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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 %
SAM
401
Summit Asset Management
Tennessee
$274K
AFA
402
American Financial Advisors
Georgia
$274K +$630 +12 +0.2%
QCM
403
QRG Capital Management
Illinois
$268K +$268K +5,110 New
MFG
404
Merit Financial Group
Georgia
$267K
Lido Advisors
405
Lido Advisors
California
$266K
APC
406
Asset Planning Corporation
Tennessee
$266K
RJT
407
Raymond James Trust
Florida
$262K +$262K +4,993 New
CA
408
Clearstead Advisors
Ohio
$250K +$94.9K +1,808 +61%
RWM
409
RKL Wealth Management
Pennsylvania
$244K
SW
410
SteelPeak Wealth
California
$243K
MWM
411
Meritas Wealth Management
California
$242K
FRA
412
Frank Rimerman Advisors
California
$240K +$262 +5 +0.1%
SC
413
Sawyer & Company
Massachusetts
$238K -$61.3K -1,170 -20%
LNC
414
Lincoln National Corp
Pennsylvania
$237K +$16.7K +318 +8%
CWP
415
Concord Wealth Partners
Virginia
$229K +$10.7K +203 +5%
IC
416
IEQ Capital
California
$228K
HI
417
Harbour Investments
Wisconsin
$225K +$27.5K +524 +14%
SWP
418
Summit Wealth Partners
Florida
$224K
VWA
419
Visionary Wealth Advisors
Illinois
$220K -$41.3K -786 -16%
RWM
420
Rockwood Wealth Management
Pennsylvania
$219K +$157 +3 +0.1%
CA
421
Cornerstone Advisory
Maryland
$217K
GA
422
Goldstein Advisors
Wisconsin
$213K
CFGS
423
Concourse Financial Group Securities
Alabama
$212K -$8.71K -166 -4%
IA
424
IFG Advisory
Georgia
$211K +$211K +4,029 New
SOAG
425
Silver Oak Advisory Group
Oregon
$211K