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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

299 hedge funds and large institutions have $2.27B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+17
Holders Change %
+6.03%
% of All Funds
4.35%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
30
Increased
179
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$134M
2
AWM
2
Arista Wealth Management
Nevada
$45.2M
3
AAS
3
Avantax Advisory Services
Texas
$29.1M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$79M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$11.6M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$753K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
RVPG
3
Relative Value Partners Group
$0
4
VW
4
Vance Wealth
California
$7.2M
5
EWA
5
EP Wealth Advisors
California
$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Cravens & Co Advisors
Tennessee
$3.25M +$284K +9,861 +10%
TIM
102
Tortoise Investment Management
New York
$3.19M +$1.93M +67,051 +153%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$3.1M +$1M +34,815 +48%
CF
104
Corrigan Financial
Rhode Island
$3.05M – – –
DWS
105
Discipline Wealth Solutions
South Carolina
$2.87M +$297K +10,332 +12%
LG
106
LAM Group
Oregon
$2.7M +$19.9K +690 +0.7%
Financial Engines Advisors
107
Financial Engines Advisors
California
$2.59M +$2.59M +90,164 New
TWD
108
True Wealth Design
Ohio
$2.58M -$879K -30,537 -25%
IWC
109
Integrated Wealth Concepts
Massachusetts
$2.56M +$10.1K +351 +0.4%
ACP
110
Aviance Capital Partners
Florida
$2.46M -$45K -1,563 -2%
VPWA
111
Vestia Personal Wealth Advisors
Indiana
$2.43M +$2.43M +84,607 New
VAG
112
Vannoy Advisory Group
Texas
$2.39M -$6.25K -217 -0.3%
FS
113
Financial Symmetry
North Carolina
$2.38M +$357K +12,396 +18%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$2.37M +$1.13M +39,205 +91%
LF
115
Lantz Financial
Illinois
$2.36M +$76K +2,642 +3%
SHFA
116
SC&H Financial Advisors
Maryland
$2.34M +$4.89K +170 +0.2%
VFG
117
V2 Financial group
Illinois
$2.3M +$2.3M +73,461 New
WHCI
118
W.H. Cornerstone Investments
Massachusetts
$2.29M +$322K +11,177 +16%
LWM
119
LJI Wealth Management
Indiana
$2.26M +$336K +11,692 +18%
FA
120
Fermata Advisors
California
$2.25M +$659K +22,891 +41%
Truist Financial
121
Truist Financial
North Carolina
$2.23M +$520K +18,079 +30%
SFG
122
SNS Financial Group
Minnesota
$2.22M -$42K -1,460 -2%
MWM
123
Melfa Wealth Management
Massachusetts
$2.18M +$174K +6,034 +9%
HWM
124
Hemington Wealth Management
Virginia
$2.16M +$902K +31,357 +72%
EK
125
Evensky & Katz
Florida
$2.14M +$2.99K +104 +0.1%
3 4
5
6 7