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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 %
CFG
126
Citizens Financial Group
Rhode Island
$582K +$582K +10,118 New
AC
127
AWM Capital
Arizona
$576K +$576K +9,145 New
SC
128
Sawyer & Company
Massachusetts
$573K
MG
129
Mather Group
Illinois
$549K
MA
130
MUFG Americas
New York
$548K +$177K +3,086 +48%
BFPW
131
BOK Financial Private Wealth
Colorado
$538K -$156K -2,719 -23%
KeyBank National Association
132
KeyBank National Association
Ohio
$534K +$534K +9,281 New
PFBT
133
Parkside Financial Bank & Trust
Missouri
$529K
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$512K +$38.2K +665 +8%
MIC
135
Meridian Investment Counsel
California
$506K
KCPG
136
Kavar Capital Partners Group
Kansas
$505K +$1.09K +19 +0.2%
HWM
137
Hemington Wealth Management
Virginia
$494K +$494K +8,588 New
W
138
WealthOne
New York
$491K -$14.3K -248 -3%
CA
139
Cornerstone Advisory
Maryland
$485K
OPCM
140
Osborne Partners Capital Management
California
$485K
RSWM
141
Robertson Stephens Wealth Management
California
$465K
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$451K
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$447K +$447K +7,780 New
CFS
144
CRA Financial Services
New Jersey
$444K
WCM
145
Wealthcare Capital Management
Virginia
$443K -$16.3K -283 -4%
PPW
146
Parcion Private Wealth
Washington
$430K +$430K +7,259 New
EIG
147
Ellenbecker Investment Group
Wisconsin
$427K +$427K +7,435 New
CFGS
148
Concourse Financial Group Securities
Alabama
$412K -$7.42K -129 -2%
B
149
Bridgeworth
Alabama
$405K
CAN
150
Cetera Advisor Networks
California
$388K +$21K +365 +6%