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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

199 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.14%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
25
Increased
126
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$24.8M
2
SWM
Seaside Wealth Management
California
$16.9M
3
AWM
Arista Wealth Management
Nevada
$20.8M
4
Corient Private Wealth
Corient Private Wealth
Florida
$38.9M
5
MWM
Modera Wealth Management
New Jersey
$27.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$3.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.4M
3
ACP
Aveo Capital Partners
Colorado
$5.9M
4
BDWCC
B&D White Capital Company
Texas
$0
5
GWM
Geneos Wealth Management
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
126
Team Hewins
California
$649K -$697K -27,128 -52%
ME
127
McIlrath & Eck
Washington
$611K +$595K +23,144 +3,639%
RWP
128
Revolve Wealth Partners
New Jersey
$570K +$570K +22,170 New
PWA
129
Physician Wealth Advisors
Utah
$539K +$259 +10 +0%
GJIA
130
Glass Jacobson Investment Advisors
Maryland
$524K +$524K +20,402 New
MFA
131
McClarren Financial Advisors
Pennsylvania
$513K +$222K +8,661 +76%
PPW
132
Parcion Private Wealth
Washington
$499K +$499K +19,399 New
FWM
133
FMB Wealth Management
California
$495K +$190K +7,375 +62%
AWM
134
Apollon Wealth Management
South Carolina
$491K -$257K -10,000 -34%
MFG
135
Mendota Financial Group
Wisconsin
$484K +$461K +17,935 +1,995%
WCWM
136
Willow Creek Wealth Management
California
$471K +$14.7K +571 +3%
RGC
137
Roberts, Glore & Co
Illinois
$448K +$161K +6,275 +56%
WP
138
WMS Partners
Maryland
$415K +$415K +16,156 New
TWA
139
TCI Wealth Advisors
Arizona
$397K – – –
MML Investors Services
140
MML Investors Services
Massachusetts
$383K +$130K +5,059 +51%
SC
141
Shearwater Capital
Colorado
$383K +$99.2K +3,858 +35%
WRPWM
142
Werba Rubin Papier Wealth Management
California
$380K +$380K +14,799 New
RRC
143
Relaxing Retirement Coach
Massachusetts
$359K +$359K +13,953 New
SS
144
Simplicity Solutions
Minnesota
$347K -$188K -7,313 -35%
MA
145
Mutual Advisors
Nebraska
$345K +$122K +4,736 +54%
GLLW
146
Graves Light Lenhart Wealth
Virginia
$328K – – –
QHA
147
Quarry Hill Advisors
Minnesota
$327K -$70.2K -2,731 -18%
SPC
148
Sigma Planning Corp
Michigan
$323K +$53.9K +2,097 +20%
MWM
149
Mission Wealth Management
California
$314K +$50.7K +1,971 +19%
GAM
150
Gemmer Asset Management
California
$306K +$1.21K +47 +0.4%
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