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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 %
BFPW
201
BOK Financial Private Wealth
Colorado
$452K
RSWM
202
Robertson Stephens Wealth Management
California
$446K -$7.45K -133 -2%
CIA
203
Cladis Investment Advisory
Montana
$444K -$39.2K -700 -8%
AWS
204
Atria Wealth Solutions
New York
$438K +$438K +7,821 New
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$435K +$435K +7,760 New
EIG
206
Ellenbecker Investment Group
Wisconsin
$426K +$504 +9 +0.1%
FPCP
207
Fort Point Capital Partners
California
$425K
PPW
208
Parcion Private Wealth
Washington
$407K
HPC
209
HM Payson & Co
Maine
$404K +$232K +4,133 +135%
B
210
Bridgeworth
Alabama
$395K
SSW
211
Stone Summit Wealth
Florida
$380K
MWC
212
MBM Wealth Consultants
Missouri
$374K
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$370K +$370K +6,608 New
BFA
214
Bill Few Associates
Pennsylvania
$368K
CSI
215
Cross Staff Investments
New York
$364K
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$360K +$360K +6,416 New
OPS
217
Orion Portfolio Solutions
Nebraska
$359K -$45.3K -808 -11%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$357K
AFA
219
American Financial Advisors
Georgia
$357K +$280 +5 +0.1%
AWM
220
Angeles Wealth Management
California
$348K +$348K +6,204 New
Brown Advisory
221
Brown Advisory
Maryland
$340K -$342K -6,095 -50%
VCM
222
Versant Capital Management
Arizona
$339K +$339K +6,039 New
DPI
223
Diversified Portfolios Inc
Michigan
$337K -$157K -2,799 -32%
BAWC
224
Boyce & Associates Wealth Consulting
Texas
$336K +$336K +5,991 New
CAN
225
Cetera Advisor Networks
California
$330K -$49.4K -881 -13%