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Dimensional US Small Cap ETF

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

855% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 11

152% more funds holding in top 10

Funds holding in top 10: 2153 (+32)

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

65% more capital invested

Capital invested by funds: $1.6B → $2.63B (+$1.03B)

38% more funds holding

Funds holding: 237328 (+91)

20.13% more ownership

Funds ownership: 46.01%66.14% (+20%)

Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.05%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
51
WorthPointe
California
$7.59M +$7.85M +129,906 New
CPA
52
Capital Performance Advisors
California
$7.55M +$8.53M +141,295 New
CL
53
CPWM LLC
Washington
$7.52M
AL
54
Aspiriant LLC
California
$7.43M +$1.35M +22,275 +22%
FFM
55
Forum Financial Management
Illinois
$6.89M +$6.93M +114,831 New
AF
56
Allworth Financial
California
$6.83M +$16.1K +266 +0.2%
HIGP
57
Hill Investment Group Partners
Missouri
$6.58M -$124K -2,049 -2%
LFG
58
Larson Financial Group
Missouri
$6.56M +$651K +10,780 +11%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$6.56M -$139K -2,301 -2%
PWM
60
PBMares Wealth Management
Virginia
$6.56M +$489K +8,095 +8%
CCM
61
Colorado Capital Management
Colorado
$6.17M -$15.3K -254 -0.2%
CA
62
Claris Advisors
Missouri
$6.14M +$6.18M +102,381 New
UCFA
63
United Capital Financial Advisors
Texas
$5.93M -$183K -3,024 -3%
Truist Financial
64
Truist Financial
North Carolina
$5.87M +$127K +2,101 +2%
WT
65
Whittier Trust
California
$5.76M
ALWM
66
Andrews Lucia Wealth Management
California
$5.64M +$5.68M +94,015 New
BAM
67
Bayshore Asset Management
Florida
$5.07M +$5.1M +84,436 New
HighTower Advisors
68
HighTower Advisors
Illinois
$4.98M +$28.3K +469 +0.6%
FPAS
69
Focus Partners Advisor Solutions
Missouri
$4.94M +$4.98M +82,412 New
RCI
70
RS Crum Inc
California
$4.85M +$4.89M +80,912 New
FCI
71
Financial Counselors Inc
Kansas
$4.8M +$6.1K +101 +0.1%
CWM
72
CarsonAllaria Wealth Management
Illinois
$4.7M +$4.73M +78,256 New
SIG
73
Spinnaker Investment Group
California
$4.64M +$4.95M +81,918 New
BBNB
74
Baker Boyer National Bank
Washington
$4.52M +$4.55M +75,318 New
V
75
Veritable
Delaware
$4.49M -$99K -1,639 -2%