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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 %
HCM
401
Hollencrest Capital Management
California
$150K
RTL
402
Red Tortoise LLC
Georgia
$148K
UB
403
UMB Bank
Missouri
$144K +$46.4K +880 +47%
CT
404
Colonial Trust
South Carolina
$133K +$84.5K +1,603 +173%
CMP
405
Coston McIsaac & Partners
Maine
$124K +$263 +5 +0.2%
NOI
406
Newton One Investments
Delaware
$120K +$105 +2 +0.1%
WTA
407
Washington Trust Advisors
Massachusetts
$114K +$114K +2,162 New
RDFA
408
Ritter Daniher Financial Advisory
Ohio
$111K
BFEC
409
Benjamin F. Edwards & Company
Missouri
$110K
MFC
410
Morris Financial Concepts
South Carolina
$108K +$42K +797 +63%
First Manhattan
411
First Manhattan
New York
$99.7K -$4.95K -94 -5%
PTC
412
Private Trust Company
Ohio
$93K
HPC
413
HM Payson & Co
Maine
$90.3K
BC
414
Bartlett & Co
Ohio
$87K
BCWM
415
Bartlett & Co Wealth Management
Ohio
$86.7K
TFM
416
TFC Financial Management
Massachusetts
$82.1K +$211 +4 +0.3%
CFFP
417
Center for Financial Planning
Michigan
$80K
WFA
418
WestHill Financial Advisors
California
$77K -$5.11K -97 -6%
RI
419
Ridgewood Investments
New Jersey
$70.5K +$70.5K +1,337 New
EBA
420
Eagle Bay Advisors
New York
$66.7K
CTC
421
Central Trust Company
Missouri
$64.1K
LFA
422
Level Financial Advisors
New York
$61.9K
LF
423
Lee Financial
Texas
$59.5K +$42.4K +805 +248%
S
424
SignatureFD
Georgia
$58.7K +$3K +57 +5%
NIC
425
Northwest Investment Counselors
Oregon
$57.1K