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Dimensional US Small Cap ETF

237 hedge funds and large institutions have $1.6B invested in Dimensional US Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 57 reducing their positions, and 5 closing their positions.

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.16%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.37%
New
36
Increased
95
Reduced
57
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSWMA
26
Market Street Wealth Management Advisors
Indiana
$9.35M +$2.33M +40,476 +33%
CPIG
27
Chicago Partners Investment Group
Illinois
$9.22M +$412K +6,486 +5%
RRC
28
Relaxing Retirement Coach
Massachusetts
$9.08M +$882K +15,346 +11%
AIS
29
American Investment Services
Massachusetts
$8.34M +$591K +10,281 +8%
TWP
30
TFO Wealth Partners
Ohio
$7.9M -$34.9K -607 -0.4%
BWA
31
Bordeaux Wealth Advisors
California
$7.52M -$1.33M -23,117 -15%
CL
32
CPWM LLC
Washington
$7.52M +$58.9K +1,024 +0.8%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$7.16M +$437K +7,603 +6%
CS
34
Comerica Securities
Michigan
$6.9M +$6.9M +119,998 New
AF
35
Allworth Financial
California
$6.53M -$105K -1,828 -2%
HIGP
36
Hill Investment Group Partners
Missouri
$6.42M -$69.1K -1,202 -1%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$6.42M +$471K +8,192 +8%
CCM
38
Colorado Capital Management
Colorado
$5.9M +$235K +4,095 +4%
UCFA
39
United Capital Financial Advisors
Texas
$5.86M -$437K -7,596 -7%
AL
40
Aspiriant LLC
California
$5.84M -$329K -5,721 -5%
MAS
41
Managed Account Services
Florida
$5.82M -$447K -7,776 -7%
PWM
42
PBMares Wealth Management
Virginia
$5.82M -$24.7K -430 -0.4%
SCM
43
Stordahl Capital Management
Colorado
$5.79M +$1.73M +30,133 +43%
BPA
44
Beacon Pointe Advisors
California
$5.67M +$3.51M +61,044 +162%
LFG
45
Larson Financial Group
Missouri
$5.67M +$568K +9,877 +11%
WT
46
Whittier Trust
California
$5.52M +$4.45M +77,368 +414%
Truist Financial
47
Truist Financial
North Carolina
$5.51M -$269K -4,681 -5%
SWM
48
Soundmark Wealth Management
Washington
$5.25M +$42K +731 +0.8%
HighTower Advisors
49
HighTower Advisors
Illinois
$4.75M +$512K +8,904 +12%
FCI
50
Financial Counselors Inc
Kansas
$4.6M +$4.6M +79,941 New