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Dimensional US Small Cap Value ETF

324 hedge funds and large institutions have $2.84B invested in Dimensional US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 190 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+25
Holders Change %
+8.36%
% of All Funds
4.69%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
35
Increased
190
Reduced
62
Closed
8
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$690K +$374K +12,145 +118%
RWP
202
Revolve Wealth Partners
New Jersey
$689K
RWM
203
Rockwood Wealth Management
Pennsylvania
$685K +$86.9K +2,821 +15%
PHWM
204
Pine Harbor Wealth Management
Maryland
$676K +$82.9K +2,691 +14%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$669K +$115K +3,745 +21%
OPS
206
Orion Portfolio Solutions
Nebraska
$662K -$125K -4,069 -16%
BCI
207
Brinker Capital Investments
Pennsylvania
$662K -$125K -4,069 -16%
SW
208
Simplicity Wealth
New Jersey
$660K +$97.8K +3,175 +17%
AWM
209
Apollon Wealth Management
South Carolina
$619K
KWA
210
Kingswood Wealth Advisors
California
$616K +$616K +20,005 New
CPWM
211
Cypress Point Wealth Management
Texas
$615K +$89.3K +2,900 +17%
CWM
212
CarsonAllaria Wealth Management
Illinois
$605K -$1.54K -50 -0.3%
GLLW
213
Graves Light Lenhart Wealth
Virginia
$597K +$1.23K +40 +0.2%
AFP
214
Ausdal Financial Partners
Iowa
$593K -$3.08K -100 -0.5%
RWA
215
Redmont Wealth Advisors
Illinois
$589K +$214K +6,964 +57%
CAM
216
CPA Asset Management
Florida
$573K +$82.9K +2,690 +17%
Brown Advisory
217
Brown Advisory
Maryland
$549K
GOCP
218
Great Oak Capital Partners
Massachusetts
$546K +$36.5K +1,195 +7%
TH
219
Team Hewins
California
$546K -$22.1K -719 -4%
GGS
220
Galvin Gaustad & Stein
Arizona
$540K +$323K +10,500 +149%
SC
221
Shearwater Capital
Colorado
$529K +$28.9K +937 +6%
MGW
222
MB Generational Wealth
Washington
$527K -$1.73K -56 -0.3%
CIA
223
Compass Ion Advisors
Pennsylvania
$525K
JIC
224
Joel Isaacson & Co
New York
$519K -$55.5K -1,803 -10%
DWM
225
Dopkins Wealth Management
New York
$519K -$1.33M -43,317 -72%