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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$4.25M +$343K +5,686 +9%
BPA
77
Beacon Pointe Advisors
California
$4.24M -$1.69M -27,946 -28%
EP
78
Equius Partners
California
$4.22M +$4.24M +70,275 New
MML Investors Services
79
MML Investors Services
Massachusetts
$4.13M +$471K +7,791 +13%
KAM
80
Kraft Asset Management
Tennessee
$4.11M +$4.13M +68,425 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$4M -$184K -3,048 -4%
AC
82
Apella Capital
Connecticut
$4M +$48.3K +799 +1%
MFAM
83
M Financial Asset Management
Oregon
$3.96M +$322K +5,338 +9%
SSC
84
Syverson Strege & Co
Iowa
$3.95M +$45.4K +751 +1%
Osaic Holdings
85
Osaic Holdings
Arizona
$3.8M -$186K -3,088 -5%
SWM
86
Soundmark Wealth Management
Washington
$3.77M -$1.73M -28,582 -31%
DWM
87
Dopkins Wealth Management
New York
$3.63M +$3.66M +60,600 New
IF
88
Ironwood Financial
Arizona
$3.6M +$52.3K +866 +1%
RJA
89
Raymond James & Associates
Florida
$3.51M +$2.82M +46,662 +396%
3LCM
90
3D/L Capital Management
Connecticut
$3.35M +$69.9K +1,158 +2%
MWM
91
Mission Wealth Management
California
$3.33M +$1.7M +28,128 +102%
IAG
92
Investmark Advisory Group
Connecticut
$2.98M +$3M +49,676 New
WA
93
Wealthstream Advisors
New York
$2.91M +$2.93M +48,523 New
PO
94
Private Ocean
California
$2.87M -$238K -3,936 -8%
B
95
BetterWealth
California
$2.87M +$2.89M +47,787 New
Northern Trust
96
Northern Trust
Illinois
$2.82M -$4.26M -70,486 -1%
SHFA
97
SC&H Financial Advisors
Maryland
$2.79M +$2.81M +46,574 New
FAIM
98
Financial Advocates Investment Management
Washington
$2.78M +$1.05M +17,377 +60%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$2.72M +$329K +5,454 +14%
Wells Fargo
100
Wells Fargo
California
$2.67M +$158K +2,620 +6%