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Dimensional US Small Cap ETF

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.31%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
201
Pioneer Wealth Management Group
Texas
$1.37M +$132K +2,508 +11%
RA
202
RFG Advisory
Alabama
$1.36M +$474 +9 +0%
SC
203
Shearwater Capital
Colorado
$1.35M -$41K -778 -3%
AC
204
AWM Capital
Arizona
$1.31M +$740K +14,043 +130%
EWA
205
EverSource Wealth Advisors
Alabama
$1.3M
SWP
206
Stratos Wealth Partners
Ohio
$1.23M +$580 +11 +0%
EWP
207
Elevation Wealth Partners
California
$1.21M +$1.21M +22,951 New
CI
208
Cordant Inc
Oregon
$1.2M +$286K +5,426 +31%
PA
209
PFG Advisors
Arizona
$1.17M +$1.17M +22,269 New
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$1.14M +$477K +9,043 +72%
PFM
211
Phillips Financial Management
Indiana
$1.14M +$194K +3,690 +21%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$1.13M -$1.53M -29,047 -57%
AWS
213
Atria Wealth Solutions
New York
$1.13M +$118K +2,243 +12%
Stifel Financial
214
Stifel Financial
Missouri
$1.12M +$36.4K +690 +3%
HIA
215
HTG Investment Advisors
Connecticut
$1.12M +$94.4K +1,791 +9%
QFA
216
Quantum Financial Advisors
California
$1.1M -$3.32K -63 -0.3%
MA
217
Mutual Advisors
Nebraska
$1.1M +$120K +2,273 +12%
RLIM
218
Red Lighthouse Investment Management
New York
$1.09M
RCAG
219
Rehmann Capital Advisory Group
Michigan
$1.08M +$11.6K +221 +1%
PFO
220
Pathstone Family Office
New Jersey
$1.07M -$1.07M -20,245 -50%
DFC
221
DBK Financial Counsel
Ohio
$1.04M +$168K +3,190 +19%
SIAG
222
Safeguard Investment Advisory Group
California
$1.03M -$101K -1,917 -9%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$1.03M +19,514 New
WFA
224
Websterrogers Financial Advisors
South Carolina
$1.02M -$28.5K -540 -3%
JIC
225
Johnson Investment Counsel
Ohio
$1.01M -$3.74K -71 -0.4%