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Dimensional US Small Cap ETF

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.32%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
101
Claris Advisors
Missouri
$5.55M +$56.8K +1,077 +1%
BA
102
Bridgewater Advisors
New York
$5.5M +$515K +9,767 +10%
PWM
103
PBMares Wealth Management
Virginia
$5.45M -$4.74K -90 -0.1%
CCM
104
Colorado Capital Management
Colorado
$5.45M -$71.4K -1,355 -1%
NA
105
NewEdge Advisors
Louisiana
$5.44M +$3.23M +61,264 +146%
RJA
106
Raymond James & Associates
Florida
$5.43M +$101K +1,919 +2%
UCFA
107
United Capital Financial Advisors
Texas
$5.32M -$22.9K -434 -0.4%
CWM
108
CarsonAllaria Wealth Management
Illinois
$5.31M -$5.48K -104 -0.1%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$5.31M -$468K -8,875 -8%
HIGP
110
Hill Investment Group Partners
Missouri
$5.26M -$25.9K -491 -0.5%
RLWM
111
RF&L Wealth Management
Massachusetts
$5.21M -$6.32K -120 -0.1%
KCM
112
KM Capital Management
Texas
$5.15M +$321K +6,097 +7%
SSC
113
Syverson Strege & Co
Iowa
$5.08M +$392K +7,444 +8%
WT
114
Whittier Trust
California
$5.06M
AFS
115
Annapolis Financial Services
Maryland
$5.06M +$1.41M +26,777 +39%
RWM
116
Ruedi Wealth Management
Illinois
$4.87M -$56.7K -1,075 -1%
FCA
117
FLC Capital Advisors
California
$4.77M +$505K +9,588 +12%
HR
118
Hardy Reed
Mississippi
$4.68M +$260K +4,928 +6%
PFG
119
Pinnacle Financial Group
Illinois
$4.65M +$2.66M +50,424 +133%
TFG
120
Tilson Financial Group
New Jersey
$4.6M +$152K +2,877 +3%
EW
121
Enzi Wealth
Texas
$4.59M +$3.09M +58,848 +206%
HighTower Advisors
122
HighTower Advisors
Illinois
$4.59M -$673K -12,778 -13%
DAS
123
Dynamic Advisor Solutions
Arizona
$4.58M +$846K +16,051 +23%
AA
124
Advisory Alpha
Michigan
$4.51M +$149K +2,822 +3%
BAM
125
Bayshore Asset Management
Florida
$4.5M -$23.9K -453 -0.5%