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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

75 hedge funds and large institutions have $341M invested in Dimensional US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+20
Holders Change %
+36.36%
% of All Funds
1.3%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
23
Increased
46
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
1
Pathstone Family Office
New Jersey
$39.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$10.6M
3
JTWM
3
Jackson Thornton Wealth Management
Alabama
$10.5M
4
SCM
4
Stordahl Capital Management
Colorado
$13M
5
CPA
5
Cardiff Park Advisors
California
$5.8M

Top Sellers

1
CWM
1
CarsonAllaria Wealth Management
Illinois
$0
2
RIM
2
Rockbridge Investment Management
New York
$0
3
PFGIA
3
Patriot Financial Group Insurance Agency
Massachusetts
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$533K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
76
Rockbridge Investment Management
New York
– -$156K -6,902 Closed
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
– -$52K -2,320 Closed
1 2 3
4