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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$36.6M
2
SC
2
Savant Capital
Illinois
$85.1M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.3M
5
APF
5
Alaska Permanent Fund
Alaska
$247M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
AWM
2
Arista Wealth Management
Nevada
$14.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$821K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$527K
5
TI
5
Truepoint Inc
Ohio
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
126
SageView Advisory Group
California
$1.7M -$24.7K -821 -1%
FFA
127
Farther Finance Advisors
California
$1.68M +$19.3K +646 +1%
BTI
128
Blue Trust Inc
Georgia
$1.66M +$420K +13,960 +34%
FA
129
Fermata Advisors
California
$1.66M +$284K +9,449 +21%
PFA
130
Pettinga Financial Advisors
Indiana
$1.61M +$152K +5,040 +10%
AA
131
Ancora Advisors
Ohio
$1.61M +$783K +26,003 +95%
RGC
132
Roberts, Glore & Co
Illinois
$1.54M +$224K +7,450 +17%
Betterment LLC
133
Betterment LLC
New York
$1.54M +$180K +5,991 +13%
AF
134
Allworth Financial
California
$1.52M -$397K -13,204 -21%
CFO
135
Collective Family Office
Pennsylvania
$1.51M +$22.7K +754 +2%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$1.5M +$616K +20,458 +70%
MWA
137
Monograph Wealth Advisors
California
$1.42M +$271 +9 +0%
IAG
138
Investmark Advisory Group
Connecticut
$1.41M +$44.8K +1,489 +3%
PWIA
139
Porter White Investment Advisors
Alabama
$1.39M +$104K +3,462 +8%
LCM
140
Liberty Capital Management
Michigan
$1.37M +$3.73K +124 +0.3%
Citadel Advisors
141
Citadel Advisors
Florida
$1.37M +$1.37M +45,376 New
FNBT
142
FineMark National Bank & Trust
Florida
$1.34M +$169K +5,600 +14%
EP
143
Eudaimonia Partners
Tennessee
$1.33M +$56.3K +1,870 +4%
TIM
144
Tortoise Investment Management
New York
$1.32M +$23.8K +792 +2%
HWM
145
Hemington Wealth Management
Virginia
$1.31M +$1.31M +43,626 New
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
$1.3M +$1.3M +43,191 New
GTAM
147
Global Trust Asset Management
Florida
$1.28M +$39.9K +1,326 +3%
SC
148
Schubert & Co
Texas
$1.23M +$72.5K +2,408 +6%
Renaissance Technologies
149
Renaissance Technologies
New York
$1.21M +$569K +18,900 +89%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$65.6K +2,180 +6%
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6
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