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Dimensional US Small Cap ETF

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

855% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 11

152% more funds holding in top 10

Funds holding in top 10: 2153 (+32)

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

65% more capital invested

Capital invested by funds: $1.6B → $2.63B (+$1.03B)

38% more funds holding

Funds holding: 237328 (+91)

20.13% more ownership

Funds ownership: 46.01%66.14% (+20%)

Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.05%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Index Fund Advisors
California
$412M +$415M +6,866,013 New
Creative Planning
2
Creative Planning
Kansas
$395M +$37.2M +616,678 +10%
BSW
3
Buckingham Strategic Wealth
Missouri
$156M -$702K -11,625 -0.4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$122M +$2.09M +34,690 +2%
TWA
5
TCI Wealth Advisors
Arizona
$105M +$3.66M +60,601 +4%
PL
6
Plancorp LLC
Missouri
$93.7M -$1.62M -26,789 -2%
RCG
7
Resource Consulting Group
Florida
$82M +$82.5M +1,366,430 New
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$62.2M +$491K +8,124 +0.8%
EAM
9
Evanson Asset Management
California
$41.2M +$658K +10,898 +2%
MRWM
10
ML&R Wealth Management
Texas
$37.2M +$37.4M +619,956 New
SC
11
Savant Capital
Illinois
$37.1M -$430K -7,126 -1%
DFS
12
Dixon Fnancial Services
California
$37.1M +$37.3M +617,618 New
FG
13
Foster Group
Iowa
$36.2M -$1.01M -16,739 -3%
CL
14
Choreo LLC
Illinois
$34M -$381K -6,314 -1%
MWM
15
Modera Wealth Management
New Jersey
$33.3M +$3.03M +50,091 +10%
HIG
16
Heritage Investment Group
Florida
$33.1M +$33.3M +551,115 New
BHWM
17
Beaird Harris Wealth Management
Texas
$32.4M +$32.6M +539,338 New
DHGWA
18
Dixon Hughes Goodman Wealth Advisors
North Carolina
$32.1M +$32.3M +535,178 New
CCM
19
Carlson Capital Management
Minnesota
$26.9M -$2.15M -35,643 -7%
DY
20
Dowling & Yahnke
California
$26.8M -$1.36M -22,562 -5%
AP
21
Adero Partners
California
$26.5M +$1.23M +20,416 +5%
Comerica Bank
22
Comerica Bank
Texas
$24.9M +$2.95M +48,837 +12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.6M +$3.05M +50,561 +16%
MAM
24
McLean Asset Management
Virginia
$20.5M -$1.35M -22,338 -6%
SFA
25
Sequoia Financial Advisors
Ohio
$19.9M +$20M +331,608 New