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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

299 hedge funds and large institutions have $2.27B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+17
Holders Change %
+6.03%
% of All Funds
4.35%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
30
Increased
179
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$134M
2
AWM
2
Arista Wealth Management
Nevada
$45.2M
3
AAS
3
Avantax Advisory Services
Texas
$29.1M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$79M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$11.6M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$753K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
RVPG
3
Relative Value Partners Group
$0
4
VW
4
Vance Wealth
California
$7.2M
5
EWA
5
EP Wealth Advisors
California
$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
126
REDW Wealth
New Mexico
$2.11M +$1.5M +51,994 +243%
GCA
127
Gradient Capital Advisors
California
$2.04M +$246K +8,554 +14%
PFA
128
Pettinga Financial Advisors
Indiana
$2.02M +$483K +16,766 +31%
QFA
129
Quantum Financial Advisors
California
$1.96M +$94.4K +3,280 +5%
Renaissance Technologies
130
Renaissance Technologies
New York
$1.95M +$797K +27,700 +69%
LFGO
131
Legacy Financial Group (Oklahoma)
Oklahoma
$1.95M +$185K +6,445 +10%
FWP
132
Firethorn Wealth Partners
Georgia
$1.92M +$240K +8,354 +14%
AA
133
Advisory Alpha
Michigan
$1.81M -$2.36M -82,015 -57%
TWCA
134
Two West Capital Advisors
Kansas
$1.79M +$1.79M +62,197 New
Wealthfront Advisers
135
Wealthfront Advisers
California
$1.76M +$714K +24,800 +68%
QC
136
Quent Capital
New York
$1.75M +$766K +26,630 +78%
DWM
137
Dopkins Wealth Management
New York
$1.73M +$50K +1,736 +3%
MFT
138
Moisand Fitzgerald Tamayo
Florida
$1.73M -$1.41K -49 -0.1%
AFG
139
Altiora Financial Group
Ohio
$1.71M +$1.24M +43,027 +265%
Betterment LLC
140
Betterment LLC
New York
$1.69M +$217K +7,548 +15%
FFA
141
Farther Finance Advisors
California
$1.67M +$56.7K +1,991 +4%
BTI
142
Blue Trust Inc
Georgia
$1.66M – – –
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$1.64M +$503K +17,476 +44%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$1.63M +$196K +6,798 +14%
SAG
145
SageView Advisory Group
California
$1.63M -$4.43K -154 -0.3%
MWM
146
Mattern Wealth Management
Kansas
$1.6M +$765K +26,592 +91%
LFA
147
Level Financial Advisors
New York
$1.57M +$538K +18,696 +52%
RGC
148
Roberts, Glore & Co
Illinois
$1.57M +$96.5K +3,353 +7%
CFO
149
Collective Family Office
Pennsylvania
$1.55M +$104K +3,627 +7%
GAM
150
Gemmer Asset Management
California
$1.55M +$1.2M +41,714 +347%
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