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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$36.6M
2
SC
2
Savant Capital
Illinois
$85.1M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.3M
5
APF
5
Alaska Permanent Fund
Alaska
$247M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
AWM
2
Arista Wealth Management
Nevada
$14.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$821K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$527K
5
TI
5
Truepoint Inc
Ohio
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
101
Cravens & Co Advisors
Tennessee
$3.1M 103,120 +2,325 +2%
CF
102
Corrigan Financial
Rhode Island
$3.05M 101,307 +43,501 +75%
LNC
103
Lincoln National Corp
Pennsylvania
$3M 99,629 +5,054 +5%
SWM
104
Soundmark Wealth Management
Washington
$2.81M 93,385 +16,829 +22%
LG
105
LAM Group
Oregon
$2.81M 93,243 +955 +1%
DWS
106
Discipline Wealth Solutions
South Carolina
$2.67M 89,502 +9,193 +11%
IWC
107
Integrated Wealth Concepts
Massachusetts
$2.67M 88,583 +164 +0.2%
ACP
108
Aviance Capital Partners
Florida
$2.62M 87,048 +1,448 +2%
VAG
109
Vannoy Advisory Group
Texas
$2.5M 83,214 -370 -0.4%
SHFA
110
SC&H Financial Advisors
Maryland
$2.45M 81,296 +931 +1%
LF
111
Lantz Financial
Illinois
$2.39M 79,409 +18,686 +31%
SFG
112
SNS Financial Group
Minnesota
$2.36M 78,437 +2,652 +3%
EK
113
Evensky & Katz
Florida
$2.24M 74,409 +87 +0.1%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$2.19M 72,833 +16,665 +30%
FS
115
Financial Symmetry
North Carolina
$2.11M 70,208 +3,655 +5%
MWM
116
Melfa Wealth Management
Massachusetts
$2.1M 69,704 +5,674 +9%
WHCI
117
W.H. Cornerstone Investments
Massachusetts
$2.06M 68,275 +29,279 +75%
LWM
118
LJI Wealth Management
Indiana
$2.01M 66,675 +4,175 +7%
QFA
119
Quantum Financial Advisors
California
$1.95M 64,815 +64,815 New
GCA
120
Gradient Capital Advisors
California
$1.88M 62,399 +7,403 +13%
LFGO
121
Legacy Financial Group (Oklahoma)
Oklahoma
$1.85M 61,432 +14,257 +30%
MFT
122
Moisand Fitzgerald Tamayo
Florida
$1.81M 60,145 -363 -0.6%
Truist Financial
123
Truist Financial
North Carolina
$1.79M 59,378 +895 +2%
DWM
124
Dopkins Wealth Management
New York
$1.76M 58,429 +5,414 +10%
FWP
125
Firethorn Wealth Partners
Georgia
$1.75M 58,284 +20,126 +53%
3 4
5
6 7