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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 %
WWM
376
Western Wealth Management
Colorado
$347K -$3.88K -74 -1%
AWP
377
Accretive Wealth Partners
New Jersey
$343K -$4.62K -88 -1%
CSI
378
Cross Staff Investments
New York
$341K
MWC
379
MBM Wealth Consultants
Missouri
$340K
DPI
380
Diversified Portfolios Inc
Michigan
$332K -$5.77K -110 -2%
AWM
381
Angeles Wealth Management
California
$331K
PA
382
Parallel Advisors
California
$327K
MAG
383
Mayfair Advisory Group
Alabama
$325K +$110K +2,093 +51%
TFA
384
Triad Financial Advisors
North Carolina
$323K
SAM
385
S.A. Mason
Michigan
$322K
WCA
386
Waypoint Capital Advisors
Minnesota
$320K
ME
387
McIlrath & Eck
Washington
$320K +$137K +2,607 +75%
JIC
388
Joel Isaacson & Co
New York
$320K +$16K +304 +5%
ANB
389
Amarillo National Bank
Texas
$319K
VCM
390
Versant Capital Management
Arizona
$317K
HSA
391
HBK Sorce Advisory
Pennsylvania
$316K -$8.66K -165 -3%
BMCM
392
Bryn Mawr Capital Management
Pennsylvania
$315K
SRC
393
Sage Rhino Capital
California
$306K +$525 +10 +0.2%
CB
394
Cadence Bank
Mississippi
$303K -$9.5K -181 -3%
MA
395
MBA Advisors
Pennsylvania
$302K +$302K +5,750 New
TRCT
396
Tower Research Capital (TRC)
New York
$294K -$900K -17,143 -75%
EFS
397
Essex Financial Services
Connecticut
$291K +$48.7K +928 +20%
BFPW
398
BOK Financial Private Wealth
Colorado
$284K -$24.6K -468 -8%
DI
399
Disciplined Investments
Oklahoma
$280K -$15.5K -295 -5%
HWA
400
Heartwood Wealth Advisors
Virginia
$278K +$278K +5,302 New