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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$229M
2
SC
2
Savant Capital
Illinois
$65.7M
3
MWM
3
Modera Wealth Management
New Jersey
$55M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
CPA
2
Cardiff Park Advisors
California
$0
3
JFG
3
JMG Financial Group
Illinois
$127M
4
CA
4
CGN Advisors
Kansas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bridgeworth
Alabama
$16.6M +$1.9M +65,087 +13%
EAM
27
Evanson Asset Management
California
$16.4M +$2.83M +97,199 +21%
HWM
28
Hassell Wealth Management
Louisiana
$15.7M +$10.2K +351 +0.1%
NA
29
NewEdge Advisors
Louisiana
$15.6M +$8.71M +306,534 +126%
IWM
30
Integris Wealth Management
California
$15.6M +$1.18M +40,477 +8%
EWA
31
Exencial Wealth Advisors
Oklahoma
$15.5M +$3.97M +136,167 +35%
PWMG
32
Private Wealth Management Group
New Jersey
$15.4M +$15.4M +530,179 New
SIAG
33
Safeguard Investment Advisory Group
California
$15.1M +$1.39M +47,629 +10%
GWM
34
Geneos Wealth Management
Colorado
$14.6M -$190K -6,539 -1%
JC
35
Jentner Corp
Ohio
$14.5M +$10M +343,432 +225%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$14.1M +$2.93M +99,378 +26%
CPIG
37
Chicago Partners Investment Group
Illinois
$14M +$1.76M +62,163 +14%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$13.9M +$13.9M +478,840 New
WWM
39
Waterway Wealth Management
Texas
$13.7M +$13.7M +470,486 New
RFP
40
Root Financial Partners
California
$13.3M +$3.83M +131,596 +41%
VW
41
Vance Wealth
California
$12.8M -$309K -10,598 -2%
LEFP
42
Leading Edge Financial Planning
Tennessee
$12M +$1.83M +62,851 +18%
Cerity Partners
43
Cerity Partners
New York
$11.4M +$3.37M +115,819 +42%
HighTower Advisors
44
HighTower Advisors
Illinois
$11.1M -$247K -8,490 -2%
ZF
45
Zhang Financial
Michigan
$11M +$2.58M +88,734 +31%
GFA
46
Grunden Financial Advisory
Texas
$10.9M +$10.9M +375,134 New
Creative Planning
47
Creative Planning
Kansas
$10.8M +$7.09M +243,643 +189%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$10.6M +$767K +26,338 +8%
Bank of America
49
Bank of America
North Carolina
$10.1M +$3.48M +119,496 +52%
OA
50
Oceanside Advisors
South Carolina
$9.67M +$9.67M +332,050 New
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