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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

186 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+33
Holders Change %
+21.57%
% of All Funds
2.98%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
46
Increased
97
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$19.8M
2
GWM
2
Geneos Wealth Management
Colorado
$14.5M
3
AWM
3
AE Wealth Management
Kansas
$14.1M
4
RS
4
Retirement Solution
Washington
$14M
5
JFG
5
JMG Financial Group
Illinois
$106M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$373K
2
PFO
2
Pathstone Family Office
New Jersey
$24.7M
3
Jane Street
3
Jane Street
New York
$1.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$3.5M 140,222 -1,003 -0.7%
BPA
52
Beacon Pointe Advisors
California
$3.49M 139,908 +34,668 +33%
Osaic Holdings
53
Osaic Holdings
Arizona
$3.13M 125,657 +18,285 +17%
CA
54
CGN Advisors
Kansas
$3.13M 125,639 +21,360 +20%
AA
55
Advisory Alpha
Michigan
$3.09M 123,918 +8,895 +8%
CCA
56
Cravens & Co Advisors
Tennessee
$2.94M 117,991 -2,512 -2%
TWD
57
True Wealth Design
Ohio
$2.76M 110,550 -667 -0.6%
ZF
58
Zhang Financial
Michigan
$2.55M 102,389 +60,691 +146%
RVPG
59
Relative Value Partners Group
$2.53M 101,583 +2,227 +2%
LG
60
LAM Group
Oregon
$2.53M 101,545 +3,630 +4%
WDG
61
Wealth Dimensions Group
Ohio
$2.45M 98,161 +29,947 +44%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$2.37M 95,047 +47,146 +98%
JC
63
Jentner Corp
Ohio
$2.36M 94,603 +40,989 +76%
WP
64
WealthSource Partners
California
$2.32M 93,225 +3,215 +4%
V
65
Veritable
Delaware
$2.23M 89,512 -4,660 -5%
HIGP
66
Hill Investment Group Partners
Missouri
$2.09M 83,925 – –
KAM
67
KEB Asset Management
Illinois
$2M 80,047 +6,602 +9%
SHFA
68
SC&H Financial Advisors
Maryland
$1.97M 78,839 +176 +0.2%
SFP
69
Sterling Financial Planning
New Jersey
$1.95M 78,049 +23,555 +43%
API
70
Advisor Partners II
California
$1.94M 77,940 +12,776 +20%
EK
71
Evensky & Katz
Florida
$1.92M 77,163 -4,834 -6%
Jane Street
72
Jane Street
New York
$1.91M 76,569 -551,369 -88%
MWM
73
Mattern Wealth Management
Kansas
$1.78M 71,202 +57,653 +426%
SFG
74
SNS Financial Group
Minnesota
$1.75M 70,035 +23,560 +51%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$1.71M 68,736 +46,465 +209%
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