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Dimensional US Small Cap ETF

318 hedge funds and large institutions have $2.59B invested in Dimensional US Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 77 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-10
Holders Change %
-3.05%
% of All Funds
5.03%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.73%
New
46
Increased
123
Reduced
77
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
126
Applied Capital
Arkansas
$1.7M +$1.7M +30,306 New
IAG
127
Investment Advisory Group
Massachusetts
$1.66M +$56 +1 +0%
PWA
128
Physician Wealth Advisors
Utah
$1.64M +$1.64M +30,284 New
MA
129
Montag & Associates
Georgia
$1.61M
BA
130
Bridgewater Advisors
New York
$1.52M +$412K +7,355 +37%
SPI
131
Sutton Place Investors
New York
$1.52M +$859K +16,015 +131%
RA
132
RFG Advisory
Alabama
$1.51M +$1.51M +27,012 New
TC
133
TAGStone Capital
North Carolina
$1.49M +$1.01K +18 +0.1%
AFS
134
Annapolis Financial Services
Maryland
$1.48M +$399K +7,116 +37%
GAM
135
Gemmer Asset Management
California
$1.45M +$246K +4,395 +21%
SEA
136
Stegent Equity Advisors
Texas
$1.3M -$965K -17,221 -43%
EH
137
Equitable Holdings
New York
$1.25M +$11.2K +200 +0.9%
WFA
138
Websterrogers Financial Advisors
South Carolina
$1.25M +$102K +1,807 +9%
JWA
139
JFS Wealth Advisors
Pennsylvania
$1.23M -$589K -10,500 -32%
EWA
140
EverSource Wealth Advisors
Alabama
$1.22M +$101K +1,796 +9%
CAM
141
Cresset Asset Management
Illinois
$1.17M -$20.3K -363 -2%
AWP
142
Abacus Wealth Partners
California
$1.15M -$1.2M -21,437 -51%
JIC
143
Johnson Investment Counsel
Ohio
$1.07M -$18.2K -325 -2%
TWP
144
Total Wealth Planning
Ohio
$1.07M +$1.07M +19,120 New
Morgan Stanley
145
Morgan Stanley
New York
$1.03M +$804K +14,337 +360%
EVM
146
Eaton Vance Management
Massachusetts
$1.02M
MA
147
Mutual Advisors
Nebraska
$1.02M +$6.73K +120 +0.7%
PB
148
Pinnacle Bancorp
Nebraska
$992K -$11.2K -199 -1%
MHS
149
M Holdings Securities
Oregon
$971K +$971K +17,319 New
USCWA
150
U.S. Capital Wealth Advisors
Texas
$957K