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Dimensional US Small Cap ETF

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PB
251
Pinnacle Bancorp
Nebraska
$982K +$55 +1 +0%
CWM
252
Curi Wealth Management
North Carolina
$980K +$438 +8 +0%
TIM
253
Tortoise Investment Management
New York
$957K +$32.1K +585 +3%
MCA
254
Maryland Capital Advisors
Maryland
$946K +$198K +3,607 +26%
ASN
255
Advisory Services Network
Georgia
$931K +$11.3K +206 +1%
ADL
256
Asset Dedication LLC
California
$925K -$930 -17 -0.1%
RFP
257
Root Financial Partners
California
$922K +$16.7K +305 +2%
B
258
BetterWealth
California
$903K -$60.8K -1,110 -6%
IWC
259
Integrated Wealth Concepts
Massachusetts
$896K -$1.21K -22 -0.1%
BCM
260
Basso Capital Management
Connecticut
$884K
Renaissance Technologies
261
Renaissance Technologies
New York
$850K +$850K +15,506 New
UWM
262
USAdvisors Wealth Management
Minnesota
$848K +$10.1K +185 +1%
VFA
263
Valeo Financial Advisors
Indiana
$847K +$103K +1,881 +14%
SIS
264
Strategic Investment Solutions
Illinois
$846K -$2.64M -50,085 -76%
PFS
265
Prospera Financial Services
Texas
$846K
WRPWM
266
Werba Rubin Papier Wealth Management
California
$836K -$3.73K -68 -0.4%
GWM
267
Grand Wealth Management
Michigan
$809K
CWM
268
Cahill Wealth Management
Michigan
$808K +$10.5K +191 +1%
JC
269
Jentner Corp
Ohio
$803K +$110 +2 +0%
SPI
270
Sutton Place Investors
New York
$798K -$21.4K -390 -3%
BWG
271
Beta Wealth Group
California
$790K +$10.3K +188 +1%
BA
272
BCM Advisors
Louisiana
$789K -$24.5K -435 -3%
VFP
273
Verus Financial Partners
Virginia
$782K +$2.34K +41 +0.3%
AWM
274
AE Wealth Management
Kansas
$782K +$782K +14,274 New
USCWA
275
U.S. Capital Wealth Advisors
Texas
$773K