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Dimensional US Small Cap ETF

216 hedge funds and large institutions have $1.5B invested in Dimensional US Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+215
Holders Change %
+21,500%
% of All Funds
3.77%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
%
% of All Funds
0.38%
New
215
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWPCG
101
Measured Wealth Private Client Group
New Hampshire
$811K +$811K +13,892 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$763K +$763K +13,076 New
PC
103
Peavine Capital
Nevada
$754K +$754K +12,904 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$747K +$747K +12,794 New
Stifel Financial
105
Stifel Financial
Missouri
$738K +$738K +12,643 New
IFWM
106
Institute for Wealth Management
Colorado
$724K +$724K +12,404 New
BFPW
107
BOK Financial Private Wealth
Colorado
$705K +$705K +12,070 New
RJA
108
Raymond James & Associates
Florida
$687K +$687K +11,771 New
SW
109
SVB Wealth
Massachusetts
$660K +$660K +11,312 New
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$658K
AFS
111
Annapolis Financial Services
Maryland
$652K +$652K +11,157 New
CAMG
112
CWA Asset Management Group
Florida
$640K +$640K +10,889 New
MGIA
113
Moneta Group Investment Advisors
Missouri
$638K +$638K +10,925 New
AWA
114
Arete Wealth Advisors
Illinois
$614K +$614K +10,518 New
PP
115
PrairieView Partners
Minnesota
$609K +$609K +10,421 New
FSWA
116
Financial Synergies Wealth Advisors
Texas
$603K +$603K +10,328 New
SC
117
Sawyer & Company
Massachusetts
$582K +$582K +9,970 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$575K +$575K +9,832 New
AAS
119
Avantax Advisory Services
Texas
$569K +$569K +9,712 New
MG
120
Mather Group
Illinois
$557K +$557K +9,541 New
BAIA
121
Bel Air Investment Advisors
California
$538K +$538K +9,215 New
PFBT
122
Parkside Financial Bank & Trust
Missouri
$537K +$537K +9,203 New
MIC
123
Meridian Investment Counsel
California
$514K +$514K +8,799 New
W
124
WealthOne
New York
$513K +$513K +8,779 New
KCPG
125
Kavar Capital Partners Group
Kansas
$512K +$512K +8,763 New