DFSV icon

Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$36.6M
2
SC
2
Savant Capital
Illinois
$85.1M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.3M
5
APF
5
Alaska Permanent Fund
Alaska
$247M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
AWM
2
Arista Wealth Management
Nevada
$14.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$821K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$527K
5
TI
5
Truepoint Inc
Ohio
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$18.8M 625,138 +74,673 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$18.3M 609,384 +454,239 +293%
PWMG
28
Private Wealth Management Group
New Jersey
$18.1M 602,975 +72,796 +14%
B
29
BetterWealth
California
$18M 597,086 +6,851 +1%
SIAG
30
Safeguard Investment Advisory Group
California
$17.6M 585,884 +66,783 +13%
EFN
31
Equita Financial Network
Pennsylvania
$17.6M 584,068 +307,486 +111%
RFP
32
Root Financial Partners
California
$17.5M 579,967 +124,876 +27%
IWM
33
Integris Wealth Management
California
$17M 565,222 +30,249 +6%
JC
34
Jentner Corp
Ohio
$16.8M 558,283 +61,877 +12%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$16.6M 551,534 +72,694 +15%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$16.3M 541,011 +61,489 +13%
HWM
37
Hassell Wealth Management
Louisiana
$16M 555,082 +11,217 +2%
GWM
38
Geneos Wealth Management
Colorado
$15.1M 500,813 -2,052 -0.4%
LEFP
39
Leading Edge Financial Planning
Tennessee
$14.8M 492,678 +81,092 +20%
AWM
40
Arista Wealth Management
Nevada
$14.7M 487,031 -571,423 -54%
ZF
41
Zhang Financial
Michigan
$14.6M 485,602 +109,035 +29%
FPAS
42
Focus Partners Advisor Solutions
Missouri
$14.5M 482,165 +308,215 +177%
CPIG
43
Chicago Partners Investment Group
Illinois
$14.2M 491,889 -1,563 -0.3%
WWM
44
Waterway Wealth Management
Texas
$14.2M 471,349 +863 +0.2%
Cerity Partners
45
Cerity Partners
New York
$13.9M 460,268 +67,333 +17%
VW
46
Vance Wealth
California
$13.2M 439,356 +1,481 +0.3%
Creative Planning
47
Creative Planning
Kansas
$12.8M 425,132 +52,555 +14%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$12M 397,541 +35,232 +10%
GFA
49
Grunden Financial Advisory
Texas
$11.5M 382,122 +6,988 +2%
HighTower Advisors
50
HighTower Advisors
Illinois
$11.3M 374,842 -5,813 -2%
1
2
3 4 5