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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$229M
2
SC
2
Savant Capital
Illinois
$65.7M
3
MWM
3
Modera Wealth Management
New Jersey
$55M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
CPA
2
Cardiff Park Advisors
California
$0
3
JFG
3
JMG Financial Group
Illinois
$127M
4
CA
4
CGN Advisors
Kansas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$2.57M +$2.57M +88,419 New
AAS
102
Avantax Advisory Services
Texas
$2.54M +$2.26M +77,735 +811%
ACP
103
Aviance Capital Partners
Florida
$2.49M +$74.3K +2,553 +3%
KAS
104
Kestra Advisory Services
Texas
$2.45M +$849K +29,169 +53%
VAG
105
Vannoy Advisory Group
Texas
$2.43M +$2.43M +83,584 New
TCOTS
106
Trust Company of the South
North Carolina
$2.36M +$2.36M +81,216 New
SHFA
107
SC&H Financial Advisors
Maryland
$2.34M -$134K -4,597 -5%
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$2.26M +$2.26M +77,649 New
DWS
109
Discipline Wealth Solutions
South Carolina
$2.26M +$2.26M +80,309 New
SWM
110
Soundmark Wealth Management
Washington
$2.23M +$375K +12,874 +20%
SFG
111
SNS Financial Group
Minnesota
$2.21M -$61.6K -2,114 -3%
NSG
112
Nalls Sherbakoff Group
Tennessee
$2.18M +$73.6K +2,527 +3%
EK
113
Evensky & Katz
Florida
$2.16M +$144K +4,941 +7%
Two Sigma Investments
114
Two Sigma Investments
New York
$1.91M -$253K -8,700 -12%
FS
115
Financial Symmetry
North Carolina
$1.89M +$1.89M +66,553 New
MWM
116
Melfa Wealth Management
Massachusetts
$1.86M +$997K +34,254 +115%
AF
117
Allworth Financial
California
$1.85M +$1.85M +63,627 New
LWM
118
LJI Wealth Management
Indiana
$1.82M -$538K -18,480 -23%
LF
119
Lantz Financial
Illinois
$1.77M +$1.77M +60,723 New
MFT
120
Moisand Fitzgerald Tamayo
Florida
$1.76M +$661K +22,685 +60%
Truist Financial
121
Truist Financial
North Carolina
$1.7M +$242K +8,324 +17%
CF
122
Corrigan Financial
Rhode Island
$1.68M +$281K +9,633 +20%
SAG
123
SageView Advisory Group
California
$1.66M -$15.3K -529 -0.9%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$1.64M -$258K -8,843 -14%
FFA
125
Farther Finance Advisors
California
$1.63M -$38.6K -1,325 -2%
3 4
5
6 7