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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
MFC
276
Morris Financial Concepts
South Carolina
$49.9K -$1.33K -46 -3%
Comerica Bank
277
Comerica Bank
Texas
$39.8K +$9.78K +337 +32%
ADL
278
Asset Dedication LLC
California
$29.2K -$145 -5 -0.5%
CSWM
279
Cassady Schiller Wealth Management
Ohio
$28.4K
CCA
280
Criterion Capital Advisors
Tennessee
$26.2K +$26.5K +912 New
LFG
281
Larson Financial Group
Missouri
$26.1K +$87 +3 +0.3%
SIC
282
SJS Investment Consulting
Ohio
$25.9K -$17.3K -597 -40%
PCA
283
Providence Capital Advisors
North Carolina
$25.8K
GRP
284
Global Retirement Partners
California
$25.1K +$696 +24 +3%
PA
285
Parallel Advisors
California
$19.6K
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$17.2K +$7.31K +252 +73%
DF
287
DecisionPoint Financial
Arizona
$13K
GWSG
288
GPS Wealth Strategies Group
Colorado
$12.5K +$12.7K +436 New
HNB
289
Huntington National Bank
Ohio
$11.1K
ACA
290
Aptus Capital Advisors
Alabama
$10.6K
GWANC
291
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.6K
EFP
292
EnRich Financial Partners
Wisconsin
$7.83K
BIA
293
Bell Investment Advisors
California
$6.76K +$6.82K +235 New
SAM
294
Smartleaf Asset Management
Massachusetts
$5.64K +$5.75K +198 New
JWA
295
JFS Wealth Advisors
Pennsylvania
$4.46K
CWP
296
Concord Wealth Partners
Virginia
$4.29K +$29 +1 +0.7%
PPA
297
Painted Porch Advisors
California
$4.03K +$4.06K +140 New
VCM
298
Versant Capital Management
Arizona
$3.97K
TAM
299
Tucker Asset Management
Colorado
$2.88K
GI
300
GAMMA Investing
California
$2.79K