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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 %
WWM
326
Western Wealth Management
Colorado
$393K +$369 +7 +0.1%
CFS
327
CRA Financial Services
New Jersey
$389K -$18.3K -348 -5%
WCM
328
Wealthcare Capital Management
Virginia
$384K -$2.74K -52 -0.7%
CCMG
329
Clark Capital Management Group
Pennsylvania
$383K
IA
330
IFG Advisors
Missouri
$378K +$157K +2,979 +71%
BFA
331
Beacon Financial Advisory
Ohio
$375K +$143K +2,713 +62%
B
332
Bridgeworth
Alabama
$371K
IWM
333
IHT Wealth Management
Illinois
$364K +$16.3K +310 +5%
SSW
334
Stone Summit Wealth
Florida
$355K
MWC
335
MBM Wealth Consultants
Missouri
$352K
MW
336
Marcum Wealth
Ohio
$351K +$685 +13 +0.2%
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$349K -$192K -3,636 -35%
QHA
338
Quarry Hill Advisors
Minnesota
$349K
CSI
339
Cross Staff Investments
New York
$343K
BAWC
340
Boyce & Associates Wealth Consulting
Texas
$341K +$19.8K +386 +6%
AWP
341
Accretive Wealth Partners
New Jersey
$333K
AWM
342
Angeles Wealth Management
California
$332K +$5.06K +96 +2%
FIA
343
Foundations Investment Advisors
Arizona
$331K +$331K +6,277 New
TFA
344
Triad Financial Advisors
North Carolina
$325K
PCIA
345
Prime Capital Investment Advisors
Kansas
$324K +$324K +6,145 New
DPI
346
Diversified Portfolios Inc
Michigan
$323K +$23.7K +450 +8%
SAM
347
S.A. Mason
Michigan
$323K +$323K +6,126 New
PW
348
Peninsula Wealth
California
$321K +$11.5K +219 +4%
ANB
349
Amarillo National Bank
Texas
$320K
VCM
350
Versant Capital Management
Arizona
$318K