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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.

New
Increased
Maintained
Reduced
Closed
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 %
MWM
101
Merriman Wealth Management
Washington
$889K -$138K -2,406 -13%
VFP
102
Verus Financial Partners
Virginia
$872K +$1.96K +33 +0.2%
PFS
103
Prospera Financial Services
Texas
$864K +$48.6K +846 +6%
UWM
104
USAdvisors Wealth Management
Minnesota
$857K -$34.8K -605 -4%
CPSAC
105
Chas P. Smith & Associates (CPS)
Florida
$854K -$32.1K -559 -4%
BA
106
Bridgewater Advisors
New York
$840K +$172 +3 +0%
ASI
107
Advisory Services & Investments
Oregon
$820K +$820K +14,261 New
MWPCG
108
Measured Wealth Private Client Group
New Hampshire
$786K -$13.2K -229 -2%
IWC
109
Integrated Wealth Concepts
Massachusetts
$765K +$29K +505 +4%
AFS
110
Annapolis Financial Services
Maryland
$764K +$122K +2,122 +19%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$751K
PC
112
Peavine Capital
Nevada
$742K
Stifel Financial
113
Stifel Financial
Missouri
$742K +$15.2K +264 +2%
IFWM
114
Institute for Wealth Management
Colorado
$713K
Financial Engines Advisors
115
Financial Engines Advisors
California
$685K +$685K +11,913 New
RJA
116
Raymond James & Associates
Florida
$677K +$287 +5 +0%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$670K +$105K +1,817 +18%
SW
118
SVB Wealth
Massachusetts
$651K +$288 +5 +0%
MGIA
119
Moneta Group Investment Advisors
Missouri
$628K -$172 -3 -0%
CAMG
120
CWA Asset Management Group
Florida
$625K -$1.21K -21 -0.2%
AAS
121
Avantax Advisory Services
Texas
$615K +$57.3K +997 +10%
AWA
122
Arete Wealth Advisors
Illinois
$606K +$1.21K +21 +0.2%
PP
123
PrairieView Partners
Minnesota
$599K
FSWA
124
Financial Synergies Wealth Advisors
Texas
$595K +$1.32K +23 +0.2%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$595K +$107K +1,860 +22%