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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

75 hedge funds and large institutions have $341M invested in Dimensional US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+20
Holders Change %
+36.36%
% of All Funds
1.3%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
23
Increased
46
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$39.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$10.6M
3
JTWM
3
Jackson Thornton Wealth Management
Alabama
$10.5M
4
SCM
4
Stordahl Capital Management
Colorado
$13M
5
CPA
5
Cardiff Park Advisors
California
$5.8M

Top Sellers

1
CWM
1
CarsonAllaria Wealth Management
Illinois
$0
2
RIM
2
Rockbridge Investment Management
New York
$0
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$533K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
51
Monograph Wealth Advisors
California
$402K +$402K +18,443 New
FOA
52
Five Oceans Advisors
California
$396K +$123K +5,646 +45%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$361K +$133K +6,080 +58%
DPI
54
Diversified Portfolios Inc
Michigan
$333K +$91.9K +4,214 +38%
TIM
55
Tortoise Investment Management
New York
$323K +$323K +14,802 New
PWA
56
Physician Wealth Advisors
Utah
$296K +$296K +12,680 New
KF
57
Krilogy Financial
Missouri
$294K +$294K +13,479 New
GLLW
58
Graves Light Lenhart Wealth
Virginia
$278K +$261K +12,000 +1,558%
IAG
59
Investmark Advisory Group
Connecticut
$273K +$273K +12,558 New
MWM
60
Mattern Wealth Management
Kansas
$266K +$266K +12,197 New
MFT
61
Moisand Fitzgerald Tamayo
Florida
$236K +$208K +9,563 +751%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$230K -$12.5K -572 -5%
RGC
63
Roberts, Glore & Co
Illinois
$217K +$217K +9,950 New
MFA
64
McClarren Financial Advisors
Pennsylvania
$127K +$127K +5,867 New
SIC
65
SJS Investment Consulting
Ohio
$58K +$58K +2,665 New
US Bancorp
66
US Bancorp
Minnesota
$41K – – –
CMBA
67
C.M. Bidwell & Associates
Hawaii
$25K +$4.97K +229 +25%
CCA
68
Column Capital Advisors
Indiana
$24K +$9.79K +455 +69%
QC
69
Quent Capital
New York
$19K +$222 +10 +1%
IA
70
IFP Advisors
Florida
$14K +$14K +567 New
BAM
71
Baldrige Asset Management
Pennsylvania
$10K – – –
FSWA
72
Financial Synergies Wealth Advisors
Texas
$4.74K +$4.09K +188 +627%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$3.98K +$1.7K +71,754 +75%
MCA
74
Maryland Capital Advisors
Maryland
$2K – – –
CWM
75
CarsonAllaria Wealth Management
Illinois
– -$408K -18,104 Closed
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3
4