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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

219 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.49%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
30
Increased
135
Reduced
32
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$96M
3
EWA
3
EP Wealth Advisors
California
$61.4M
4
CHP
4
Cable Hill Partners
Oregon
$24.8M
5
SC
5
Savant Capital
Illinois
$37.6M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.05M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
MWM
4
Mattern Wealth Management
Kansas
$336K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Schoolcraft Capital
Colorado
$1.37M +$123K +4,870 +10%
GTAM
102
Global Trust Asset Management
Florida
$1.36M +$3.09K +122 +0.2%
Truist Financial
103
Truist Financial
North Carolina
$1.27M +$156K +6,157 +14%
CF
104
Corrigan Financial
Rhode Island
$1.22M +$132K +5,228 +12%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$1.57M -61,925 -57%
PWM
106
PBMares Wealth Management
Virginia
$1.15M +$196K +7,718 +20%
CFO
107
Collective Family Office
Pennsylvania
$1.15M +$300K +11,841 +35%
MWA
108
Monograph Wealth Advisors
California
$1.12M +$111K +4,380 +11%
LCM
109
Liberty Capital Management
Michigan
$1.11M +$282K +11,130 +34%
PWIA
110
Porter White Investment Advisors
Alabama
$1.1M -$265K -10,461 -19%
IAG
111
Investmark Advisory Group
Connecticut
$1.06M -$2.81K -111 -0.3%
RGC
112
Roberts, Glore & Co
Illinois
$1.03M +$591K +23,325 +134%
Betterment LLC
113
Betterment LLC
New York
$1.01M +$200K +7,899 +25%
SC
114
Schubert & Co
Texas
$985K +$13K +514 +1%
MWM
115
Meritas Wealth Management
California
$983K +$1.44K +57 +0.1%
HWM
116
Heirloom Wealth Management
Colorado
$977K +$37.8K +1,493 +4%
HKIMG
117
Hutchens & Kramer Investment Management Group
Indiana
$972K -$14.3K -576 -1%
LFGO
118
Legacy Financial Group (Oklahoma)
Oklahoma
$964K +$173K +6,843 +22%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$958K – – –
PFA
120
Pettinga Financial Advisors
Indiana
$946K +$123K +4,851 +15%
TIM
121
Tortoise Investment Management
New York
$888K +$32.6K +1,288 +4%
MFG
122
Mendota Financial Group
Wisconsin
$877K +$399K +15,765 +84%
FA
123
Fermata Advisors
California
$876K +$178K +7,005 +25%
RCAG
124
Rehmann Capital Advisory Group
Michigan
$868K +$51.4K +2,028 +6%
Citadel Advisors
125
Citadel Advisors
Florida
$848K +$562K +22,163 +196%
3 4
5
6 7