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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$36.6M
2
SC
2
Savant Capital
Illinois
$85.1M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.3M
5
APF
5
Alaska Permanent Fund
Alaska
$247M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
AWM
2
Arista Wealth Management
Nevada
$14.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$821K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$527K
5
TI
5
Truepoint Inc
Ohio
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRCM
226
Signature Resources Capital Management
California
$296K – – –
CHAM
227
Clear Harbor Asset Management
Connecticut
$295K +$295K +9,805 New
LFA
228
Lauterbach Financial Advisors
Texas
$295K +$26.6K +883 +10%
ASN
229
Advisory Services Network
Georgia
$294K +$72.5K +2,410 +33%
BHWM
230
Beaird Harris Wealth Management
Texas
$286K +$286K +9,500 New
THL
231
Tillman Hartley LLC
Colorado
$279K +$279K +9,269 New
SIMC
232
Squire Investment Management Company
Utah
$273K +$273K +9,075 New
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$260K -$52.6K -1,749 -17%
NFP
234
Narus Financial Partners
Utah
$258K +$6.17K +205 +2%
APG
235
Abacus Planning Group
South Carolina
$255K +$662 +22 +0.3%
SWM
236
Spire Wealth Management
Virginia
$252K +$65.3K +2,168 +35%
EWA
237
Elevate Wealth Advisory
Georgia
$238K -$84K -2,791 -26%
AFGAS
238
Allegiance Financial Group Advisory Services
Virginia
$234K +$451 +15 +0.2%
AWM
239
Aspire Wealth Management
Massachusetts
$220K +$17.5K +580 +9%
RIP
240
RAM Investment Partners
Washington
$218K – – –
SPI
241
Sutton Place Investors
New York
$217K -$301 -10 -0.1%
APC
242
Aspire Private Capital
North Carolina
$217K +$70.7K +2,348 +48%
BCA
243
Bay Colony Advisors
Massachusetts
$213K +$213K +7,075 New
HIC
244
Hartline Investment Corp
Illinois
$213K +$213K +7,075 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$204K – – –
RIM
246
Rockbridge Investment Management
New York
$203K -$16.7K -555 -8%
PMG
247
ProVise Management Group
Florida
$201K +$201K +6,688 New
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$173K -$34.8K -1,156 -17%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$169K – – –
GM
250
GeoWealth Management
Illinois
$147K +$147K +4,879 New
8 9
10
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