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Dimensional US Small Cap ETF

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
B
351
Bridgeworth
Alabama
$386K
NGA
352
Naples Global Advisors
Florida
$384K +$384K +7,015 New
MWC
353
MBM Wealth Consultants
Missouri
$373K
SWM
354
Sanctuary Wealth Management
Idaho
$370K +$370K +6,743 New
SSW
355
Stone Summit Wealth
Florida
$369K
WWM
356
Western Wealth Management
Colorado
$366K -$42.1K -769 -10%
MW
357
Marcum Wealth
Ohio
$366K +$1.1K +20 +0.3%
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$363K
QHA
359
Quarry Hill Advisors
Minnesota
$363K
AWP
360
Accretive Wealth Partners
New Jersey
$363K +$16.4K +300 +5%
TA
361
TrueWealth Advisors
Alabama
$362K +$115K +2,096 +46%
CSI
362
Cross Staff Investments
New York
$356K
RWM
363
Revisor Wealth Management
Ohio
$353K +$353K +6,436 New
DPI
364
Diversified Portfolios Inc
Michigan
$353K +$16.4K +300 +5%
Betterment LLC
365
Betterment LLC
New York
$346K +$41.2K +752 +14%
AWM
366
Angeles Wealth Management
California
$345K
PA
367
Parallel Advisors
California
$341K +$13.4K +245 +4%
PW
368
Peninsula Wealth
California
$340K +$5.64K +103 +2%
HSA
369
HBK Sorce Advisory
Pennsylvania
$338K +$338K +6,176 New
TFA
370
Triad Financial Advisors
North Carolina
$337K
WCA
371
Waypoint Capital Advisors
Minnesota
$334K +$61.7K +1,125 +23%
ANB
372
Amarillo National Bank
Texas
$333K
VCM
373
Versant Capital Management
Arizona
$331K
ZIM
374
Zacks Investment Management
Illinois
$330K +$104K +1,901 +46%
BMCM
375
Bryn Mawr Capital Management
Pennsylvania
$329K