DFAS icon

Dimensional US Small Cap ETF

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
401
Center for Financial Planning
Michigan
$77.6K
ACA
402
Atlas Capital Advisors
Wyoming
$71.9K
EBA
403
Eagle Bay Advisors
New York
$64.7K
MFC
404
Morris Financial Concepts
South Carolina
$64.4K +$64.4K +1,259 New
CTC
405
Central Trust Company
Missouri
$62.2K
LFA
406
Level Financial Advisors
New York
$60K -$10.8K -212 -15%
NIC
407
Northwest Investment Counselors
Oregon
$55.4K -$3.43K -67 -6%
S
408
SignatureFD
Georgia
$54.1K
SBL
409
Sargent Bickham Lagudis
Colorado
$51.2K
ACA
410
Aptus Capital Advisors
Alabama
$49.1K
CT
411
Colonial Trust
South Carolina
$47.3K +$47.3K +924 New
GWANC
412
Guardian Wealth Advisors (North Carolina)
North Carolina
$43.9K
SPIA
413
Steward Partners Investment Advisory
New York
$43.1K -$15.3K -300 -26%
HNB
414
Huntington National Bank
Ohio
$42.4K
MCC
415
Money Concepts Capital
Florida
$42.2K +$42.2K +826 New
ASN
416
Advisory Services Network
Georgia
$40.5K +$40.5K +791 New
SN
417
Sittner & Nelson
Oregon
$40.3K
GWM
418
Geneos Wealth Management
Colorado
$38.9K
CPG
419
Cornerstone Planning Group
New Jersey
$38.6K +$38.6K +725 New
BC
420
Burleson & Co
California
$36.1K
BTI
421
Blue Trust Inc
Georgia
$31K
RBC
422
Romano Brothers & Co
Illinois
$28.4K +$28.4K +556 New
OFG
423
Oxford Financial Group
Indiana
$24.6K
EWM
424
Evermay Wealth Management
Virginia
$23.7K
QCG
425
Quadrant Capital Group
Ohio
$22.1K