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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 %
EFS
376
Essex Financial Services
Connecticut
$243K
MWM
377
Meritas Wealth Management
California
$243K
FRA
378
Frank Rimerman Advisors
California
$241K +$158 +3 +0.1%
TA
379
TrueWealth Advisors
Alabama
$238K +$238K +4,514 New
SG
380
Stonnington Group
California
$231K +$231K +4,400 New
SWP
381
Summit Wealth Partners
Florida
$225K
CFGS
382
Concourse Financial Group Securities
Alabama
$222K
RWM
383
Rockwood Wealth Management
Pennsylvania
$220K +$220K +4,172 New
CA
384
Cornerstone Advisory
Maryland
$218K
ZIM
385
Zacks Investment Management
Illinois
$218K +$6.69K +127 +3%
GA
386
Goldstein Advisors
Wisconsin
$214K
SOAG
387
Silver Oak Advisory Group
Oregon
$212K
GWM
388
GDS Wealth Management
Texas
$206K +$206K +3,900 New
NAM
389
NorthCrest Asset Manangement
Minnesota
$204K +$204K +3,876 New
SPC
390
Sigma Planning Corp
Michigan
$201K +$201K +3,818 New
HI
391
Harbour Investments
Wisconsin
$198K +$20.1K +382 +11%
CWP
392
Concord Wealth Partners
Virginia
$191K -$14.5K -276 -7%
FFA
393
Farther Finance Advisors
California
$184K +$177K +3,354 +2,362%
IA
394
IFP Advisors
Florida
$177K -$169K -2,871 -49%
TWD
395
True Wealth Design
Ohio
$177K +$177K +3,359 New
Fidelity Investments
396
Fidelity Investments
Massachusetts
$173K -$132K -2,500 -43%
OC
397
Oakworth Capital
Alabama
$162K
AIM
398
Acropolis Investment Management
Missouri
$160K
CA
399
Clearstead Advisors
Ohio
$156K
Franklin Resources
400
Franklin Resources
California
$155K +$316 +6 +0.2%