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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

186 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+33
Holders Change %
+21.57%
% of All Funds
2.98%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
46
Increased
97
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$19.8M
2
GWM
2
Geneos Wealth Management
Colorado
$14.5M
3
AWM
3
AE Wealth Management
Kansas
$14.1M
4
RS
4
Retirement Solution
Washington
$14M
5
JFG
5
JMG Financial Group
Illinois
$106M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$373K
2
PFO
2
Pathstone Family Office
New Jersey
$24.7M
3
Jane Street
3
Jane Street
New York
$1.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFGAS
126
Allegiance Financial Group Advisory Services
Virginia
$404K 16,194 +18 +0.1%
FPIS
127
Financial Planning & Information Services
Wisconsin
$392K 15,718 +769 +5%
QHA
128
Quarry Hill Advisors
Minnesota
$386K 15,465 +3 +0%
TWA
129
TCI Wealth Advisors
Arizona
$385K 15,462 +670 +5%
EWA
130
EP Wealth Advisors
California
$373K 3,769 -301,574 -99%
BIP
131
Blueprint Investment Partners
North Carolina
$370K 14,828 +14,828 New
AAS
132
Avantax Advisory Services
Texas
$336K 13,489 +13,489 New
RCAG
133
Rehmann Capital Advisory Group
Michigan
$320K 12,833 +12,833 New
GLLW
134
Graves Light Lenhart Wealth
Virginia
$318K 12,770 – –
EIA
135
Eldridge Investment Advisors
New Hampshire
$316K 12,669 +12,669 New
Wells Fargo
136
Wells Fargo
California
$306K 12,284 +12,284 New
AC
137
AWM Capital
Arizona
$303K 12,140 +12,140 New
FWM
138
FMB Wealth Management
California
$297K 11,898 +1,475 +14%
GAM
139
Gemmer Asset Management
California
$296K 11,871 +11,871 New
FPAS
140
Focus Partners Advisor Solutions
Missouri
$278K 11,156 +11,156 New
RGC
141
Roberts, Glore & Co
Illinois
$278K 11,140 +1,190 +12%
MFA
142
McClarren Financial Advisors
Pennsylvania
$277K 11,329 +3,207 +39%
SC
143
Shearwater Capital
Colorado
$275K 11,033 +2,427 +28%
SPC
144
Sigma Planning Corp
Michigan
$261K 10,454 +971 +10%
MWM
145
Mission Wealth Management
California
$255K 10,243 +10,243 New
MML Investors Services
146
MML Investors Services
Massachusetts
$246K 9,858 +9,858 New
TLA
147
Tanglewood Legacy Advisors
Texas
$236K 9,469 +9,469 New
JIC
148
Joel Isaacson & Co
New York
$234K 9,397 +9,397 New
THL
149
Tillman Hartley LLC
Colorado
$231K 9,269 – –
GAM
150
GEM Asset Management
Michigan
$228K 9,148 -103 -1%
4 5
6
7 8