DFAS icon

Dimensional US Small Cap ETF

370 hedge funds and large institutions have $2.5B invested in Dimensional US Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
6.4%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.9%
New
36
Increased
166
Reduced
89
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
201
Grand Wealth Management
Michigan
$702K
BWG
202
Beta Wealth Group
California
$700K +$2.93K +63 +0.4%
IWC
203
Integrated Wealth Concepts
Massachusetts
$699K +$10.4K +224 +2%
VFA
204
Valeo Financial Advisors
Indiana
$698K +$186 +4 +0%
Stifel Financial
205
Stifel Financial
Missouri
$692K +$126K +2,700 +22%
JC
206
Jentner Corp
Ohio
$690K -$87.9K -1,889 -11%
WIM
207
Warwick Investment Management
Texas
$684K +$1.91K +41 +0.3%
VFP
208
Verus Financial Partners
Virginia
$678K +$1.94K +39 +0.3%
Jane Street
209
Jane Street
New York
$676K -$3.12M -67,176 -82%
AWM
210
Avior Wealth Management
Nebraska
$667K -$4.18K -90 -0.6%
RCAG
211
Rehmann Capital Advisory Group
Michigan
$667K -$46.6K -1,001 -7%
ASFA
212
All Season Financial Advisors
Colorado
$651K +$77.4K +1,663 +13%
SEA
213
Stegent Equity Advisors
Texas
$646K -$66.9K -1,438 -9%
CPSAC
214
Chas P. Smith & Associates (CPS)
Florida
$635K -$11.6K -250 -2%
5L
215
55I LLC
Massachusetts
$633K +$370K +7,958 +141%
DT
216
Diversified Trust
Tennessee
$626K +$626K +13,457 New
CI
217
Cordant Inc
Oregon
$621K +$385K +8,279 +164%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$610K +$5.82K +125 +1%
SIC
219
SJS Investment Consulting
Ohio
$610K +$610K +13,107 New
AC
220
Applied Capital
Arkansas
$608K -$145K -3,111 -19%
PC
221
Peavine Capital
Nevada
$600K
TWM
222
Tanager Wealth Management
United Kingdom
$596K +$398K +8,548 +200%
WP
223
WealthSpring Partners
California
$585K +$585K +12,578 New
LNWWM
224
Laird Norton Wetherby Wealth Management
California
$585K -$27K -580 -4%
BFC
225
Bedel Financial Consulting
Indiana
$585K +$585K +11,238 New