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DFSV

Dimensional US Small Cap Value ETF

304 hedge funds and large institutions have $2.28B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 56

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$198M)

7% more funds holding

Funds holding: 285304 (+19)

1.4% more ownership

Funds ownership: 71.97%73.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
183
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
51
Grunden Financial Advisory
Texas
$11.4M +$359K +12,366 +3%
HighTower Advisors
52
HighTower Advisors
Illinois
$11.3M +$509K +17,548 +5%
KF
53
Krilogy Financial
Missouri
$11.2M +$1.48M +50,889 +15%
RK
54
Rather & Kittrell
Tennessee
$11.1M +$1.78M +61,262 +19%
Northern Trust
55
Northern Trust
Illinois
$11.1M +$2.58M +89,044 +30%
WDL
56
Well Done LLC
Michigan
$10.9M +$474K +16,328 +5%
TWP
57
Total Wealth Planning
Ohio
$10.3M +$819K +28,206 +9%
OA
58
Oceanside Advisors
South Carolina
$10.1M +$291K +10,013 +3%
PWS
59
Physician Wealth Solutions
Nevada
$9.99M +$3.27M +112,816 +48%
DPI
60
Diversified Portfolios Inc
Michigan
$9.17M +$2.1M +72,491 +29%
FIM
61
Freedom Investment Management
Connecticut
$9.1M +$104K +3,580 +1%
PA
62
Pinnacle Associates
New York
$8.88M +$398K +13,721 +5%
PWMAG
63
Pinnacle Wealth Management Advisory Group
New Jersey
$8.88M +$398K +13,721 +5%
WDG
64
Wealth Dimensions Group
Ohio
$8.38M +$1.15M +39,578 +16%
AF
65
Allworth Financial
California
$8.04M +$6.2M +213,683 +424%
RFP
66
RCS Financial Planning
Maryland
$8.01M +$1.07M +36,746 +15%
FAG
67
Financial Architects (Georgia)
Georgia
$7.99M +$294K +10,125 +4%
HIGP
68
Hill Investment Group Partners
Missouri
$7.92M -$549K -18,903 -7%
PWM
69
Perigon Wealth Management
California
$7.86M +$777K +26,781 +11%
JP Morgan Chase
70
JP Morgan Chase
New York
$7.68M +$124K +4,266 +2%
AHL
71
Abel Hall LLC
Louisiana
$7.57M +$420K +14,486 +6%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$7.43M +$876K +30,202 +13%
Mariner
73
Mariner
Kansas
$7.39M +$425K +14,659 +6%
BCA
74
Ballentine Capital Advisors
South Carolina
$7.32M +$316K +10,901 +4%
AF
75
Advisornet Financial
Minnesota
$7.27M +$340K +11,725 +5%