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Dimensional US Small Cap ETF

370 hedge funds and large institutions have $2.5B invested in Dimensional US Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 24 closing their positions.

Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
6.4%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.9%
New
36
Increased
166
Reduced
89
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWM
76
PBMares Wealth Management
Virginia
$5.36M 115,306 +4,294 +4%
AF
77
Allworth Financial
California
$5.34M 114,857 -87 -0.1%
Truist Financial
78
Truist Financial
North Carolina
$5.29M 113,650 +22,907 +25%
JPMPWA
79
J.P. Morgan Private Wealth Advisors
California
$5.22M 112,235 -556 -0.5%
FFM
80
Forum Financial Management
Illinois
$5.05M 108,578 -1,587 -1%
CCM
81
Colorado Capital Management
Colorado
$5M 107,475 +1,872 +2%
CA
82
Claris Advisors
Missouri
$4.98M 106,939 +4,680 +5%
MHB
83
Midwest Heritage Bank
Iowa
$4.9M 105,387 -13,942 -12%
HIGP
84
Hill Investment Group Partners
Missouri
$4.78M 102,691 -1,533 -1%
FPCG
85
Forum Private Client Group
Indiana
$4.75M 102,090 +7,618 +8%
UCFA
86
United Capital Financial Advisors
Texas
$4.73M 101,757 -801 -0.8%
SWM
87
Spire Wealth Management
Virginia
$4.68M 100,667 -34,801 -26%
V
88
Veritable
Delaware
$4.67M 100,458 +24,501 +32%
RJA
89
Raymond James & Associates
Florida
$4.57M 98,270 -2,267 -2%
AC
90
Avestar Capital
New York
$4.56M 98,016 +98,016 New
RCI
91
RS Crum Inc
California
$4.54M 97,476 +6,680 +7%
WT
92
Whittier Trust
California
$4.47M 96,040
CWM
93
CarsonAllaria Wealth Management
Illinois
$4.46M 95,890 +13,386 +16%
Osaic Holdings
94
Osaic Holdings
Arizona
$4.01M 86,222 +18,082 +27%
BAM
95
Bayshore Asset Management
Florida
$3.97M 85,319 +237 +0.3%
SSC
96
Syverson Strege & Co
Iowa
$3.94M 84,787 +1,287 +2%
ALWM
97
Andrews Lucia Wealth Management
California
$3.86M 83,052 -13,642 -14%
HighTower Advisors
98
HighTower Advisors
Illinois
$3.78M 81,288 +1,949 +2%
FCI
99
Financial Counselors Inc
Kansas
$3.75M 80,663 +36 +0%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$3.75M 80,604 -445 -0.5%