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Dimensional US Small Cap ETF

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.07%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$635K -$63.4K -1,057 -9%
PP
177
PrairieView Partners
Minnesota
$625K
CFG
178
Citizens Financial Group
Rhode Island
$623K +$15.9K +265 +3%
SC
179
Sawyer & Company
Massachusetts
$598K
BA
180
BCM Advisors
Louisiana
$581K +$229K +4,132 +65%
MWM
181
Mattern Wealth Management
Kansas
$581K +$581K +9,681 New
MG
182
Mather Group
Illinois
$572K
MA
183
MUFG Americas
New York
$572K
KeyBank National Association
184
KeyBank National Association
Ohio
$557K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$552K
AC
186
AWM Capital
Arizona
$549K
KCPG
187
Kavar Capital Partners Group
Kansas
$541K +$13.8K +230 +3%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$535K
W
189
WealthOne
New York
$531K +$19.3K +321 +4%
MIC
190
Meridian Investment Counsel
California
$528K
DPI
191
Diversified Portfolios Inc
Michigan
$528K +$131K +2,183 +33%
RPCA
192
Running Point Capital Advisors
California
$520K +$520K +8,661 New
CIA
193
Cladis Investment Advisory
Montana
$517K +$517K +8,617 New
US Bancorp
194
US Bancorp
Minnesota
$508K +$210K +3,501 +71%
OPCM
195
Osborne Partners Capital Management
California
$506K
KWP
196
Keystone Wealth Partners
Arizona
$499K +$499K +8,317 New
RSWM
197
Robertson Stephens Wealth Management
California
$485K
BFPW
198
BOK Financial Private Wealth
Colorado
$483K -$77.5K -1,293 -14%
LNWWM
199
Laird Norton Wetherby Wealth Management
California
$471K
CFS
200
CRA Financial Services
New Jersey
$463K