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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

153 hedge funds and large institutions have $859M invested in Dimensional US Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 56 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+78
Holders Change %
+104%
% of All Funds
2.47%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.31%
New
84
Increased
56
Reduced
8
Closed
3
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$139M
2
JFG
JMG Financial Group
Illinois
$92.6M
3
RWM
Ritholtz Wealth Management
New York
$38.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24M
5
Jane Street
Jane Street
New York
$15.6M

Top Sellers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$0
2
TI
Truepoint Inc
Ohio
$19.7M
3
NL
NWAM LLC
Washington
$0
4
Citadel Advisors
Citadel Advisors
Florida
$1.3M
5
CFO
Collective Family Office
Pennsylvania
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
126
Narus Financial Partners
Utah
$211K +$211K +8,517 New
Mariner
127
Mariner
Kansas
$206K +$206K +8,318 New
MFA
128
McClarren Financial Advisors
Pennsylvania
$201K +$55.8K +2,255 +38%
QC
129
Quent Capital
New York
$152K +$131K +5,281 +618%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$139K +$139K +5,618 New
NA
131
NewEdge Advisors
Louisiana
$96.9K +$96.9K +3,911 New
ASN
132
Advisory Services Network
Georgia
$83.8K +$83.8K +3,383 New
SIC
133
SJS Investment Consulting
Ohio
$66K +$25 +1 +0%
IA
134
IFP Advisors
Florida
$66K +$52K +2,102 +371%
AFS
135
Annapolis Financial Services
Maryland
$65.3K +$65.3K +2,637 New
PTC
136
Private Trust Company
Ohio
$55K +$55K +2,226 New
US Bancorp
137
US Bancorp
Minnesota
$46.7K – – –
CMBA
138
C.M. Bidwell & Associates
Hawaii
$39.9K +$11.4K +459 +40%
Morgan Stanley
139
Morgan Stanley
New York
$33.3K +$33.3K +1,343 New
AWM
140
Aspire Wealth Management
Massachusetts
$30.7K +$30.7K +1,241 New
CCA
141
Column Capital Advisors
Indiana
$27.6K – – –
GRP
142
Global Retirement Partners
California
$23.8K +$23.8K +961 New
BAM
143
Baldrige Asset Management
Pennsylvania
$22K +$11.2K +458 +103%
CSWM
144
Cassady Schiller Wealth Management
Ohio
$19.8K +$19.8K +800 New
LFA
145
Level Financial Advisors
New York
$16K +$16K +654 New
AF
146
Advisornet Financial
Minnesota
$14.9K +$14.9K +600 New
FCG
147
Financial Connections Group
California
$9K +$9K +375 New
CT
148
Colonial Trust
South Carolina
$8.74K +$8.74K +353 New
FSWA
149
Financial Synergies Wealth Advisors
Texas
$6.29K +$891 +36 +17%
CWP
150
Concord Wealth Partners
Virginia
$3.62K +$3.62K +146 New
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