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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

199 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.14%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
25
Increased
126
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$24.8M
2
SWM
2
Seaside Wealth Management
California
$16.9M
3
AWM
3
Arista Wealth Management
Nevada
$20.8M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$38.9M
5
MWM
5
Modera Wealth Management
New Jersey
$27.9M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.4M
3
ACP
3
Aveo Capital Partners
Colorado
$5.9M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
GWM
5
Geneos Wealth Management
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
26
Vestmark Advisory Solutions
Massachusetts
$10.6M +$3.17M +123,188 +43%
VW
27
Vance Wealth
California
$10.2M +$862K +33,541 +9%
CPIG
28
Chicago Partners Investment Group
Illinois
$10.1M +$1.99M +72,905 +25%
HighTower Advisors
29
HighTower Advisors
Illinois
$9.94M +$2.61M +101,477 +36%
EAM
30
Evanson Asset Management
California
$9.91M +$3M +116,758 +43%
3LCM
31
3D/L Capital Management
Connecticut
$9.42M -$702K -27,327 -7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$8.92M +$1.5M +58,184 +20%
EWA
33
Exencial Wealth Advisors
Oklahoma
$8.53M +$3.4M +132,425 +66%
LEFP
34
Leading Edge Financial Planning
Tennessee
$8.39M +$1.2M +46,855 +17%
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$8.2M +$467K +18,170 +6%
PA
36
Pinnacle Associates
New York
$8.2M +$467K +18,170 +6%
CPA
37
Cardiff Park Advisors
California
$8.18M -$32.8K -1,276 -0.4%
KF
38
Krilogy Financial
Missouri
$7.25M +$1.57M +61,224 +28%
Cerity Partners
39
Cerity Partners
New York
$7.17M +$3.08M +119,891 +75%
CHP
40
Cable Hill Partners
Oregon
$7.12M +$2.92M +113,687 +70%
HIGP
41
Hill Investment Group Partners
Missouri
$6.52M +$4.36M +169,641 +202%
RFP
42
Root Financial Partners
California
$6.38M +$2.2M +85,411 +52%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$5.97M +$244K +9,486 +4%
ACP
44
Aveo Capital Partners
Colorado
$5.9M -$8.86M -344,840 -60%
TWP
45
Total Wealth Planning
Ohio
$5.73M +$1.33M +51,780 +30%
RFP
46
RCS Financial Planning
Maryland
$5.44M +$637K +24,789 +13%
ZF
47
Zhang Financial
Michigan
$5.23M +$2.6M +100,735 +98%
RK
48
Rather & Kittrell
Tennessee
$4.98M +$915K +35,610 +22%
SFM
49
Signet Financial Management
New Jersey
$4.88M +$197K +7,660 +4%
ASI
50
Advisory Services & Investments
Oregon
$4.85M +$406K +15,798 +9%
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