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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.

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 Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$392M 8,435,487 +811,702 +11%
IFA
2
Index Fund Advisors
California
$320M 6,878,735 +258,656 +4%
BSW
3
Buckingham Strategic Wealth
Missouri
$123M 2,644,502 +5,729 +0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$98.1M 2,109,314 -29,921 -1%
TWA
5
TCI Wealth Advisors
Arizona
$82M 1,762,116 +18,485 +1%
PL
6
Plancorp LLC
Missouri
$72.7M 1,562,735 +25,992 +2%
RCG
7
Resource Consulting Group
Florida
$66.3M 1,424,277 -1,367 -0.1%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$48.4M 1,041,291 +11,679 +1%
BHWM
9
Beaird Harris Wealth Management
Texas
$41.3M 888,662 +47,390 +6%
EAM
10
Evanson Asset Management
California
$34.1M 732,289 -5,820 -0.8%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$33.4M 717,647 +100,217 +16%
MRWM
12
ML&R Wealth Management
Texas
$28.6M 614,842 +36,899 +6%
DFS
13
Dixon Fnancial Services
California
$28.4M 610,477 -2,409 -0.4%
SC
14
Savant Capital
Illinois
$27.7M 596,389 -9,248 -2%
FG
15
Foster Group
Iowa
$26.6M 572,414 -17,919 -3%
Comerica Bank
16
Comerica Bank
Texas
$26.3M 528,578 -23,579 -4%
SCM
17
Stordahl Capital Management
Colorado
$25.7M 552,885 +134,315 +32%
CL
18
Choreo LLC
Illinois
$25.5M 548,131 -9,859 -2%
HIG
19
Heritage Investment Group
Florida
$24.9M 534,577 -4,898 -0.9%
AP
20
Adero Partners
California
$24.3M 487,650 +18,309 +4%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$24.2M 520,397 +304,110 +141%
Bank of America
22
Bank of America
North Carolina
$23.6M 508,006 +202,870 +66%
BFG
23
Bouchey Financial Group
New York
$23.6M 507,293 +19,632 +4%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$23.4M 503,681 -12,147 -2%
MWM
25
Modera Wealth Management
New Jersey
$21.4M 460,023 -71,777 -13%