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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

299 hedge funds and large institutions have $2.27B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+17
Holders Change %
+6.03%
% of All Funds
4.35%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
30
Increased
179
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$134M
2
AWM
2
Arista Wealth Management
Nevada
$45.2M
3
AAS
3
Avantax Advisory Services
Texas
$29.1M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$79M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$11.6M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$753K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
RVPG
3
Relative Value Partners Group
$0
4
VW
4
Vance Wealth
California
$7.2M
5
EWA
5
EP Wealth Advisors
California
$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$20.4M +$2.84M +98,798 +16%
SWM
27
Seaside Wealth Management
California
$19.9M +$697K +24,222 +4%
TI
28
Truepoint Inc
Ohio
$19.4M -$520K -18,065 -3%
EFN
29
Equita Financial Network
Pennsylvania
$19.2M +$2.36M +81,953 +14%
SIAG
30
Safeguard Investment Advisory Group
California
$19.1M +$2.24M +77,895 +13%
HWM
31
Hassell Wealth Management
Louisiana
$18.9M +$1.39M +44,010 +8%
RS
32
Retirement Solution
Washington
$18.4M +$163K +5,673 +0.9%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$18.1M +$2.22M +75,654 +14%
JC
34
Jentner Corp
Ohio
$17.7M +$1.63M +56,730 +10%
B
35
BetterWealth
California
$17.6M +$395K +13,715 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$17.3M +$1.43M +49,544 +9%
CPIG
37
Chicago Partners Investment Group
Illinois
$16M +$504K +15,997 +3%
LEFP
38
Leading Edge Financial Planning
Tennessee
$16M +$1.82M +63,157 +13%
ZF
39
Zhang Financial
Michigan
$15.5M +$1.51M +52,526 +11%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$15.1M +$1.22M +42,458 +9%
Cerity Partners
41
Cerity Partners
New York
$15.1M +$1.85M +64,340 +14%
IWM
42
Integris Wealth Management
California
$14.8M -$1.42M -49,314 -9%
NA
43
NewEdge Advisors
Louisiana
$14.8M -$3.18M -110,455 -18%
PWMG
44
Private Wealth Management Group
New Jersey
$14.8M -$2.58M -89,815 -15%
GWM
45
Geneos Wealth Management
Colorado
$14.5M +$97.6K +3,391 +0.7%
Osaic Holdings
46
Osaic Holdings
Arizona
$13.7M +$3.18M +110,580 +30%
Creative Planning
47
Creative Planning
Kansas
$13.1M +$859K +29,855 +7%
WWM
48
Waterway Wealth Management
Texas
$12.9M -$624K -21,678 -5%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$12.3M +$897K +31,162 +8%
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$11.6M +$11.6M +402,274 New
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