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Dimensional US Small Cap Value ETF

186 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+33
Holders Change %
+21.57%
% of All Funds
2.98%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
46
Increased
97
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$155M 6,219,532 -47,215 -0.8%
JFG
2
JMG Financial Group
Illinois
$106M 4,269,488 +532,867 +14%
RWM
3
Ritholtz Wealth Management
New York
$39.3M 1,575,771 +32,892 +2%
Corient Private Wealth
4
Corient Private Wealth
Florida
$30.2M 1,210,681 +171,916 +17%
PFO
5
Pathstone Family Office
New Jersey
$24.7M 990,013 -992,541 -50%
MWM
6
Modera Wealth Management
New Jersey
$19.8M 793,750 +793,750 New
TI
7
Truepoint Inc
Ohio
$18.5M 743,767 -53,370 -7%
IFA
8
Index Fund Advisors
California
$18.1M 725,827 +138,440 +24%
SCM
9
Stordahl Capital Management
Colorado
$17.1M 683,973 +43,143 +7%
MFWP
10
Mosaic Family Wealth Partners
Missouri
$16.2M 651,224 +409,515 +169%
B
11
BetterWealth
California
$14.6M 587,180 +15,590 +3%
GWM
12
Geneos Wealth Management
Colorado
$14.5M 582,906 +582,906 New
ACP
13
Aveo Capital Partners
Colorado
$14.3M 574,459 +60,547 +12%
AWM
14
AE Wealth Management
Kansas
$14.1M 564,059 +564,059 New
RS
15
Retirement Solution
Washington
$14M 561,454 +561,454 New
JTWM
16
Jackson Thornton Wealth Management
Alabama
$13.4M 538,221 +36,730 +7%
AFA
17
Alpha Financial Advisors
North Carolina
$12.7M 510,496 +510,496 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.3M 493,609 -475,293 -49%
LPL Financial
19
LPL Financial
California
$11.9M 476,088 +140,316 +42%
HWM
20
Hassell Wealth Management
Louisiana
$11.4M 477,852 +61,958 +15%
3LCM
21
3D/L Capital Management
Connecticut
$9.82M 393,853 -17,209 -4%
VW
22
Vance Wealth
California
$9.08M 364,185 +117,317 +48%
SIAG
23
Safeguard Investment Advisory Group
California
$8.33M 334,075 +334,075 New
CPA
24
Cardiff Park Advisors
California
$7.97M 319,698 +14,628 +5%
PA
25
Pinnacle Associates
New York
$7.5M 300,980 +300,980 New