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Dimensional US Small Cap ETF

318 hedge funds and large institutions have $2.59B invested in Dimensional US Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-10
Holders Change %
-3.05%
% of All Funds
5.03%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.73%
New
46
Increased
123
Reduced
77
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
226
Sage Rhino Capital
California
$326K
WFA
227
WMG Financial Advisors
Tennessee
$325K -$56K -1,000 -15%
OFG
228
Oxford Financial Group
Indiana
$324K
IAN
229
Integrated Advisors Network
Texas
$323K +$2.02K +36 +0.6%
BAM
230
Baldrige Asset Management
Pennsylvania
$322K -$8.74K -156 -3%
CAC
231
Certified Advisory Corp
Florida
$315K +$315K +5,622 New
RC
232
RegentAtlantic Capital
New Jersey
$312K +$73.3K +1,307 +31%
PSUF
233
People's United Financial
Connecticut
$301K +$108K +1,938 +56%
DI
234
Disciplined Investments
Oklahoma
$300K +$300K +5,345 New
BSWA
235
Bromfield Sneider Wealth Advisors
Massachusetts
$294K
SAM
236
Summit Asset Management
Tennessee
$292K
JIC
237
Joel Isaacson & Co
New York
$291K +$43.6K +801 +18%
APC
238
Asset Planning Corporation
Tennessee
$284K
MC
239
Moors & Cabot
Massachusetts
$283K -$1.68K -30 -0.6%
TFA
240
Triad Financial Advisors
North Carolina
$278K -$14.3K -255 -5%
BJL
241
Brighton Jones LLC
Washington
$276K +$1.51K +27 +0.6%
MCM
242
MAI Capital Management
Ohio
$268K -$13.4K -240 -5%
WIA
243
World Investment Advisors
California
$260K -$180K -3,206 -41%
RWM
244
RKL Wealth Management
Pennsylvania
$260K
EFS
245
Essex Financial Services
Connecticut
$259K
CFGS
246
Concourse Financial Group Securities
Alabama
$257K -$111K -1,986 -30%
SWA
247
ShankerValleau Wealth Advisors
Illinois
$255K -$63.1K -1,127 -20%
FRA
248
Frank Rimerman Advisors
California
$255K +$112 +2 +0%
PA
249
Parallel Advisors
California
$254K +$254K +4,467 New
ZF
250
Zhang Financial
Michigan
$250K +$250K +4,467 New