DFSV icon

Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$229M
2
SC
2
Savant Capital
Illinois
$65.7M
3
MWM
3
Modera Wealth Management
New Jersey
$55M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
CPA
2
Cardiff Park Advisors
California
$0
3
JFG
3
JMG Financial Group
Illinois
$127M
4
CA
4
CGN Advisors
Kansas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
51
Krilogy Financial
Missouri
$9.65M +$544K +18,693 +6%
FIM
52
Freedom Investment Management
Connecticut
$9.62M +$9.62M +330,249 New
Osaic Holdings
53
Osaic Holdings
Arizona
$9.45M -$4.25M -145,889 -31%
PA
54
Pinnacle Associates
New York
$8.77M -$522K -17,920 -6%
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$8.77M -$505K -17,325 -5%
HIGP
56
Hill Investment Group Partners
Missouri
$8.39M +$556K +19,092 +7%
TWP
57
Total Wealth Planning
Ohio
$8.15M +$660K +22,649 +9%
EFN
58
Equita Financial Network
Pennsylvania
$8.05M +$313K +10,737 +4%
RK
59
Rather & Kittrell
Tennessee
$7.99M +$1.44M +49,619 +22%
SIS
60
Strategic Investment Solutions
Illinois
$7.94M -$98.1M -3,367,449 -93%
Northern Trust
61
Northern Trust
Illinois
$7.46M +$7.46M +256,341 New
FAG
62
Financial Architects (Georgia)
Georgia
$7.09M +$7.09M +243,545 New
AHL
63
Abel Hall LLC
Louisiana
$6.85M +$6.85M +235,120 New
RFP
64
RCS Financial Planning
Maryland
$6.81M +$76K +2,610 +1%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$6.79M +$53K +1,821 +0.8%
BCA
66
Ballentine Capital Advisors
South Carolina
$6.61M +$6.61M +235,154 New
WDG
67
Wealth Dimensions Group
Ohio
$6.45M +$1.2M +41,214 +23%
Morgan Stanley
68
Morgan Stanley
New York
$6.41M +$6.33M +217,358 +8,221%
CWM
69
Cahill Wealth Management
Michigan
$6.38M +$616K +21,168 +11%
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
$6.25M +$2.68M +92,130 +75%
Mariner
71
Mariner
Kansas
$6.24M +$1.22M +42,030 +24%
YCG
72
Yeomans Consulting Group
Georgia
$6.23M +$6.23M +213,999 New
DPI
73
Diversified Portfolios Inc
Michigan
$6.18M +$2.45M +84,045 +66%
ASI
74
Advisory Services & Investments
Oregon
$5.98M +$337K +11,556 +6%
RVPG
75
Relative Value Partners Group
$5.73M +$1.87M +64,084 +48%
1 2
3
4 5