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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

199 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.14%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
25
Increased
126
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$24.8M
2
SWM
2
Seaside Wealth Management
California
$16.9M
3
AWM
3
Arista Wealth Management
Nevada
$20.8M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$38.9M
5
MWM
5
Modera Wealth Management
New Jersey
$27.9M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.4M
3
ACP
3
Aveo Capital Partners
Colorado
$5.9M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
GWM
5
Geneos Wealth Management
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$4.78M +$979K +38,093 +26%
CWM
52
Cahill Wealth Management
Michigan
$4.77M +$148K +5,772 +3%
BPA
53
Beacon Pointe Advisors
California
$4M +$407K +15,842 +11%
PFM
54
Phillips Financial Management
Indiana
$3.94M +$338K +13,160 +9%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$3.76M +$1.31M +51,148 +54%
CA
56
CGN Advisors
Kansas
$3.61M +$377K +14,687 +12%
Jane Street
57
Jane Street
New York
$3.52M +$1.55M +60,490 +79%
WDG
58
Wealth Dimensions Group
Ohio
$3.47M +$949K +36,912 +38%
KAM
59
KEB Asset Management
Illinois
$3.44M +$1.39M +53,925 +67%
AA
60
Advisory Alpha
Michigan
$3.4M +$217K +8,463 +7%
RVPG
61
Relative Value Partners Group
$3.34M +$726K +28,256 +28%
JC
62
Jentner Corp
Ohio
$3.12M +$692K +26,915 +28%
MWM
63
Merriman Wealth Management
Washington
$3.07M -$157M -6,099,968 -98%
Osaic Holdings
64
Osaic Holdings
Arizona
$3.03M -$195K -7,593 -6%
SFP
65
Sterling Financial Planning
New Jersey
$3.01M +$1M +39,002 +50%
TWD
66
True Wealth Design
Ohio
$2.87M +$25.6K +998 +0.9%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2.81M +$2.81M +109,249 New
WP
68
WealthSource Partners
California
$2.68M +$282K +10,965 +12%
DPI
69
Diversified Portfolios Inc
Michigan
$2.58M +$1.08M +41,833 +71%
Mariner
70
Mariner
Kansas
$2.57M +$1.22M +47,661 +91%
CCA
71
Cravens & Co Advisors
Tennessee
$2.56M -$470K -18,305 -16%
LG
72
LAM Group
Oregon
$2.52M -$88.9K -3,460 -3%
BSW
73
Buckingham Strategic Wealth
Missouri
$2.38M +$2.38M +92,475 New
Creative Planning
74
Creative Planning
Kansas
$2.37M +$1.37M +53,348 +137%
V
75
Veritable
Delaware
$2.29M -$14.6K -570 -0.6%
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3
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