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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

219 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.49%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
30
Increased
135
Reduced
32
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$96M
3
EWA
3
EP Wealth Advisors
California
$61.4M
4
CHP
4
Cable Hill Partners
Oregon
$24.8M
5
SC
5
Savant Capital
Illinois
$37.6M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.05M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
MWM
4
Mattern Wealth Management
Kansas
$336K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$6.18M +$1.47M +57,995 +31%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$5.87M -$15.2K -599 -0.3%
RFP
53
RCS Financial Planning
Maryland
$5.86M +$497K +19,599 +9%
Bank of America
54
Bank of America
North Carolina
$5.77M +$5.69M +224,578 +7,118%
ACP
55
Aveo Capital Partners
Colorado
$5.72M -$94.4K -3,724 -2%
RK
56
Rather & Kittrell
Tennessee
$5.69M +$778K +30,689 +16%
CWM
57
Cahill Wealth Management
Michigan
$5.02M +$312K +12,316 +7%
SFM
58
Signet Financial Management
New Jersey
$4.92M +$103K +4,076 +2%
ASI
59
Advisory Services & Investments
Oregon
$4.91M +$132K +5,225 +3%
CA
60
CGN Advisors
Kansas
$4.67M +$1.12M +44,056 +31%
BPA
61
Beacon Pointe Advisors
California
$4.64M +$697K +27,519 +18%
WDG
62
Wealth Dimensions Group
Ohio
$4.57M +$1.14M +45,122 +33%
Mariner
63
Mariner
Kansas
$4.37M +$1.83M +72,313 +72%
PFM
64
Phillips Financial Management
Indiana
$4.13M +$247K +9,744 +6%
JC
65
Jentner Corp
Ohio
$3.88M +$797K +31,456 +26%
TFA
66
Tobias Financial Advisors
Florida
$3.84M +$3.84M +151,600 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.51M -$195K -7,715 -5%
AA
68
Advisory Alpha
Michigan
$3.49M +$134K +5,307 +4%
KAM
69
KEB Asset Management
Illinois
$3.39M – – –
RVPG
70
Relative Value Partners Group
$3.36M +$70K +2,764 +2%
SFP
71
Sterling Financial Planning
New Jersey
$3.29M +$319K +12,593 +11%
Creative Planning
72
Creative Planning
Kansas
$3.27M +$926K +36,538 +40%
DPI
73
Diversified Portfolios Inc
Michigan
$3.25M +$705K +27,809 +28%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$3.11M +$935K +36,898 +43%
TWD
75
True Wealth Design
Ohio
$2.97M +$143K +5,634 +5%
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