DFSV icon

Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

186 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+33
Holders Change %
+21.57%
% of All Funds
2.98%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
46
Increased
97
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$19.8M
2
GWM
2
Geneos Wealth Management
Colorado
$14.5M
3
AWM
3
AE Wealth Management
Kansas
$14.1M
4
RS
4
Retirement Solution
Washington
$14M
5
JFG
5
JMG Financial Group
Illinois
$106M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$373K
2
PFO
2
Pathstone Family Office
New Jersey
$24.7M
3
Jane Street
3
Jane Street
New York
$1.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWMAG
26
Pinnacle Wealth Management Advisory Group
New Jersey
$7.5M 300,980 +300,980 New
CPIG
27
Chicago Partners Investment Group
Illinois
$7.31M 296,526 +118,586 +67%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$7.2M 288,852 +288,852 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$7.17M 287,437 +45,484 +19%
B
30
Bridgeworth
Alabama
$7.16M 287,074 +287,074 New
HighTower Advisors
31
HighTower Advisors
Illinois
$7.1M 285,015 +65,745 +30%
LEFP
32
Leading Edge Financial Planning
Tennessee
$6.97M 279,712 +36,520 +15%
EAM
33
Evanson Asset Management
California
$6.7M 268,849 +51,863 +24%
SC
34
Savant Capital
Illinois
$6.56M 263,078 +263,078 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$5.55M 222,632 +36,633 +20%
KF
36
Krilogy Financial
Missouri
$5.51M 220,948 +51,521 +30%
BDWCC
37
B&D White Capital Company
Texas
$5.25M 210,790 +210,790 New
EWA
38
Exencial Wealth Advisors
Oklahoma
$4.97M 199,371 +39,496 +25%
AWM
39
Arista Wealth Management
Nevada
$4.75M 190,483 +154,941 +436%
RFP
40
RCS Financial Planning
Maryland
$4.66M 186,746 +8,027 +4%
SFM
41
Signet Financial Management
New Jersey
$4.54M 182,306 +13,473 +8%
CWM
42
Cahill Wealth Management
Michigan
$4.48M 179,853 +6,755 +4%
ASI
43
Advisory Services & Investments
Oregon
$4.31M 172,811 +6,475 +4%
TWP
44
Total Wealth Planning
Ohio
$4.26M 170,998 +44,696 +35%
CHP
45
Cable Hill Partners
Oregon
$4.08M 163,519 +84,092 +106%
RFP
46
Root Financial Partners
California
$4.06M 162,957 +162,957 New
Cerity Partners
47
Cerity Partners
New York
$3.97M 159,176 +157,345 +8,593%
RK
48
Rather & Kittrell
Tennessee
$3.95M 158,320 +49,900 +46%
NA
49
NewEdge Advisors
Louisiana
$3.69M 147,843 +143,932 +3,680%
SIS
50
Strategic Investment Solutions
Illinois
$3.54M 142,129 +38,752 +37%
1
2
3 4 5