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DFSV

Dimensional US Small Cap Value ETF

304 hedge funds and large institutions have $2.28B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 56

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$198M)

7% more funds holding

Funds holding: 285304 (+19)

1.4% more ownership

Funds ownership: 71.97%73.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
183
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VW
76
Vance Wealth
California
$7.2M -$5.49M -189,267 -43%
TFA
77
Tobias Financial Advisors
Florida
$7.18M +$1.2M +41,412 +20%
CWM
78
Cahill Wealth Management
Michigan
$7.07M +$512K +17,642 +8%
SIS
79
Strategic Investment Solutions
Illinois
$7.02M +$6.42M +221,391 New
BAM
80
BOS Asset Management
Illinois
$6.41M +$1.04M +35,695 +19%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$6.13M +$643K +22,164 +12%
ASI
82
Advisory Services & Investments
Oregon
$6.11M +$83.1K +2,863 +1%
YCG
83
Yeomans Consulting Group
Georgia
$5.96M +$88.9K +3,064 +2%
OIA
84
OneDigital Investment Advisors
Kansas
$5.82M +$2.45M +84,545 +72%
ACP
85
Aveo Capital Partners
Colorado
$5.55M -$52.4K -1,805 -0.9%
BPA
86
Beacon Pointe Advisors
California
$5.33M -$102K -3,504 -2%
KAS
87
Kestra Advisory Services
Texas
$5.18M +$1.71M +58,972 +49%
SFM
88
Signet Financial Management
New Jersey
$5.1M -$473K -16,301 -8%
PFM
89
Phillips Financial Management
Indiana
$5.01M +$52.1K +1,795 +1%
SFP
90
Sterling Financial Planning
New Jersey
$4.94M +$528K +18,210 +12%
ME
91
McIlrath & Eck
Washington
$4.63M -$1.93M -66,617 -29%
EFA
92
Efficient Frontier Advisors
Connecticut
$4.29M +$4.32M +148,899 New
AFS
93
Annapolis Financial Services
Maryland
$4.21M +$497K +17,110 +13%
SC
94
Schoolcraft Capital
Colorado
$4.11M +$1.1M +37,984 +36%
PWM
95
PBMares Wealth Management
Virginia
$4.07M +$260K +8,956 +7%
TCOTS
96
Trust Company of the South
North Carolina
$3.49M +$398K +13,711 +13%
AIS
97
American Investment Services
Massachusetts
$3.47M +$9.11K +314 +0.3%
Stifel Financial
98
Stifel Financial
Missouri
$3.43M -$66.1K -2,278 -2%
KAM
99
KEB Asset Management
Illinois
$3.27M +$48.3K +1,663 +1%
AA
100
Ancora Advisors
Ohio
$3.26M +$1.73M +59,647 +112%