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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

186 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+33
Holders Change %
+21.57%
% of All Funds
2.98%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
46
Increased
97
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$19.8M
2
GWM
2
Geneos Wealth Management
Colorado
$14.5M
3
AWM
3
AE Wealth Management
Kansas
$14.1M
4
RS
4
Retirement Solution
Washington
$14M
5
JFG
5
JMG Financial Group
Illinois
$106M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$373K
2
PFO
2
Pathstone Family Office
New Jersey
$24.7M
3
Jane Street
3
Jane Street
New York
$1.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$791K 31,744 -24,292 -43%
LCM
102
Liberty Capital Management
Michigan
$789K 31,652 – –
FCM
103
Fortis Capital Management
Washington
$777K 31,179 +21,705 +229%
IAG
104
Investmark Advisory Group
Connecticut
$761K 30,512 +1,874 +7%
PFA
105
Pettinga Financial Advisors
Indiana
$758K 30,387 -42,443 -58%
PWM
106
PBMares Wealth Management
Virginia
$745K 29,882 +5,885 +25%
FFA
107
Farther Finance Advisors
California
$740K 29,678 +10,048 +51%
HWM
108
Heirloom Wealth Management
Colorado
$728K 29,182 +29,182 New
AWM
109
Apollon Wealth Management
South Carolina
$725K 29,100 – –
GCA
110
Gradient Capital Advisors
California
$704K 28,232 +2,618 +10%
MWM
111
Melfa Wealth Management
Massachusetts
$667K 26,737 +10,833 +68%
SC
112
Schoolcraft Capital
Colorado
$659K 26,445 +16,181 +158%
DI
113
Disciplined Investments
Oklahoma
$645K 25,860 +61 +0.2%
KAS
114
Kestra Advisory Services
Texas
$601K 24,109 +4,639 +24%
FOA
115
Five Oceans Advisors
California
$551K 22,086 +5,565 +34%
Truist Financial
116
Truist Financial
North Carolina
$520K 21,671 +21,671 New
SS
117
Simplicity Solutions
Minnesota
$519K 20,828 +20,828 New
PWA
118
Physician Wealth Advisors
Utah
$517K 20,793 +417 +2%
MWA
119
Monograph Wealth Advisors
California
$497K 19,943 – –
TIM
120
Tortoise Investment Management
New York
$496K 19,901 -1,055 -5%
OIA
121
OneDigital Investment Advisors
Kansas
$486K 19,513 -235 -1%
WCWM
122
Willow Creek Wealth Management
California
$442K 17,742 +8,475 +91%
RWM
123
Ruedi Wealth Management
Illinois
$433K 17,388 +4,739 +37%
BCM
124
Brainard Capital Management
Texas
$424K 17,009 +735 +5%
AFS
125
Annapolis Financial Services
Maryland
$405K 16,230 +13,593 +515%
3 4
5
6 7