IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

US Small Cap Grow POR ETF (DUSG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Richardson Capital Management LLC
NEW
Shares156,933
Change+156,933
Value$5.9M
Filed 2026-10-23
Mather Group, Llc.
NEW
Shares89,950
Change+89,950
Value$4.4M
Filed 2026-10-14
Dimensional Fund Advisors LP
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.2M (-$85.2K)
Filed 2026-11-04
BIP Wealth, LLC
NEW
Shares5,282
Change+5,282
Value$260.4K
Filed 2026-10-22
Signal Advisors Wealth, LLC
NEW
Shares4,551
Change+4,551
Value$224.4K
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares602 from 1
Change+601 (+60100%)
Value$29.7K (+$29.6K)
Filed 2026-11-03
NorthAvenue LLC
NEW
Shares234
Change+234
Value$11.5K
Filed 2026-10-29
Burk Holdings LLC
NEW
Shares2
Change+2
Value$99
Filed 2026-11-05
Goldman Sachs Group Inc
N/A
Shares— from 16,875
Change-16,875 (-100%)
Value—
Status
Richardson Capital Management LLC
NEW156,933—+156,933——$5.9M—2026-10-23
Mather Group, Llc.
NEW89,950—+89,950——$4.4M—2026-10-14
Dimensional Fund Advisors LP
UNCHANGED25,00025,00000%$1.3M$1.2M-$85.2K2026-11-04
BIP Wealth, LLC
NEW5,282—+5,282——$260.4K—2026-10-22
Signal Advisors Wealth, LLC
NEW4,551—+4,551——$224.4K—2026-10-13
Asset Dedication, LLC
INCREASED6021+601+60100%$53$29.7K+$29.6K2026-11-03
NorthAvenue LLC
NEW234—+234——$11.5K—2026-10-29
Burk Holdings LLC
NEW2—+2——$99—2026-11-05
Goldman Sachs Group Inc
N/A—16,875-16,875-100%$889.6K———
Showing 9 of 9 institutions