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Dimensional US Small Cap Value ETF

75 hedge funds and large institutions have $341M invested in Dimensional US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+20
Holders Change %
+36.36%
% of All Funds
1.3%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
23
Increased
46
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$127M 5,849,022 +99,905 +2%
PFO
2
Pathstone Family Office
New Jersey
$39.8M 1,824,560 +1,824,560 New
TI
3
Truepoint Inc
Ohio
$21.5M 985,909 +231,654 +31%
BDF
4
Balasa Dinverno & Foltz
$16.8M 771,493 +244,062 +46%
SCM
5
Stordahl Capital Management
Colorado
$13M 597,516 +405,462 +211%
B
6
BetterWealth
California
$11.9M 543,811 +25,547 +5%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$10.6M 486,094 +486,094 New
JTWM
8
Jackson Thornton Wealth Management
Alabama
$10.5M 482,098 +482,098 New
3LCM
9
3D/L Capital Management
Connecticut
$8.7M 399,342 +5,972 +2%
IFA
10
Index Fund Advisors
California
$8.06M 369,975 +216,470 +141%
ACP
11
Aveo Capital Partners
Colorado
$6.64M 304,763 +41,998 +16%
CPA
12
Cardiff Park Advisors
California
$5.8M 266,241 +261,181 +5,162%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.38M 201,148 +181,949 +948%
ASI
14
Advisory Services & Investments
Oregon
$3.56M 163,556 +39,905 +32%
CPIG
15
Chicago Partners Investment Group
Illinois
$3.2M 127,180 +32,662 +35%
PFM
16
Phillips Financial Management
Indiana
$3.09M 141,775 +2,737 +2%
BO
17
BRR OpCo
Ohio
$2.84M 130,167 +44,888 +53%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.51M 100,000
TWP
19
Total Wealth Planning
Ohio
$2.42M 111,134 +62,261 +127%
EAM
20
Evanson Asset Management
California
$2.22M 102,031 +17,849 +21%
AA
21
Advisory Alpha
Michigan
$2.19M 100,361 +100,361 New
FFC
22
Fure Financial Corporation
Minnesota
$1.93M 88,708 +88,708 New
EP
23
Equius Partners
California
$1.92M 88,249 +21,321 +32%
Citadel Advisors
24
Citadel Advisors
Florida
$1.89M 86,600 +86,600 New
RVPG
25
Relative Value Partners Group
$1.84M 84,318 +30,269 +56%