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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

153 hedge funds and large institutions have $859M invested in Dimensional US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 56 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
153
Holders Change
+78
Holders Change %
+104%
% of All Funds
2.47%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.31%
New
84
Increased
56
Reduced
8
Closed
3
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$139M
2
JFG
2
JMG Financial Group
Illinois
$92.6M
3
RWM
3
Ritholtz Wealth Management
New York
$38.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24M
5
Jane Street
5
Jane Street
New York
$15.6M

Top Sellers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$0
2
TI
2
Truepoint Inc
Ohio
$19.7M
3
NL
3
NWAM LLC
Washington
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
5
CFO
5
Collective Family Office
Pennsylvania
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFGAS
101
Allegiance Financial Group Advisory Services
Virginia
$401K +$401K +16,176 New
MWM
102
Melfa Wealth Management
Massachusetts
$394K +$394K +15,904 New
QHA
103
Quarry Hill Advisors
Minnesota
$383K +$383K +15,462 New
FA
104
Fermata Advisors
California
$376K +$376K +15,166 New
FPIS
105
Financial Planning & Information Services
Wisconsin
$370K +$370K +14,949 New
TWA
106
TCI Wealth Advisors
Arizona
$366K +$366K +14,792 New
HKIMG
107
Hutchens & Kramer Investment Management Group
Indiana
$365K +$365K +14,736 New
MWM
108
Mattern Wealth Management
Kansas
$336K +$33.5K +1,352 +11%
GLLW
109
Graves Light Lenhart Wealth
Virginia
$316K – – –
RWM
110
Ruedi Wealth Management
Illinois
$313K +$313K +12,649 New
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$286K +$286K +11,530 New
VCM
112
Vivaldi Capital Management
Illinois
$263K +$263K +10,262 New
FWM
113
FMB Wealth Management
California
$258K +$258K +10,423 New
SC
114
Schoolcraft Capital
Colorado
$254K +$254K +10,264 New
MFG
115
Mendota Financial Group
Wisconsin
$250K +$250K +10,104 New
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$247K -$14.2K -573 -5%
RGC
117
Roberts, Glore & Co
Illinois
$246K – – –
LWM
118
LJI Wealth Management
Indiana
$242K +$242K +9,781 New
SPC
119
Sigma Planning Corp
Michigan
$235K +$235K +9,483 New
FCM
120
Fortis Capital Management
Washington
$235K +$235K +9,474 New
WCWM
121
Willow Creek Wealth Management
California
$230K +$230K +9,267 New
Betterment LLC
122
Betterment LLC
New York
$230K +$230K +9,276 New
THL
123
Tillman Hartley LLC
Colorado
$230K +$230K +9,269 New
GAM
124
GEM Asset Management
Michigan
$229K +$229K +9,251 New
SC
125
Shearwater Capital
Colorado
$213K +$213K +8,606 New
3 4
5
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