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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 %
BFC
276
Bedel Financial Consulting
Indiana
$593K +$105 +2 +0%
OPS
277
Orion Portfolio Solutions
Nebraska
$592K +$70.8K +1,343 +14%
BCI
278
Brinker Capital Investments
Pennsylvania
$592K +$592K +11,232 New
SEI Investments
279
SEI Investments
Pennsylvania
$585K -$29.7K -564 -5%
GTAM
280
Global Trust Asset Management
Florida
$579K +$2.16K +41 +0.4%
ES
281
Eagle Strategies
New York
$577K +$577K +10,941 New
CWM
282
Congress Wealth Management
Massachusetts
$564K +$14.3K +272 +3%
CFG
283
Citizens Financial Group
Rhode Island
$554K +$1.11K +21 +0.2%
2L
284
25 LLC
Missouri
$553K +$553K +10,886 New
CIA
285
Cladis Investment Advisory
Montana
$539K
MWM
286
Merriman Wealth Management
Washington
$537K -$8.4M -159,484 -94%
AW
287
Atlas Wealth
Ohio
$532K
MC
288
Moors & Cabot
Massachusetts
$530K
PP
289
PrairieView Partners
Minnesota
$524K -$3.31K -63 -0.6%
CAMG
290
CWA Asset Management Group
Florida
$521K
SEA
291
Stegent Equity Advisors
Texas
$514K -$3.06K -58 -0.6%
WPW
292
Watershed Private Wealth
Illinois
$514K +$174K +3,306 +51%
BAM
293
Baldrige Asset Management
Pennsylvania
$514K +$44.8K +849 +10%
SC
294
Sawyer & Company
Massachusetts
$504K
CAM
295
CPA Asset Management
Florida
$501K +$26.4K +500 +6%
CB
296
Commerce Bank
Missouri
$496K -$173K -3,277 -26%
KeyBank National Association
297
KeyBank National Association
Ohio
$489K
KS
298
Karpas Strategies
Connecticut
$483K +$580 +11 +0.1%
KCPG
299
Kavar Capital Partners Group
Kansas
$481K +$949 +18 +0.2%
FSWA
300
Financial Synergies Wealth Advisors
Texas
$480K +$949 +18 +0.2%