DFSV icon

Dimensional US Small Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RIP
251
RAM Investment Partners
Washington
$236K +$27.5K +954 +13%
FFS
252
Founders Financial Securities
Maryland
$232K +$232K +8,061 New
EWA
253
Elevate Wealth Advisory
Georgia
$229K +$1.21K +42 +0.5%
AFGAS
254
Allegiance Financial Group Advisory Services
Virginia
$224K +$892 +31 +0.4%
APC
255
Aspire Private Capital
North Carolina
$224K +$16.7K +580 +8%
HWMT
256
Heritage Wealth Management (Texas)
Texas
$217K -$204K -7,091 -48%
AWM
257
Aspire Wealth Management
Massachusetts
$212K +$1.27K +44 +0.6%
SPI
258
Sutton Place Investors
New York
$208K -$115 -4 -0.1%
AC
259
Apella Capital
Connecticut
$208K +$208K +7,348 New
BCA
260
Bay Colony Advisors
Massachusetts
$202K -$1.24K -43 -0.6%
GGS
261
Galvin Gaustad & Stein
Arizona
$202K +$202K +7,028 New
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$195K
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$162K
WP
264
WealthShield Partners
North Carolina
$116K +$432 +15 +0.4%
PTC
265
Private Trust Company
Ohio
$92.8K +$28.8K +1,000 +45%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$90.6K -$1.07K -1,071 -1%
MSWM
267
Mowery & Schoenfeld Wealth Management
Illinois
$66.7K -$38.2K -1,326 -36%
GEA
268
Glen Eagle Advisors
New Jersey
$64.8K
TLA
269
Tanglewood Legacy Advisors
Texas
$58.5K
US Bancorp
270
US Bancorp
Minnesota
$54.2K
MFC
271
Morris Financial Concepts
South Carolina
$49.9K -$1.32K -46 -3%
Comerica Bank
272
Comerica Bank
Texas
$39.8K +$9.7K +337 +32%
ADL
273
Asset Dedication LLC
California
$29.2K -$144 -5 -0.5%
CSWM
274
Cassady Schiller Wealth Management
Ohio
$28.4K
CCA
275
Criterion Capital Advisors
Tennessee
$26.2K +$26.2K +912 New