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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

153 hedge funds and large institutions have $859M invested in Dimensional US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 56 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
153
Holders Change
+78
Holders Change %
+104%
% of All Funds
2.47%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.31%
New
84
Increased
56
Reduced
8
Closed
3
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$139M
2
JFG
2
JMG Financial Group
Illinois
$92.6M
3
RWM
3
Ritholtz Wealth Management
New York
$38.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24M
5
Jane Street
5
Jane Street
New York
$15.6M

Top Sellers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$0
2
TI
2
Truepoint Inc
Ohio
$19.7M
3
NL
3
NWAM LLC
Washington
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
CFO
5
Collective Family Office
Pennsylvania
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
76
Schubert & Co
Texas
$948K +$288K +11,643 +44%
SWM
77
Soundmark Wealth Management
Washington
$947K +$320K +12,929 +51%
Renaissance Technologies
78
Renaissance Technologies
New York
$934K +$934K +37,700 New
Stifel Financial
79
Stifel Financial
Missouri
$928K +$179K +7,238 +24%
AWM
80
Arista Wealth Management
Nevada
$880K +$880K +35,542 New
CFO
81
Collective Family Office
Pennsylvania
$803K -$420K -16,942 -34%
LCM
82
Liberty Capital Management
Michigan
$784K +$243K +9,824 +45%
AWM
83
Apollon Wealth Management
South Carolina
$721K +$721K +29,100 New
IAG
84
Investmark Advisory Group
Connecticut
$709K +$398K +16,080 +128%
Creative Planning
85
Creative Planning
Kansas
$702K +$702K +28,353 New
TH
86
Team Hewins
California
$700K +$700K +28,254 New
DI
87
Disciplined Investments
Oklahoma
$639K +$107K +4,319 +20%
GCA
88
Gradient Capital Advisors
California
$634K +$634K +25,614 New
PWM
89
PBMares Wealth Management
Virginia
$594K +$594K +23,997 New
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$552K +$142K +5,717 +35%
PWA
91
Physician Wealth Advisors
Utah
$541K +$204K +7,696 +61%
MWA
92
Mills Wealth Advisors
Texas
$531K +$531K +21,449 New
TIM
93
Tortoise Investment Management
New York
$519K +$152K +6,154 +42%
MWA
94
Monograph Wealth Advisors
California
$494K +$37.2K +1,500 +8%
OIA
95
OneDigital Investment Advisors
Kansas
$489K +$489K +19,748 New
FFA
96
Farther Finance Advisors
California
$486K +$486K +19,630 New
KAS
97
Kestra Advisory Services
Texas
$482K +$482K +19,470 New
MFT
98
Moisand Fitzgerald Tamayo
Florida
$469K +$201K +8,118 +75%
FOA
99
Five Oceans Advisors
California
$409K -$41.3K -1,666 -9%
BCM
100
Brainard Capital Management
Texas
$403K +$403K +16,274 New
2 3
4
5 6