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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 %
TFS
251
TrustCore Financial Services
Tennessee
$249K +$281 +5 +0.1%
RFC
252
Regions Financial Corp
Alabama
$244K
CI
253
Cordant Inc
Oregon
$243K
Financial Engines Advisors
254
Financial Engines Advisors
California
$243K +$225 +4 +0.1%
VWA
255
V Wealth Advisors
Kansas
$241K
BMCM
256
Bryn Mawr Capital Management
Pennsylvania
$238K
HSG
257
Helen Stephens Group
Texas
$237K
HH
258
Hilltop Holdings
Texas
$235K +$235K +4,191 New
CA
259
Cornerstone Advisory
Maryland
$232K
EA
260
Efficient Advisors
Ohio
$228K +$786 +14 +0.3%
H
261
HoyleCohen
California
$228K +$28K +500 +14%
SOAG
262
Silver Oak Advisory Group
Oregon
$226K
BDF
263
Balasa Dinverno & Foltz
$219K -$22.9K -408 -9%
BCA
264
Bay Colony Advisors
Massachusetts
$218K -$40.2K -716 -16%
TIM
265
Tortoise Investment Management
New York
$217K -$15.1K -270 -7%
IA
266
IFP Advisors
Florida
$214K +$185K +3,174 +645%
FWM
267
Frontier Wealth Management
Missouri
$210K +$270 +5 +0.1%
SWP
268
Stratos Wealth Partners
Ohio
$209K -$104K -1,853 -33%
VCP
269
Vista Capital Partners
Oregon
$207K
WCA
270
Waypoint Capital Advisors
Minnesota
$207K
OPWM
271
Oakwell Private Wealth Management
Texas
$202K
MCA
272
Maryland Capital Advisors
Maryland
$185K +$185K +3,303 New
CMBA
273
C.M. Bidwell & Associates
Hawaii
$183K +$183K +3,270 New
AIM
274
Acropolis Investment Management
Missouri
$169K +$168 +3 +0.1%
CA
275
Clearstead Advisors
Ohio
$166K