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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

299 hedge funds and large institutions have $2.27B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+17
Holders Change %
+6.03%
% of All Funds
4.35%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
30
Increased
179
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$134M
2
AWM
2
Arista Wealth Management
Nevada
$45.2M
3
AAS
3
Avantax Advisory Services
Texas
$29.1M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$79M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$11.6M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$753K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
RVPG
3
Relative Value Partners Group
$0
4
VW
4
Vance Wealth
California
$7.2M
5
EWA
5
EP Wealth Advisors
California
$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
GEM Asset Management
Michigan
$394K +$1.58K +55 +0.4%
LFA
227
Lauterbach Financial Advisors
Texas
$380K +$90.8K +3,076 +31%
ASN
228
Advisory Services Network
Georgia
$371K +$89.8K +3,121 +32%
GM
229
GeoWealth Management
Illinois
$365K +$224K +7,799 +160%
RWA
230
Redmont Wealth Advisors
Illinois
$350K +$350K +12,148 New
SRCM
231
Signature Resources Capital Management
California
$345K +$52.6K +1,829 +18%
CHAM
232
Clear Harbor Asset Management
Connecticut
$335K +$52.7K +1,830 +19%
WWA
233
WCG Wealth Advisors
Nevada
$318K -$28K -971 -8%
FPIS
234
Financial Planning & Information Services
Wisconsin
$311K – – –
SWM
235
Spire Wealth Management
Virginia
$305K +$64.6K +2,246 +27%
SIMC
236
Squire Investment Management Company
Utah
$304K +$43.3K +1,503 +17%
AWM
237
Ariadne Wealth Management
California
$297K +$297K +10,334 New
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$296K -$185K -6,441 -39%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$293K +$293K +10,197 New
THL
240
Tillman Hartley LLC
Colorado
$292K +$25K +870 +9%
USCWA
241
U.S. Capital Wealth Advisors
Texas
$290K +$290K +10,065 New
MSFS
242
Main Street Financial Solutions
Pennsylvania
$284K -$30.2K -1,050 -10%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$278K +$113K +3,933 +69%
BHWM
244
Beaird Harris Wealth Management
Texas
$273K – – –
LAM
245
LifePro Asset Management
California
$251K -$33.8K -1,176 -12%
NFP
246
Narus Financial Partners
Utah
$251K +$4.43K +154 +2%
TI
247
Trexquant Investment
Connecticut
$249K +$249K +8,652 New
APG
248
Abacus Planning Group
South Carolina
$244K – – –
KWM
249
Keebeck Wealth Management
Illinois
$243K -$73.9K -2,567 -23%
AWA
250
Arkadios Wealth Advisors
Georgia
$240K +$240K +8,325 New
8 9
10
11 12