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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 %
ADL
151
Asset Dedication LLC
California
$941K -$14K -250 -1%
PFM
152
Phillips Financial Management
Indiana
$939K +$939K +16,756 New
PFS
153
Prospera Financial Services
Texas
$931K
CSWM
154
Cassady Schiller Wealth Management
Ohio
$925K +$22.5K +402 +2%
BWG
155
Beta Wealth Group
California
$923K +$923K +16,463 New
RGF
156
Retirement Guys Formula
Ohio
$918K +$918K +16,378 New
WFAG
157
Wescott Financial Advisory Group
Pennsylvania
$911K +$659K +11,762 +262%
WW
158
Waterfront Wealth
Kansas
$884K +$10.5K +194 +1%
RWA
159
RGT Wealth Advisors
Texas
$874K +$147K +2,630 +20%
AWM
160
Avior Wealth Management
Nebraska
$865K -$8.52K -152 -1%
ASI
161
Advisory Services & Investments
Oregon
$859K +$12.8K +228 +2%
GWM
162
Grand Wealth Management
Michigan
$846K
RCAG
163
Rehmann Capital Advisory Group
Michigan
$841K +$140K +2,489 +20%
VFA
164
Valeo Financial Advisors
Indiana
$840K +$840K +14,990 New
SW
165
SVB Wealth
Massachusetts
$835K +$197K +3,507 +31%
Cerity Partners
166
Cerity Partners
New York
$835K +$835K +58,343 New
RVPG
167
Relative Value Partners Group
$824K +$824K +14,692 New
WIM
168
Warwick Investment Management
Texas
$820K +$1.12K +20 +0.1%
UWM
169
USAdvisors Wealth Management
Minnesota
$815K +$23.2K +413 +3%
CPSAC
170
Chas P. Smith & Associates (CPS)
Florida
$780K -$47.5K -847 -6%
SIC
171
SJS Investment Consulting
Ohio
$735K -$17K -303 -2%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$734K
CFO
173
Collective Family Office
Pennsylvania
$727K +$727K +12,963 New
PC
174
Peavine Capital
Nevada
$723K
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$705K +$265K +4,729 +60%