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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

75 hedge funds and large institutions have $341M invested in Dimensional US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+20
Holders Change %
+36.36%
% of All Funds
1.3%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
23
Increased
46
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$39.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$10.6M
3
JTWM
3
Jackson Thornton Wealth Management
Alabama
$10.5M
4
SCM
4
Stordahl Capital Management
Colorado
$13M
5
CPA
5
Cardiff Park Advisors
California
$5.8M

Top Sellers

1
CWM
1
CarsonAllaria Wealth Management
Illinois
$0
2
RIM
2
Rockbridge Investment Management
New York
$0
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$533K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
26
SC&H Financial Advisors
Maryland
$1.71M +$1.41M +64,584 +469%
EK
27
Evensky & Katz
Florida
$1.63M +$1.63M +74,672 New
BPA
28
Beacon Pointe Advisors
California
$1.58M +$1.05M +48,101 +195%
GTAM
29
Global Trust Asset Management
Florida
$1.36M +$190K +8,706 +16%
NL
30
NWAM LLC
Washington
$1.18M +$851K +39,093 +261%
HIGP
31
Hill Investment Group Partners
Missouri
$1.14M +$193K +8,880 +20%
SFG
32
SNS Financial Group
Minnesota
$1.08M +$593K +27,215 +122%
CFO
33
Collective Family Office
Pennsylvania
$1.08M +$1.08M +49,353 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.03M +$53.1K +2,437 +5%
CWM
35
Cahill Wealth Management
Michigan
$976K +$146K +6,714 +18%
SFP
36
Sterling Financial Planning
New Jersey
$951K +$682K +31,278 +253%
AIS
37
American Investment Services
Massachusetts
$785K +$407K +18,690 +108%
EWA
38
Exencial Wealth Advisors
Oklahoma
$764K +$319K +14,620 +72%
Stifel Financial
39
Stifel Financial
Missouri
$658K +$230K +10,548 +54%
PGFC
40
Peapack-Gladstone Financial Corp
New Jersey
$598K +$598K +27,448 New
SC
41
Schubert & Co
Texas
$580K +$88.9K +4,079 +18%
KAM
42
KEB Asset Management
Illinois
$569K +$569K +26,100 New
RK
43
Rather & Kittrell
Tennessee
$560K +$225K +10,317 +67%
SWM
44
Soundmark Wealth Management
Washington
$551K +$551K +25,291 New
HighTower Advisors
45
HighTower Advisors
Illinois
$533K -$28.9K -1,327 -5%
TRCT
46
Tower Research Capital (TRC)
New York
$524K +$524K +24,058 New
Osaic Holdings
47
Osaic Holdings
Arizona
$485K +$270K +12,433 +126%
LCM
48
Liberty Capital Management
Michigan
$476K +$239K +10,976 +101%
DI
49
Disciplined Investments
Oklahoma
$468K +$467K +21,416 +33,463%
RF
50
Resolute Financial
Massachusetts
$408K +$70.5K +3,241 +21%
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