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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

219 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.49%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
30
Increased
135
Reduced
32
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$96M
3
EWA
3
EP Wealth Advisors
California
$61.4M
4
CHP
4
Cable Hill Partners
Oregon
$24.8M
5
SC
5
Savant Capital
Illinois
$37.6M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.05M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
MWM
4
Mattern Wealth Management
Kansas
$336K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
26
Hassell Wealth Management
Louisiana
$12.9M +$499K +21,040 +4%
B
27
Bridgeworth
Alabama
$12.8M +$1.39M +54,751 +12%
IWM
28
Integris Wealth Management
California
$12.5M +$12.5M +494,496 New
SIAG
29
Safeguard Investment Advisory Group
California
$11.9M +$1.26M +49,668 +12%
Osaic Holdings
30
Osaic Holdings
Arizona
$11.9M +$8.93M +352,234 +298%
EAM
31
Evanson Asset Management
California
$11.8M +$2M +78,744 +20%
VW
32
Vance Wealth
California
$11.4M +$1.29M +50,747 +13%
CPIG
33
Chicago Partners Investment Group
Illinois
$10.3M +$1.48M +61,858 +17%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$10.3M +$933K +34,523 +10%
EWA
35
Exencial Wealth Advisors
Oklahoma
$9.99M +$1.59M +62,633 +19%
HighTower Advisors
36
HighTower Advisors
Illinois
$9.86M +$67.2K +2,653 +0.7%
LEFP
37
Leading Edge Financial Planning
Tennessee
$8.84M +$562K +22,168 +7%
3LCM
38
3D/L Capital Management
Connecticut
$8.55M -$736K -29,029 -8%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$8.51M +$8.51M +335,971 New
RFP
40
Root Financial Partners
California
$8.2M +$1.9M +75,127 +30%
PA
41
Pinnacle Associates
New York
$8.09M +$1.72K +68 +0%
PWMAG
42
Pinnacle Wealth Management Advisory Group
New Jersey
$8.07M -$13.4K -527 -0.2%
KF
43
Krilogy Financial
Missouri
$7.92M +$770K +30,370 +11%
CPA
44
Cardiff Park Advisors
California
$7.68M -$388K -15,308 -5%
ZF
45
Zhang Financial
Michigan
$7.28M +$2.14M +84,709 +42%
Cerity Partners
46
Cerity Partners
New York
$7.02M -$49.4K -1,951 -0.7%
HIGP
47
Hill Investment Group Partners
Missouri
$6.82M +$390K +15,397 +6%
EFN
48
Equita Financial Network
Pennsylvania
$6.74M +$6.74M +265,845 New
TWP
49
Total Wealth Planning
Ohio
$6.51M +$869K +34,288 +15%
BSW
50
Buckingham Strategic Wealth
Missouri
$6.41M +$4.06M +160,414 +173%
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