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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 %
MWM
176
Merriman Wealth Management
Washington
$696K -$118K -2,112 -15%
IFWM
177
Institute for Wealth Management
Colorado
$695K
SEI Investments
178
SEI Investments
Pennsylvania
$694K -$95K -1,695 -12%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$682K +$682K +12,170 New
MGIA
180
Moneta Group Investment Advisors
Missouri
$613K
CAMG
181
CWA Asset Management Group
Florida
$611K +$112 +2 +0%
AWA
182
Arete Wealth Advisors
Illinois
$605K +$673 +12 +0.1%
Stifel Financial
183
Stifel Financial
Missouri
$603K -$175K -3,123 -23%
BA
184
BCM Advisors
Louisiana
$599K +$35.1K +651 +6%
PP
185
PrairieView Partners
Minnesota
$584K
CFG
186
Citizens Financial Group
Rhode Island
$583K +$785 +14 +0.1%
SC
187
Sawyer & Company
Massachusetts
$559K
MA
188
MUFG Americas
New York
$535K
MG
189
Mather Group
Illinois
$535K
KeyBank National Association
190
KeyBank National Association
Ohio
$520K
KS
191
Karpas Strategies
Connecticut
$517K +$188K +3,358 +57%
KCPG
192
Kavar Capital Partners Group
Kansas
$506K +$673 +12 +0.1%
MIC
193
Meridian Investment Counsel
California
$493K
US Bancorp
194
US Bancorp
Minnesota
$493K +$18.7K +333 +4%
AC
195
AWM Capital
Arizona
$492K -$20.3K -362 -4%
Betterment LLC
196
Betterment LLC
New York
$489K +$117K +2,087 +31%
RPCA
197
Running Point Capital Advisors
California
$486K
CIA
198
Capital Investment Advisors
Georgia
$486K +$486K +8,670 New
OPCM
199
Osborne Partners Capital Management
California
$473K
PFBT
200
Parkside Financial Bank & Trust
Missouri
$455K -$60.7K -1,084 -12%