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Dimensional US Small Cap ETF

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
451
Lumature Wealth Partners
Georgia
$56.1K +$56.1K +1,024 New
QC
452
Quent Capital
New York
$55.5K +$45.3K +827 +445%
ACA
453
Aptus Capital Advisors
Alabama
$54.8K
GWANC
454
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.8K
CT
455
Colonial Trust
South Carolina
$50.6K -$87.8K -1,603 -63%
CSPIA
456
Cary Street Partners Investment Advisory
Virginia
$49.5K +$49.5K +903 New
SPIA
457
Steward Partners Investment Advisory
New York
$46.1K
HNB
458
Huntington National Bank
Ohio
$45.4K -$43.6K
SN
459
Sittner & Nelson
Oregon
$43.2K
PCFFS
460
Pacific Center for Financial Services
California
$40.3K
NSG
461
Nalls Sherbakoff Group
Tennessee
$28.1K
EWM
462
Evermay Wealth Management
Virginia
$25.4K
GG
463
Gleason Group
Kentucky
$21.7K +$55 +1 +0.3%
QCG
464
Quadrant Capital Group
Ohio
$19.7K -$3.95K -72 -17%
FHA
465
First Horizon Advisors
Tennessee
$17.8K
VCM
466
Vigilant Capital Management
Maine
$16K -$5.33K -100 -25%
SFC
467
SYM Financial Corp
Indiana
$13.9K
ACA
468
Atlas Capital Advisors
Wyoming
$13.8K
IPW
469
Impact Partnership Wealth
Georgia
$13.8K +$13.8K +251 New
CAS
470
Coppell Advisory Solutions
Texas
$13.7K +$13.7K +250 New
VDBMI
471
Van Den Berg Management I
Texas
$11.6K
CIAS
472
Capital Investment Advisory Services
North Carolina
$10.1K +$7.07K +129 +235%
WTA
473
Washington Trust Advisors
Massachusetts
$9.43K -$109K -1,990 -92%
FCAG
474
First Capital Advisors Group
New Jersey
$8.99K +$8.99K +164 New
SIS
475
Sound Income Strategies
Florida
$6.47K