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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 %
WFA
176
Wipfli Financial Advisors
Wisconsin
$273K +$151K +2,633 +124%
WFAG
177
Wescott Financial Advisory Group
Pennsylvania
$271K +$115 +2 +0%
WIA
178
World Investment Advisors
California
$268K -$10.1K -175 -4%
RWM
179
RKL Wealth Management
Pennsylvania
$267K +$267K +4,645 New
EFS
180
Essex Financial Services
Connecticut
$265K
JIC
181
Joel Isaacson & Co
New York
$261K +$48.3K +841 +23%
HWA
182
HCR Wealth Advisors
California
$259K +$259K +4,506 New
FRA
183
Frank Rimerman Advisors
California
$259K +$230 +4 +0.1%
BDF
184
Balasa Dinverno & Foltz
$248K
HI
185
Harbour Investments
Wisconsin
$247K +$57 +1 +0%
RC
186
RegentAtlantic Capital
New Jersey
$245K +$58 +1 +0%
BMCM
187
Bryn Mawr Capital Management
Pennsylvania
$244K
TIM
188
Tortoise Investment Management
New York
$238K +$66.1K +1,150 +38%
CBN
189
Cadence Bank NA
Texas
$230K
TFS
190
TrustCore Financial Services
Tennessee
$229K +$517 +9 +0.2%
Morgan Stanley
191
Morgan Stanley
New York
$229K +$229K +3,983 New
APP
192
Avantax Planning Partners
Iowa
$218K
FWM
193
Frontier Wealth Management
Missouri
$218K +$461 +8 +0.2%
VCP
194
Vista Capital Partners
Oregon
$212K +$460 +8 +0.2%
OPWM
195
Oakwell Private Wealth Management
Texas
$209K -$91.3K -1,587 -30%
EA
196
Efficient Advisors
Ohio
$207K +$230 +4 +0.1%
CI
197
Cordant Inc
Oregon
$193K
OC
198
Oakworth Capital
Alabama
$177K
CA
199
Clearstead Advisors
Ohio
$170K
AIM
200
Acropolis Investment Management
Missouri
$170K +$287 +5 +0.2%