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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 %
Franklin Resources
276
Franklin Resources
California
$163K +$224 +4 +0.1%
CWM
277
Curi Wealth Management
North Carolina
$149K +$223 +4 +0.1%
QCG
278
Quadrant Capital Group
Ohio
$133K +$109K +1,933 +447%
NOI
279
Newton One Investments
Delaware
$128K -$4.21K -75 -3%
First Manhattan
280
First Manhattan
New York
$111K
EW
281
Evoke Wealth
California
$108K
Bessemer Group
282
Bessemer Group
New Jersey
$105K +$105K +1,881 New
UB
283
UMB Bank
Missouri
$104K
AW
284
Alaethes Wealth
Nevada
$101K
BWS
285
BCR Wealth Strategies
Alabama
$99K
ACA
286
Atlas Capital Advisors
Wyoming
$93.8K
BCWM
287
Bartlett & Co Wealth Management
Ohio
$92.2K +$92.2K +1,645 New
BC
288
Bartlett & Co
Ohio
$92K +$92K +1,645 New
TFM
289
TFC Financial Management
Massachusetts
$87K
KPCM
290
Kings Point Capital Management
New York
$85K
CFFP
291
Center for Financial Planning
Michigan
$85K
GT
292
Glenmede Trust
Pennsylvania
$82K -$48.7K -879 -37%
WFA
293
WestHill Financial Advisors
California
$82K
CCM
294
Covington Capital Management
California
$70K
CTC
295
Central Trust Company
Missouri
$68K
NIC
296
Northwest Investment Counselors
Oregon
$64K
SPIA
297
Steward Partners Investment Advisory
New York
$64K
S
298
SignatureFD
Georgia
$59K
APA
299
American Portfolios Advisors
New York
$57.8K +$56 +1 +0.1%
SBL
300
Sargent Bickham Lagudis
Colorado
$56K -$7.39K -132 -12%