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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

55 hedge funds and large institutions have $454M invested in Dimensional US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 9 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+42
Holders Change %
+323.08%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
43
Increased
9
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$130M
2
TI
2
Truepoint Inc
Ohio
$17M
3
B
3
BetterWealth
California
$11.7M
4
BDF
4
Balasa Dinverno & Foltz
$11.9M
5
3LCM
5
3D/L Capital Management
Connecticut
$8.87M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
Exencial Wealth Advisors
Oklahoma
$461K 20,428 +20,428 New
Stifel Financial
27
Stifel Financial
Missouri
$444K 19,669 +19,669 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$433K 19,199 +19,199 New
CWM
29
CarsonAllaria Wealth Management
Illinois
$408K 18,104 +18,104 New
AIS
30
American Investment Services
Massachusetts
$391K 17,350 +17,350 New
RF
31
Resolute Financial
Massachusetts
$350K 15,506 +15,506 New
RK
32
Rather & Kittrell
Tennessee
$347K 15,389 +15,389 New
NL
33
NWAM LLC
Washington
$338K 14,990 +14,990 New
SHFA
34
SC&H Financial Advisors
Maryland
$311K 13,767 +13,767 New
FOA
35
Five Oceans Advisors
California
$283K 12,541 +12,541 New
SFP
36
Sterling Financial Planning
New Jersey
$279K 12,346 +12,346 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$251K 11,134 +11,134 New
DPI
38
Diversified Portfolios Inc
Michigan
$249K 11,057 +11,057 New
LCM
39
Liberty Capital Management
Michigan
$245K 10,852 +10,852 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$236K 10,474 +10,474 New
Osaic Holdings
41
Osaic Holdings
Arizona
$223K 9,861 +9,861 New
RIM
42
Rockbridge Investment Management
New York
$156K 6,902 +6,902 New
CPA
43
Cardiff Park Advisors
California
$114K 5,060 +2,892 +133%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$52K 2,320 +2,320 New
US Bancorp
45
US Bancorp
Minnesota
$43K 1,884 +1,884 New
MFT
46
Moisand Fitzgerald Tamayo
Florida
$29K 1,273 +1,273 New
CMBA
47
C.M. Bidwell & Associates
Hawaii
$21K 924 – –
QC
48
Quent Capital
New York
$19K 844 +655 +347%
GLLW
49
Graves Light Lenhart Wealth
Virginia
$17K 770 +770 New
CCA
50
Column Capital Advisors
Indiana
$15K 660 +660 New
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2
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