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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

219 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.49%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
30
Increased
135
Reduced
32
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$96M
3
EWA
3
EP Wealth Advisors
California
$61.4M
4
CHP
4
Cable Hill Partners
Oregon
$24.8M
5
SC
5
Savant Capital
Illinois
$37.6M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.05M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
MWM
4
Mattern Wealth Management
Kansas
$336K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
126
Fortis Capital Management
Washington
$780K -$547K -21,573 -41%
MWM
127
Melfa Wealth Management
Massachusetts
$755K +$48.1K +1,897 +7%
BTI
128
Blue Trust Inc
Georgia
$754K +$80.2K +3,119 +12%
SPC
129
Sigma Planning Corp
Michigan
$694K +$376K +14,819 +118%
TRCT
130
Tower Research Capital (TRC)
New York
$669K +$667K +26,331 +43,166%
DI
131
Disciplined Investments
Oklahoma
$644K -$608 -24 -0.1%
FWM
132
FMB Wealth Management
California
$615K +$127K +5,011 +26%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$567K -$925K -36,505 -62%
RWP
134
Revolve Wealth Partners
New Jersey
$562K – – –
PWA
135
Physician Wealth Advisors
Utah
$546K +$28.3K +1,136 +5%
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$507K -$9.76K -385 -2%
WCWM
137
Willow Creek Wealth Management
California
$503K +$39K +1,541 +8%
FTUS
138
Flow Traders U.S.
New York
$503K +$503K +19,866 New
MFA
139
McClarren Financial Advisors
Pennsylvania
$502K -$2.45K -97 -0.5%
PPW
140
Parcion Private Wealth
Washington
$492K – – –
Renaissance Technologies
141
Renaissance Technologies
New York
$487K -$208K -8,200 -30%
AWM
142
Apollon Wealth Management
South Carolina
$484K – – –
UBS Group
143
UBS Group
Switzerland
$478K +$478K +18,881 New
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$454K -$907K -35,787 -67%
AFP
145
Ausdal Financial Partners
Iowa
$447K +$447K +17,624 New
MML Investors Services
146
MML Investors Services
Massachusetts
$429K +$51.2K +2,022 +14%
GLLW
147
Graves Light Lenhart Wealth
Virginia
$410K +$95.1K +3,858 +30%
WP
148
WMS Partners
Maryland
$400K -$9.45K -373 -2%
MA
149
Mutual Advisors
Nebraska
$399K +$58.1K +2,294 +17%
LWM
150
Lodestone Wealth Management
Washington
$398K +$109K +4,305 +38%
4 5
6
7 8