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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 %
First Manhattan
451
First Manhattan
New York
$99.3K
UB
452
UMB Bank
Missouri
$97.7K -$46.2K -880 -32%
CFFP
453
Center for Financial Planning
Michigan
$96.5K -$17.3K -330 -15%
BCWM
454
Bartlett & Co Wealth Management
Ohio
$86.3K
BC
455
Bartlett & Co
Ohio
$86K
CIAS
456
Capital Investment Advisory Services
North Carolina
$83.7K +$74K +1,410 +766%
TFM
457
TFC Financial Management
Massachusetts
$82.3K +$262 +5 +0.3%
HPC
458
HM Payson & Co
Maine
$80.9K
ICM
459
Intrepid Capital Management
Florida
$76.8K -$840 -16 -1%
WFA
460
WestHill Financial Advisors
California
$76.7K
LFA
461
Level Financial Advisors
New York
$76.1K
QC
462
Quent Capital
New York
$66.8K +$13.6K +260 +26%
EBA
463
Eagle Bay Advisors
New York
$66.4K
S
464
SignatureFD
Georgia
$64.6K +$2.99K +57 +5%
CTC
465
Central Trust Company
Missouri
$63.8K
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$63.3K +$63.3K +1,205 New
LF
467
Lee Financial
Texas
$59.3K
NIC
468
Northwest Investment Counselors
Oregon
$56.8K
ACA
469
Aptus Capital Advisors
Alabama
$52.5K
GWANC
470
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.5K
IA
471
IFP Advisors
Florida
$52.3K -$3.46K -66 -6%
CT
472
Colonial Trust
South Carolina
$48.5K
CSPIA
473
Cary Street Partners Investment Advisory
Virginia
$47.4K
NS
474
NBC Securities
Alabama
$47K +$47K +913 New
DFA
475
DHJJ Financial Advisors
Illinois
$44.8K +$44.8K +854 New