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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

199 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.14%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
25
Increased
126
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$24.8M
2
SWM
2
Seaside Wealth Management
California
$16.9M
3
AWM
3
Arista Wealth Management
Nevada
$20.8M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$38.9M
5
MWM
5
Modera Wealth Management
New Jersey
$27.9M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.4M
3
ACP
3
Aveo Capital Partners
Colorado
$5.9M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
GWM
5
Geneos Wealth Management
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
101
Gradient Capital Advisors
California
$1.17M +$448K +17,432 +62%
Truist Financial
102
Truist Financial
North Carolina
$1.13M +$574K +22,331 +103%
CF
103
Corrigan Financial
Rhode Island
$1.1M +$146K +5,698 +15%
IAG
104
Investmark Advisory Group
Connecticut
$1.08M +$295K +11,481 +38%
MWA
105
Monograph Wealth Advisors
California
$1.03M +$513K +19,956 +100%
HKIMG
106
Hutchens & Kramer Investment Management Group
Indiana
$1.02M -$25.6K -996 -2%
KAS
107
Kestra Advisory Services
Texas
$1.02M +$396K +15,392 +64%
MWM
108
Meritas Wealth Management
California
$995K +$7.53K +293 +0.8%
SC
109
Schubert & Co
Texas
$985K +$32.3K +1,258 +3%
MFT
110
Moisand Fitzgerald Tamayo
Florida
$972K +$93.8K +3,651 +11%
PWM
111
PBMares Wealth Management
Virginia
$968K +$200K +7,786 +26%
HWM
112
Heirloom Wealth Management
Colorado
$952K +$202K +7,870 +27%
OIA
113
OneDigital Investment Advisors
Kansas
$917K +$416K +16,169 +83%
TIM
114
Tortoise Investment Management
New York
$868K +$356K +13,864 +70%
CFO
115
Collective Family Office
Pennsylvania
$857K +$10.5K +409 +1%
LCM
116
Liberty Capital Management
Michigan
$839K +$25.9K +1,006 +3%
PFA
117
Pettinga Financial Advisors
Indiana
$835K +$54K +2,100 +7%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$828K +$498K +19,386 +151%
Betterment LLC
119
Betterment LLC
New York
$819K -$50K -1,944 -6%
LFGO
120
Legacy Financial Group (Oklahoma)
Oklahoma
$801K +$801K +31,180 New
MWM
121
Melfa Wealth Management
Massachusetts
$716K +$29.4K +1,142 +4%
FA
122
Fermata Advisors
California
$708K +$489K +19,025 +223%
Renaissance Technologies
123
Renaissance Technologies
New York
$704K -$701K -27,298 -50%
DI
124
Disciplined Investments
Oklahoma
$654K -$11K -429 -2%
BTI
125
Blue Trust Inc
Georgia
$653K +$653K +26,202 New
3 4
5
6 7