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Dimensional US Small Cap ETF

370 hedge funds and large institutions have $2.5B invested in Dimensional US Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 24 closing their positions.

Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
6.4%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.9%
New
36
Increased
166
Reduced
89
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWPCG
226
Measured Wealth Private Client Group
New Hampshire
$584K 12,563
IFWM
227
Institute for Wealth Management
Colorado
$577K 12,404
AC
228
AWM Capital
Arizona
$576K 10,821 +24 +0.2%
SHWM
229
Silicon Hills Wealth Management
Texas
$561K 12,065 +2,631 +28%
MCA
230
Maryland Capital Advisors
Maryland
$557K 11,968 +2,693 +29%
SEI Investments
231
SEI Investments
Pennsylvania
$551K 11,847 -203 -2%
GTAM
232
Global Trust Asset Management
Florida
$542K 11,645 +5,042 +76%
MWM
233
Merriman Wealth Management
Washington
$539K 11,582 -827 -7%
EW
234
Enzi Wealth
Texas
$510K 9,476 +9,476 New
CFG
235
Citizens Financial Group
Rhode Island
$486K 10,455 +29 +0.3%
CWM
236
Congress Wealth Management
Massachusetts
$484K 10,425
PP
237
PrairieView Partners
Minnesota
$480K 10,328 -78 -0.7%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$478K 10,267 -1,152 -10%
OPS
239
Orion Portfolio Solutions
Nebraska
$470K 10,113 +257 +3%
MC
240
Moors & Cabot
Massachusetts
$468K 10,050 +5,000 +99%
CAMG
241
CWA Asset Management Group
Florida
$465K 9,989 -920 -8%
Wealthfront Advisers
242
Wealthfront Advisers
California
$463K 9,955 +1,951 +24%
SC
243
Sawyer & Company
Massachusetts
$451K 9,700 -270 -3%
Financial Engines Advisors
244
Financial Engines Advisors
California
$441K 9,498 +9 +0.1%
KeyBank National Association
245
KeyBank National Association
Ohio
$432K 9,281
FSWA
246
Financial Synergies Wealth Advisors
Texas
$429K 9,223 +287 +3%
KS
247
Karpas Strategies
Connecticut
$425K 9,132 +16 +0.2%
KCPG
248
Kavar Capital Partners Group
Kansas
$422K 9,075 +26 +0.3%
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$415K 8,912
W
250
WealthOne
New York
$413K 8,874 +10 +0.1%