DFSV icon

Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

186 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+33
Holders Change %
+21.57%
% of All Funds
2.98%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
46
Increased
97
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$19.8M
2
GWM
2
Geneos Wealth Management
Colorado
$14.5M
3
AWM
3
AE Wealth Management
Kansas
$14.1M
4
RS
4
Retirement Solution
Washington
$14M
5
JFG
5
JMG Financial Group
Illinois
$106M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$373K
2
PFO
2
Pathstone Family Office
New Jersey
$24.7M
3
Jane Street
3
Jane Street
New York
$1.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.49M 59,627 +59,627 New
DPI
77
Diversified Portfolios Inc
Michigan
$1.46M 58,625 +19,140 +48%
SAG
78
SageView Advisory Group
California
$1.41M 56,488 +1,976 +4%
NSG
79
Nalls Sherbakoff Group
Tennessee
$1.39M 56,765 +56,765 New
Renaissance Technologies
80
Renaissance Technologies
New York
$1.36M 54,698 +16,998 +45%
GTAM
81
Global Trust Asset Management
Florida
$1.36M 54,571 -305 -0.6%
PWIA
82
Porter White Investment Advisors
Alabama
$1.32M 52,762 +4,991 +10%
Mariner
83
Mariner
Kansas
$1.31M 52,431 +44,113 +530%
TH
84
Team Hewins
California
$1.31M 52,393 +24,139 +85%
AIS
85
American Investment Services
Massachusetts
$1.27M 51,194 – –
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$1.25M 50,110 +10,976 +28%
SWM
87
Soundmark Wealth Management
Washington
$1.22M 49,115 +10,895 +29%
Stifel Financial
88
Stifel Financial
Missouri
$1.2M 48,332 +10,877 +29%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$1.08M 43,486 +43,486 New
HKIMG
90
Hutchens & Kramer Investment Management Group
Indiana
$1.01M 40,603 +25,867 +176%
FTUS
91
Flow Traders U.S.
New York
$996K 39,941 +39,941 New
Creative Planning
92
Creative Planning
Kansas
$973K 39,048 +10,695 +38%
MWM
93
Meritas Wealth Management
California
$958K 38,441 -1,312 -3%
LNC
94
Lincoln National Corp
Pennsylvania
$936K 37,558 +37,558 New
CF
95
Corrigan Financial
Rhode Island
$929K 37,247 +37,247 New
SC
96
Schubert & Co
Texas
$925K 37,085 -1,178 -3%
LWM
97
LJI Wealth Management
Indiana
$859K 34,466 +24,685 +252%
MFT
98
Moisand Fitzgerald Tamayo
Florida
$852K 34,172 +15,218 +80%
Betterment LLC
99
Betterment LLC
New York
$843K 33,812 +24,536 +265%
CFO
100
Collective Family Office
Pennsylvania
$822K 32,956 +545 +2%
2 3
4
5 6