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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

219 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.49%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
30
Increased
135
Reduced
32
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$96M
3
EWA
3
EP Wealth Advisors
California
$61.4M
4
CHP
4
Cable Hill Partners
Oregon
$24.8M
5
SC
5
Savant Capital
Illinois
$37.6M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.05M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
MWM
4
Mattern Wealth Management
Kansas
$336K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$2.61M -$30K -1,183 -1%
CCA
77
Cravens & Co Advisors
Tennessee
$2.57M +$44.6K +1,762 +2%
LG
78
LAM Group
Oregon
$2.55M +$59.6K +2,353 +2%
Stifel Financial
79
Stifel Financial
Missouri
$2.35M +$723K +28,534 +44%
LNC
80
Lincoln National Corp
Pennsylvania
$2.27M +$846K +33,397 +59%
SHFA
81
SC&H Financial Advisors
Maryland
$2.15M +$125K +4,918 +6%
ACP
82
Aviance Capital Partners
Florida
$2.1M +$2.1M +83,047 New
LWM
83
LJI Wealth Management
Indiana
$2.05M -$38.3M -1,510,726 -95%
API
84
Advisor Partners II
California
$2M -$4.05K -160 -0.2%
AIS
85
American Investment Services
Massachusetts
$2M +$291K +11,488 +17%
SFG
86
SNS Financial Group
Minnesota
$1.97M +$19.3K +763 +1%
Two Sigma Investments
87
Two Sigma Investments
New York
$1.89M +$1.89M +74,400 New
NSG
88
Nalls Sherbakoff Group
Tennessee
$1.83M +$151K +5,957 +9%
EK
89
Evensky & Katz
Florida
$1.76M -$48.8K -1,924 -3%
AFS
90
Annapolis Financial Services
Maryland
$1.68M +$488K +19,266 +41%
ME
91
McIlrath & Eck
Washington
$1.66M +$1.06M +41,859 +176%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.65M +$389K +15,343 +31%
SWM
93
Soundmark Wealth Management
Washington
$1.61M +$305K +12,039 +23%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$1.57M +$195K +7,687 +14%
GCA
95
Gradient Capital Advisors
California
$1.51M +$350K +13,807 +30%
SAG
96
SageView Advisory Group
California
$1.47M +$25.3K +998 +2%
FFA
97
Farther Finance Advisors
California
$1.45M +$74.9K +2,957 +5%
FPAS
98
Focus Partners Advisor Solutions
Missouri
$1.45M +$72.5K +2,860 +5%
OIA
99
OneDigital Investment Advisors
Kansas
$1.39M +$491K +19,368 +54%
KAS
100
Kestra Advisory Services
Texas
$1.39M +$391K +15,444 +39%
2 3
4
5 6