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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 Market Value Shares Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$155M 6,266,747 +417,725 +7%
APF
2
Alaska Permanent Fund
Alaska
$139M 5,612,493 +5,612,493 New
JFG
3
JMG Financial Group
Illinois
$92.6M 3,736,621 +3,736,621 New
PFO
4
Pathstone Family Office
New Jersey
$49.1M 1,982,554 +157,994 +9%
RWM
5
Ritholtz Wealth Management
New York
$38.2M 1,542,879 +1,542,879 New
Corient Private Wealth
6
Corient Private Wealth
Florida
$25.7M 1,038,765 +1,038,765 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24M 968,902 +968,902 New
TI
8
Truepoint Inc
Ohio
$19.7M 797,137 -188,772 -19%
SCM
9
Stordahl Capital Management
Colorado
$15.9M 640,830 +43,314 +7%
Jane Street
10
Jane Street
New York
$15.6M 627,938 +627,938 New
IFA
11
Index Fund Advisors
California
$14.6M 587,387 +217,412 +59%
B
12
BetterWealth
California
$14.2M 571,590 +27,779 +5%
ACP
13
Aveo Capital Partners
Colorado
$12.7M 513,912 +209,149 +69%
JTWM
14
Jackson Thornton Wealth Management
Alabama
$12.4M 501,491 +19,393 +4%
HWM
15
Hassell Wealth Management
Louisiana
$11M 415,894 +415,894 New
3LCM
16
3D/L Capital Management
Connecticut
$10.2M 411,062 +11,720 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.02M 364,080 +162,932 +81%
LPL Financial
18
LPL Financial
California
$8.32M 335,772 +335,772 New
EWA
19
EP Wealth Advisors
California
$7.56M 305,343 +305,343 New
CPA
20
Cardiff Park Advisors
California
$7.56M 305,070 +38,829 +15%
VW
21
Vance Wealth
California
$6.11M 246,868 +246,868 New
LEFP
22
Leading Edge Financial Planning
Tennessee
$6.02M 243,192 +243,192 New
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$5.99M 241,953 +74,417 +44%
MFWP
24
Mosaic Family Wealth Partners
Missouri
$5.99M 241,709 +241,709 New
HighTower Advisors
25
HighTower Advisors
Illinois
$5.44M 219,270 +194,821 +797%