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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$229M
2
SC
2
Savant Capital
Illinois
$65.7M
3
MWM
3
Modera Wealth Management
New Jersey
$55M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
CPA
2
Cardiff Park Advisors
California
$0
3
JFG
3
JMG Financial Group
Illinois
$127M
4
CA
4
CGN Advisors
Kansas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
76
Aveo Capital Partners
Colorado
$5.65M -$928K -31,859 -14%
SFM
77
Signet Financial Management
New Jersey
$5.63M -$24.6K -846 -0.4%
BPA
78
Beacon Pointe Advisors
California
$5.37M +$31.7K +1,090 +0.6%
TFA
79
Tobias Financial Advisors
Florida
$5.27M +$860K +29,535 +19%
PWS
80
Physician Wealth Solutions
Nevada
$5.18M +$5.18M +177,951 New
FPAS
81
Focus Partners Advisor Solutions
Missouri
$5.07M +$3.4M +116,891 +205%
PFM
82
Phillips Financial Management
Indiana
$4.92M +$168K +5,772 +4%
Jane Street
83
Jane Street
New York
$4.78M +$4.78M +164,311 New
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$4.52M +$485K +16,665 +12%
ME
85
McIlrath & Eck
Washington
$4.23M +$2.32M +79,536 +121%
SFP
86
Sterling Financial Planning
New Jersey
$4.13M +$353K +12,122 +9%
AA
87
Advisory Alpha
Michigan
$4.06M +$45.5K +1,564 +1%
AFS
88
Annapolis Financial Services
Maryland
$3.89M +$1.96M +67,353 +102%
TWD
89
True Wealth Design
Ohio
$3.58M +$168K +5,761 +5%
WP
90
WealthSource Partners
California
$3.28M +$281K +9,636 +9%
KAM
91
KEB Asset Management
Illinois
$3.26M -$641K -22,000 -16%
AIS
92
American Investment Services
Massachusetts
$3.18M +$876K +30,089 +38%
Stifel Financial
93
Stifel Financial
Missouri
$3.1M +$397K +13,636 +15%
CCA
94
Cravens & Co Advisors
Tennessee
$2.94M -$19K -653 -0.6%
PWM
95
PBMares Wealth Management
Virginia
$2.84M +$1.52M +52,224 +115%
SC
96
Schoolcraft Capital
Colorado
$2.78M +$1.2M +41,351 +77%
OIA
97
OneDigital Investment Advisors
Kansas
$2.76M +$1.16M +39,691 +72%
LNC
98
Lincoln National Corp
Pennsylvania
$2.75M +$141K +4,848 +5%
LG
99
LAM Group
Oregon
$2.69M -$237K -8,150 -8%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$2.68M +$879K +30,185 +49%
2 3
4
5 6