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Dimensional US Small Cap ETF

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
326
Seven Mile Advisory
New Jersey
$496K +$1.52K +29 +0.3%
CB
327
Commerce Bank
Missouri
$494K
WP
328
Wealthspan Partners
Iowa
$487K +$487K +9,282 New
FSWA
329
Financial Synergies Wealth Advisors
Texas
$484K +$42.7K +814 +10%
KS
330
Karpas Strategies
Connecticut
$483K +$892 +17 +0.2%
KCPG
331
Kavar Capital Partners Group
Kansas
$482K +$1.47K +28 +0.3%
SWM
332
Sanctuary Wealth Management
Idaho
$479K +$125K +2,389 +35%
WA
333
Waverly Advisors
Alabama
$472K
AW
334
Atlas Wealth
Ohio
$471K -$46.9K -894 -9%
MIC
335
Meridian Investment Counsel
California
$462K
W
336
WealthOne
New York
$460K +$577 +11 +0.1%
CRC
337
Curi RMB Capital
Illinois
$460K
IAN
338
Integrated Advisors Network
Texas
$460K +$73.9K +1,407 +19%
CIA
339
Capital Investment Advisors
Georgia
$455K
RPCA
340
Running Point Capital Advisors
California
$455K
Betterment LLC
341
Betterment LLC
New York
$450K +$119K +2,262 +36%
SEA
342
Stegent Equity Advisors
Texas
$447K -$24.1K -460 -5%
FFA
343
Farther Finance Advisors
California
$442K +$37.7K +718 +9%
GWM
344
Geneos Wealth Management
Colorado
$437K -$19.4K -369 -4%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$430K
CFO
346
Colony Family Offices
North Carolina
$428K +$10.1K +192 +2%
B
347
Bridgeworth
Alabama
$423K +$53.5K +1,019 +14%
RSWM
348
Robertson Stephens Wealth Management
California
$418K
BFA
349
Bill Few Associates
Pennsylvania
$416K +$15.6K +298 +4%
BFA
350
Beacon Financial Advisory
Ohio
$411K +$10.8K +206 +3%