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DFSV

Dimensional US Small Cap Value ETF

304 hedge funds and large institutions have $2.28B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 56

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$198M)

7% more funds holding

Funds holding: 285304 (+19)

1.4% more ownership

Funds ownership: 71.97%73.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
183
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
226
Builder Investment Group
Georgia
$414K +$28.9K +995 +7%
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$410K +$413K +14,244 New
RWM
228
Ruedi Wealth Management
Illinois
$405K -$29.3K -1,011 -7%
2L
229
25 LLC
Missouri
$394K +$51.8K +1,784 +15%
GAM
230
GEM Asset Management
Michigan
$394K +$1.6K +55 +0.4%
LFA
231
Lauterbach Financial Advisors
Texas
$380K +$89.3K +3,076 +31%
ASN
232
Advisory Services Network
Georgia
$371K +$90.6K +3,121 +32%
GM
233
GeoWealth Management
Illinois
$365K +$226K +7,799 +160%
RWA
234
Redmont Wealth Advisors
Illinois
$350K +$353K +12,148 New
SRCM
235
Signature Resources Capital Management
California
$345K +$53.1K +1,829 +18%
CHAM
236
Clear Harbor Asset Management
Connecticut
$335K +$53.1K +1,830 +19%
WWA
237
WCG Wealth Advisors
Nevada
$318K -$28.2K -971 -8%
FPIS
238
Financial Planning & Information Services
Wisconsin
$311K
SWM
239
Spire Wealth Management
Virginia
$305K +$65.2K +2,246 +27%
SIMC
240
Squire Investment Management Company
Utah
$304K +$43.6K +1,503 +17%
AWM
241
Ariadne Wealth Management
California
$297K +$300K +10,334 New
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$296K -$187K -6,441 -39%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$293K +$296K +10,197 New
THL
244
Tillman Hartley LLC
Colorado
$292K +$25.2K +870 +9%
USCWA
245
U.S. Capital Wealth Advisors
Texas
$290K +$292K +10,065 New
MSFS
246
Main Street Financial Solutions
Pennsylvania
$284K -$30.5K -1,050 -10%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$278K +$114K +3,933 +69%
BHWM
248
Beaird Harris Wealth Management
Texas
$273K
IFG
249
Independent Financial Group
California
$262K +$2.21K +76 +0.8%
LAM
250
LifePro Asset Management
California
$251K -$34.1K -1,176 -12%