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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 %
Prudential Financial
426
Prudential Financial
New Jersey
$211K +$211K +4,017 New
PWM
427
Perigon Wealth Management
California
$207K -$35.3K -672 -15%
GWM
428
GDS Wealth Management
Texas
$207K +$2.73K +52 +1%
NAM
429
NorthCrest Asset Manangement
Minnesota
$203K
CG
430
Colony Group
Massachusetts
$203K +$203K +3,864 New
FTS
431
Fifth Third Securities
Ohio
$202K -$66K -1,257 -25%
TI
432
Truepoint Inc
Ohio
$200K +$200K +3,813 New
BAAM
433
Baker Avenue Asset Management
California
$199K
MFC
434
Morris Financial Concepts
South Carolina
$194K +$11.6K +221 +6%
Fidelity Investments
435
Fidelity Investments
Massachusetts
$168K -$1.16K -22 -0.7%
OC
436
Oakworth Capital
Alabama
$161K
NCM
437
Northwest Capital Management
Oregon
$160K +$25.9K +493 +19%
AIM
438
Acropolis Investment Management
Missouri
$159K
Franklin Resources
439
Franklin Resources
California
$156K +$420 +8 +0.3%
HCM
440
Hollencrest Capital Management
California
$150K
RTL
441
Red Tortoise LLC
Georgia
$141K -$2.41K -46 -2%
TWD
442
True Wealth Design
Ohio
$133K -$43.1K -821 -24%
CMP
443
Coston McIsaac & Partners
Maine
$126K +$419 +8 +0.3%
NOI
444
Newton One Investments
Delaware
$120K +$210 +4 +0.2%
WTA
445
Washington Trust Advisors
Massachusetts
$119K +$110K +2,097 +1,219%
PWA
446
Provenance Wealth Advisors
Florida
$112K +$112K +2,131 New
RDFA
447
Ritter Daniher Financial Advisory
Ohio
$110K
BFEC
448
Benjamin F. Edwards & Company
Missouri
$109K
AC
449
AlphaCore Capital
California
$105K +$105K +2,000 New
PTC
450
Private Trust Company
Ohio
$103K