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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

153 hedge funds and large institutions have $859M invested in Dimensional US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 56 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
153
Holders Change
+78
Holders Change %
+104%
% of All Funds
2.47%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.31%
New
84
Increased
56
Reduced
8
Closed
3
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$139M
2
JFG
2
JMG Financial Group
Illinois
$92.6M
3
RWM
3
Ritholtz Wealth Management
New York
$38.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24M
5
Jane Street
5
Jane Street
New York
$15.6M

Top Sellers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$0
2
TI
2
Truepoint Inc
Ohio
$19.7M
3
NL
3
NWAM LLC
Washington
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
CFO
5
Collective Family Office
Pennsylvania
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$5.37M +$2.85M +114,955 +113%
CPIG
27
Chicago Partners Investment Group
Illinois
$4.99M +$1.42M +50,760 +40%
CWM
28
Cahill Wealth Management
Michigan
$4.8M +$3.56M +128,302 +286%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$4.61M +$4.61M +185,999 New
RFP
30
RCS Financial Planning
Maryland
$4.43M +$4.43M +178,719 New
EP
31
Equius Partners
California
$4.3M +$2.11M +85,205 +97%
KF
32
Krilogy Financial
Missouri
$4.2M +$3.86M +155,948 +1,157%
SFM
33
Signet Financial Management
New Jersey
$4.18M +$4.18M +168,833 New
ASI
34
Advisory Services & Investments
Oregon
$4.12M +$68.9K +2,780 +2%
EWA
35
Exencial Wealth Advisors
Oklahoma
$3.96M +$3.09M +124,827 +356%
PFM
36
Phillips Financial Management
Indiana
$3.5M -$13.6K -550 -0.4%
TWP
37
Total Wealth Planning
Ohio
$3.13M +$376K +15,168 +14%
CCA
38
Cravens & Co Advisors
Tennessee
$2.98M +$2.98M +120,503 New
SIS
39
Strategic Investment Solutions
Illinois
$2.93M +$2.93M +103,377 New
AA
40
Advisory Alpha
Michigan
$2.85M +$363K +14,662 +15%
TWD
41
True Wealth Design
Ohio
$2.75M +$2.75M +111,217 New
RK
42
Rather & Kittrell
Tennessee
$2.69M +$2.05M +82,714 +322%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.66M +$2.11M +85,078 +382%
BPA
44
Beacon Pointe Advisors
California
$2.61M +$803K +32,416 +45%
CA
45
CGN Advisors
Kansas
$2.58M +$2.58M +104,279 New
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$2.48M – – –
RVPG
47
Relative Value Partners Group
$2.46M +$372K +15,038 +18%
LG
48
LAM Group
Oregon
$2.43M +$2.43M +97,915 New
V
49
Veritable
Delaware
$2.33M +$2.33M +94,172 New
WP
50
WealthSource Partners
California
$2.23M +$2.23M +90,010 New
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