Dimensional US Small Cap Value ETF
DFSV
DFSV
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 % |
|
|---|---|---|---|---|---|
301
Wells Fargo
San Francisco,
California
| $1 | -$1 | – | – |
|
302
Balyasny Asset Management
Chicago,
Illinois
| – | -$8.07M | -268,122 | Closed |
|
|
RVPG
303
Relative Value Partners Group
| – | -$5.53M | -196,687 | Closed |
|
|
LNC
304
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$3M | -99,629 | Closed |
|
|
SWM
305
Soundmark Wealth Management
Kirkland,
Washington
| – | -$2.81M | -93,385 | Closed |
|
306
Two Sigma Investments
New York
| – | -$527K | -17,500 | Closed |
|
307
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$260K | -8,636 | Closed |
|
|
HIC
308
Hartline Investment Corp
Winnetka,
Illinois
| – | -$213K | -7,075 | Closed |
|
|
RIM
309
Rockbridge Investment Management
Syracuse,
New York
| – | -$203K | -6,747 | Closed |
|
|
PMG
310
ProVise Management Group
Clearwater,
Florida
| – | -$201K | -6,688 | Closed |
|
|
MG
311
Mather Group
Chicago,
Illinois
| – | -$8.62K | -296 | Closed |
|
|
FSWA
312
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$8.55K | -284 | Closed |
|