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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 %
Franklin Resources
201
Franklin Resources
California
$163K +$746 +13 +0.5%
GT
202
Glenmede Trust
Pennsylvania
$135K
NOI
203
Newton One Investments
Delaware
$134K +$173 +3 +0.1%
RTL
204
Red Tortoise LLC
Georgia
$131K +$131K +2,818 New
EBA
205
Eagle Bay Advisors
New York
$115K +$115K +2,021 New
First Manhattan
206
First Manhattan
New York
$114K +$114K +1,986 New
EW
207
Evoke Wealth
California
$111K -$99.5K -1,735 -47%
AW
208
Alaethes Wealth
Nevada
$103K
ACA
209
Atlas Capital Advisors
Wyoming
$96.2K +$29.9K +520 +45%
BC
210
Bartlett & Co
Ohio
$95K
BCWM
211
Bartlett & Co Wealth Management
Ohio
$94.6K
TFM
212
TFC Financial Management
Massachusetts
$89K
CFFP
213
Center for Financial Planning
Michigan
$87K
CTC
214
Central Trust Company
Missouri
$72K +$1.79K +31 +3%
CCM
215
Covington Capital Management
California
$71K
SBL
216
Sargent Bickham Lagudis
Colorado
$68K
SPIA
217
Steward Partners Investment Advisory
New York
$66K
VCM
218
Vigilant Capital Management
Maine
$62K +$62K +1,079 New
S
219
SignatureFD
Georgia
$61K
APA
220
American Portfolios Advisors
New York
$47.8K +$6.61K +115 +16%
SN
221
Sittner & Nelson
Oregon
$45K +$45K +788 New
PCFFS
222
Pacific Center for Financial Services
California
$42K
BC
223
Burleson & Co
California
$41K
LWM
224
Liberty Wealth Management
California
$40K
EWM
225
Evermay Wealth Management
Virginia
$27K