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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.

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 Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$344M 5,974,356 +237,546 +4%
BSW
2
Buckingham Strategic Wealth
Missouri
$150M 2,612,703 +115,178 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$115M 2,006,491 +524,914 +35%
TWA
4
TCI Wealth Advisors
Arizona
$97.4M 1,693,524 +47,600 +3%
PL
5
Plancorp LLC
Missouri
$91.4M 1,589,017 +392 +0%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$59.1M 1,028,183 -1,101 -0.1%
EAM
7
Evanson Asset Management
California
$39.3M 676,405 +5,815 +0.9%
SC
8
Savant Capital
Illinois
$36M 626,173 -7,205 -1%
FG
9
Foster Group
Iowa
$35.7M 620,427 -10,134 -2%
CL
10
Choreo LLC
Illinois
$32.9M 572,977 -2,778 -0.5%
MWM
11
Modera Wealth Management
New Jersey
$29.1M 505,730 +82,784 +20%
CCM
12
Carlson Capital Management
Minnesota
$27.9M 484,601 -13,246 -3%
DY
13
Dowling & Yahnke
California
$27M 468,851 -17,899 -4%
Comerica Bank
14
Comerica Bank
Texas
$24.3M 403,557 +403,557 New
AP
15
Adero Partners
California
$24.2M 421,174 +14,607 +4%
MAM
16
McLean Asset Management
Virginia
$22.2M 369,507 -2,273 -0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$17.8M 308,914 +24,511 +9%
EWM
18
Empirical Wealth Management
Washington
$15.5M 269,849 +5,743 +2%
SWA
19
Sax Wealth Advisors
New Jersey
$15.4M 267,740 +267,740 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$14.1M 246,023 -30,370 -11%
LPL Financial
21
LPL Financial
California
$13.7M 238,100 +25,079 +12%
LFS
22
Lutz Financial Services
Nebraska
$13M 225,496 -245 -0.1%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$11.8M 204,446 +27,616 +16%
PFA
24
Pure Financial Advisors
California
$11.7M 204,147 +29,167 +17%
1WM
25
1900 Wealth Management
Texas
$9.98M 173,610 -777 -0.4%