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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$229M
2
SC
2
Savant Capital
Illinois
$65.7M
3
MWM
3
Modera Wealth Management
New Jersey
$55M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
CPA
2
Cardiff Park Advisors
California
$0
3
JFG
3
JMG Financial Group
Illinois
$127M
4
CA
4
CGN Advisors
Kansas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
251
Colonial Trust
South Carolina
$6.2K – – –
GWM
252
Guardian Wealth Management
Illinois
$5.53K +$5.53K +190 New
CWP
253
Concord Wealth Partners
Virginia
$4.32K – – –
TAM
254
Tucker Asset Management
Colorado
$2.91K – – –
AWM
255
Avondale Wealth Management
Texas
$1.68K – – –
AWM
256
Able Wealth Management
New Jersey
$1.58K +$1.58K +54 New
AP
257
Atwood & Palmer
Missouri
$362 +$362 +12 New
QCG
258
Quadrant Capital Group
Ohio
$88 +$88 +3 New
Fidelity Investments
259
Fidelity Investments
Massachusetts
$58 +$29 +1 +100%
Wells Fargo
260
Wells Fargo
California
$3 -$4 – –
3LCM
261
3D/L Capital Management
Connecticut
– -$8.55M -337,497 Closed
CPA
262
Cardiff Park Advisors
California
– -$7.68M -303,114 Closed
CA
263
CGN Advisors
Kansas
– -$4.67M -184,382 Closed
Citadel Advisors
264
Citadel Advisors
Florida
– -$848K -33,477 Closed
SPC
265
Sigma Planning Corp
Michigan
– -$694K -27,370 Closed
TRCT
266
Tower Research Capital (TRC)
New York
– -$669K -26,392 Closed
PPW
267
Parcion Private Wealth
Washington
– -$492K -19,399 Closed
UBS Group
268
UBS Group
Switzerland
– -$478K -18,881 Closed
MML Investors Services
269
MML Investors Services
Massachusetts
– -$429K -16,939 Closed
LWM
270
Lodestone Wealth Management
Washington
– -$398K -15,724 Closed
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
– -$366K -14,439 Closed
WPC
272
Wedmont Private Capital
Pennsylvania
– -$326K -13,100 Closed
FOA
273
Five Oceans Advisors
California
– -$246K -9,693 Closed
LA
274
LexAurum Advisors
Kansas
– -$231K -9,125 Closed
RW
275
RVW Wealth
California
– -$117K -4,611 Closed
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