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Dimensional US Small Cap Value ETF

153 hedge funds and large institutions have $859M invested in Dimensional US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 56 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
153
Holders Change
+78
Holders Change %
+104%
% of All Funds
2.47%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.31%
New
84
Increased
56
Reduced
8
Closed
3
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$2.2M +$2.2M +1,831 New
HIGP
52
Hill Investment Group Partners
Missouri
$2.08M +$779K +31,444 +60%
EK
53
Evensky & Katz
Florida
$2.03M +$181K +7,325 +10%
CHP
54
Cable Hill Partners
Oregon
$1.97M +$1.97M +79,427 New
SHFA
55
SC&H Financial Advisors
Maryland
$1.95M +$7.73K +312 +0.4%
KAM
56
KEB Asset Management
Illinois
$1.82M +$1.17M +47,345 +181%
PFA
57
Pettinga Financial Advisors
Indiana
$1.8M +$1.8M +72,830 New
WDG
58
Wealth Dimensions Group
Ohio
$1.69M +$1.69M +68,214 New
API
59
Advisor Partners II
California
$1.61M +$1.61M +65,164 New
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$1.41M +$1.41M +56,855 New
TRCT
61
Tower Research Capital (TRC)
New York
$1.39M +$792K +31,978 +133%
GTAM
62
Global Trust Asset Management
Florida
$1.36M -$189K -7,640 -12%
SAG
63
SageView Advisory Group
California
$1.35M +$1.35M +54,512 New
SFP
64
Sterling Financial Planning
New Jersey
$1.35M +$269K +10,870 +25%
JC
65
Jentner Corp
Ohio
$1.33M +$1.33M +53,614 New
Citadel Advisors
66
Citadel Advisors
Florida
$1.3M -$846K -34,156 -39%
AIS
67
American Investment Services
Massachusetts
$1.27M +$375K +15,154 +42%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1.19M +$15.5K +626 +1%
PWIA
69
Porter White Investment Advisors
Alabama
$1.18M +$1.18M +47,771 New
SFG
70
SNS Financial Group
Minnesota
$1.15M -$76.7K -3,095 -6%
ZF
71
Zhang Financial
Michigan
$1.03M +$1.03M +41,698 New
RF
72
Resolute Financial
Massachusetts
$1.02M +$557K +22,468 +120%
MWM
73
Meritas Wealth Management
California
$985K +$985K +39,753 New
DPI
74
Diversified Portfolios Inc
Michigan
$978K +$600K +24,214 +159%
PGFC
75
Peapack-Gladstone Financial Corp
New Jersey
$969K +$289K +11,686 +43%