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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 %
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$476K +$6.32K +120 +1%
SHWM
302
Silicon Hills Wealth Management
Texas
$469K -$529K -10,033 -53%
Wealth Enhancement Advisory Services
303
Wealth Enhancement Advisory Services
Minnesota
$469K +$138K +2,612 +42%
MIC
304
Meridian Investment Counsel
California
$464K
CRC
305
Curi RMB Capital
Illinois
$462K +$462K +8,760 New
W
306
WealthOne
New York
$458K -$10.1K -192 -2%
V
307
VeraBank
Texas
$457K +$457K +8,673 New
CIA
308
Capital Investment Advisors
Georgia
$457K
RPCA
309
Running Point Capital Advisors
California
$456K
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$453K +$38K +722 +9%
VWA
311
V Wealth Advisors
Kansas
$453K
BSWA
312
Bromfield Sneider Wealth Advisors
Massachusetts
$451K +$84.4K +1,602 +23%
GWM
313
Geneos Wealth Management
Colorado
$451K +$411K +7,792 +1,025%
SIC
314
Samalin Investment Counsel
New York
$442K +$49K +930 +12%
DI
315
DFPG Investments
Utah
$432K +$432K +8,202 New
PFBT
316
Parkside Financial Bank & Trust
Missouri
$428K
RSWM
317
Robertson Stephens Wealth Management
California
$420K
CFO
318
Colony Family Offices
North Carolina
$414K +$12.4K +235 +3%
HSG
319
Helen Stephens Group
Texas
$413K +$18.3K +347 +5%
FF
320
Francis Financial
$405K
AFGAS
321
Allegiance Financial Group Advisory Services
Virginia
$404K +$316 +6 +0.1%
EIG
322
Ellenbecker Investment Group
Wisconsin
$403K +$526 +10 +0.1%
MGIA
323
Moneta Group Investment Advisors
Missouri
$402K +$210K +3,980 +109%
BFA
324
Bill Few Associates
Pennsylvania
$402K +$55.2K +1,048 +16%
FPCP
325
Fort Point Capital Partners
California
$400K