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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 %
ACA
426
Aptus Capital Advisors
Alabama
$52.7K +$2.16K +41 +4%
GWANC
427
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.7K +$7.43K +141 +16%
AAS
428
Ameritas Advisory Services
Nebraska
$51K +$51K +967 New
SPIA
429
Steward Partners Investment Advisory
New York
$44.4K
HNB
430
Huntington National Bank
Ohio
$43.6K -$42.4K
SN
431
Sittner & Nelson
Oregon
$41.5K
PCFFS
432
Pacific Center for Financial Services
California
$38.8K +$38.8K +736 New
BTI
433
Blue Trust Inc
Georgia
$34K
BAM
434
Belpointe Asset Management
Nevada
$31.9K +$31.9K +605 New
NSG
435
Nalls Sherbakoff Group
Tennessee
$28.9K +$28.9K +558 New
Commonwealth Equity Services
436
Commonwealth Equity Services
Massachusetts
$27.7K +$3.67K +69,617 +15%
OFG
437
Oxford Financial Group
Indiana
$25.3K
EWM
438
Evermay Wealth Management
Virginia
$24.5K
QCG
439
Quadrant Capital Group
Ohio
$22.8K
SC
440
Schubert & Co
Texas
$21.5K
VCM
441
Vigilant Capital Management
Maine
$21K
GG
442
Gleason Group
Kentucky
$20.8K +$53 +1 +0.3%
CPFP
443
Clear Perspectives Financial Planning
Ohio
$18.4K +$18.4K +350 New
FHA
444
First Horizon Advisors
Tennessee
$17.1K +$17.1K +325 New
SFC
445
SYM Financial Corp
Indiana
$13.4K
ACA
446
Atlas Capital Advisors
Wyoming
$13.3K -$60.8K -1,153 -82%
PMFA
447
Plante Moran Financial Advisors
Michigan
$11.6K +$11.6K +220 New
VDBMI
448
Van Den Berg Management I
Texas
$11.1K
QC
449
Quent Capital
New York
$9.79K +$9.79K +186 New
SIS
450
Sound Income Strategies
Florida
$6.22K +$6.22K +118 New