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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
NFP
251
Narus Financial Partners
Utah
$251K +$4.47K +154 +2%
TI
252
Trexquant Investment
Connecticut
$249K +$251K +8,652 New
APG
253
Abacus Planning Group
South Carolina
$244K
KWM
254
Keebeck Wealth Management
Illinois
$243K -$74.5K -2,567 -23%
AWA
255
Arkadios Wealth Advisors
Georgia
$240K +$242K +8,325 New
RIP
256
RAM Investment Partners
Washington
$236K +$27.7K +954 +13%
FFS
257
Founders Financial Securities
Maryland
$232K +$234K +8,061 New
EWA
258
Elevate Wealth Advisory
Georgia
$229K +$1.22K +42 +0.5%
AFGAS
259
Allegiance Financial Group Advisory Services
Virginia
$224K +$900 +31 +0.4%
APC
260
Aspire Private Capital
North Carolina
$224K +$16.8K +580 +8%
HWMT
261
Heritage Wealth Management (Texas)
Texas
$217K -$206K -7,091 -48%
AWM
262
Aspire Wealth Management
Massachusetts
$212K +$1.28K +44 +0.6%
SPI
263
Sutton Place Investors
New York
$208K -$116 -4 -0.1%
AC
264
Apella Capital
Connecticut
$208K +$213K +7,348 New
BCA
265
Bay Colony Advisors
Massachusetts
$202K -$1.25K -43 -0.6%
GGS
266
Galvin Gaustad & Stein
Arizona
$202K +$204K +7,028 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$195K
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$162K
WP
269
WealthShield Partners
North Carolina
$116K +$435 +15 +0.4%
PTC
270
Private Trust Company
Ohio
$92.8K +$29K +1,000 +45%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$90.6K -$31.1K -1,071 -1%
MSWM
272
Mowery & Schoenfeld Wealth Management
Illinois
$66.7K -$38.5K -1,326 -36%
GEA
273
Glen Eagle Advisors
New Jersey
$64.8K
TLA
274
Tanglewood Legacy Advisors
Texas
$58.5K
US Bancorp
275
US Bancorp
Minnesota
$54.2K