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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$36.6M
2
SC
2
Savant Capital
Illinois
$85.1M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.3M
5
APF
5
Alaska Permanent Fund
Alaska
$247M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
AWM
2
Arista Wealth Management
Nevada
$14.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$821K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$527K
5
TI
5
Truepoint Inc
Ohio
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$6.87M 228,080 +13,409 +6%
ME
77
McIlrath & Eck
Washington
$6.85M 227,622 +82,447 +57%
ASI
78
Advisory Services & Investments
Oregon
$6.31M 209,501 +4,111 +2%
TFA
79
Tobias Financial Advisors
Florida
$6.26M 208,076 +26,941 +15%
YCG
80
Yeomans Consulting Group
Georgia
$6.14M 204,043 -9,956 -5%
SFM
81
Signet Financial Management
New Jersey
$5.83M 193,549 +353 +0.2%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$5.75M 191,029 +98,822 +107%
BPA
83
Beacon Pointe Advisors
California
$5.68M 188,663 +4,304 +2%
ACP
84
Aveo Capital Partners
Colorado
$5.66M 194,681 +645 +0.3%
BAM
85
BOS Asset Management
Illinois
$5.63M 187,060 +187,060 New
RVPG
86
Relative Value Partners Group
$5.53M 196,687 – –
PFM
87
Phillips Financial Management
Indiana
$5.18M 172,124 +3,226 +2%
SFP
88
Sterling Financial Planning
New Jersey
$4.62M 153,557 +11,791 +8%
AA
89
Advisory Alpha
Michigan
$4.37M 145,068 +5,816 +4%
Jane Street
90
Jane Street
New York
$4.35M 144,379 -19,932 -12%
PWM
91
PBMares Wealth Management
Virginia
$3.99M 132,562 +34,952 +36%
AFS
92
Annapolis Financial Services
Maryland
$3.89M 129,305 -4,333 -3%
Stifel Financial
93
Stifel Financial
Missouri
$3.66M 121,627 +15,197 +14%
KAS
94
Kestra Advisory Services
Texas
$3.65M 121,109 +36,995 +44%
AIS
95
American Investment Services
Massachusetts
$3.62M 120,121 +11,026 +10%
TWD
96
True Wealth Design
Ohio
$3.62M 120,120 -2,823 -2%
OIA
97
OneDigital Investment Advisors
Kansas
$3.54M 117,710 +22,969 +24%
KAM
98
KEB Asset Management
Illinois
$3.37M 111,972 – –
TCOTS
99
Trust Company of the South
North Carolina
$3.23M 107,423 +26,207 +32%
SC
100
Schoolcraft Capital
Colorado
$3.15M 104,687 +9,382 +10%
2 3
4
5 6