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Dimensional US Small Cap ETF

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.31%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JC
251
Jentner Corp
Ohio
$772K -$8.8K -167 -1%
CWM
252
Cahill Wealth Management
Michigan
$767K +$53 +1 +0%
TRCT
253
Tower Research Capital (TRC)
New York
$753K -$1.05M -19,831 -58%
MHS
254
M Holdings Securities
Oregon
$752K -$322K -6,142 -30%
BWG
255
Beta Wealth Group
California
$750K -$39.4K -748 -5%
BA
256
BCM Advisors
Louisiana
$746K +$17.6K +341 +2%
USCWA
257
U.S. Capital Wealth Advisors
Texas
$744K -$215K -4,087 -22%
AWM
258
Avior Wealth Management
Nebraska
$743K -$10.5K -200 -1%
PWIA
259
Porter White Investment Advisors
Alabama
$731K
US Bancorp
260
US Bancorp
Minnesota
$730K -$3.9K -74 -0.5%
MCA
261
Maryland Capital Advisors
Maryland
$720K +$41.6K +789 +6%
VFA
262
Valeo Financial Advisors
Indiana
$716K -$39K -740 -5%
CPSAC
263
Chas P. Smith & Associates (CPS)
Florida
$715K -$5.27K -100 -0.7%
DT
264
Diversified Trust
Tennessee
$709K
AWM
265
Apollon Wealth Management
South Carolina
$702K +$76.6K +1,454 +12%
WP
266
WealthSpring Partners
California
$688K +$9.91K +188 +1%
SIC
267
SJS Investment Consulting
Ohio
$687K -$1.05K -20 -0.2%
AWP
268
Abacus Wealth Partners
California
$684K -$24.5K -481 -3%
VFP
269
Verus Financial Partners
Virginia
$683K +$1.4K +28 +0.2%
PC
270
Peavine Capital
Nevada
$680K
MWPCG
271
Measured Wealth Private Client Group
New Hampshire
$674K +$7.27K +138 +1%
SW
272
SVB Wealth
Massachusetts
$660K -$95.1K -1,804 -13%
Jane Street
273
Jane Street
New York
$657K -$12.7M -241,691 -95%
IFWM
274
Institute for Wealth Management
Colorado
$654K
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$644K