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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 %
JIC
151
Joel Isaacson & Co
New York
$306K +$64.2K +2,498 +27%
LWM
152
Lodestone Wealth Management
Washington
$293K +$293K +11,419 New
FPIS
153
Financial Planning & Information Services
Wisconsin
$293K -$111K -4,329 -28%
Citadel Advisors
154
Citadel Advisors
Florida
$291K +$291K +11,314 New
AA
155
Ancora Advisors
Ohio
$273K +$181K +7,032 +195%
NL
156
NWAM LLC
Washington
$259K +$259K +10,080 New
RWM
157
Ruedi Wealth Management
Illinois
$258K -$189K -7,347 -42%
NWM
158
Northwest Wealth Management
Iowa
$254K +$254K +9,881 New
FOA
159
Five Oceans Advisors
California
$248K -$320K -12,453 -56%
CMBA
160
C.M. Bidwell & Associates
Hawaii
$246K +$174K +6,769 +241%
TLA
161
Tanglewood Legacy Advisors
Texas
$243K – – –
2L
162
25 LLC
Missouri
$241K +$16.8K +632 +7%
THL
163
Tillman Hartley LLC
Colorado
$238K – – –
GAM
164
GEM Asset Management
Michigan
$234K -$1.05K -41 -0.4%
KSWA
165
Kathleen S. Wright Associates
Pennsylvania
$232K +$232K +9,021 New
QC
166
Quent Capital
New York
$219K +$27.8K +1,083 +15%
APG
167
Abacus Planning Group
South Carolina
$217K +$334 +13 +0.2%
AFG
168
Altiora Financial Group
Ohio
$216K +$216K +8,423 New
SPI
169
Sutton Place Investors
New York
$212K +$212K +8,267 New
AWM
170
Aspire Wealth Management
Massachusetts
$170K +$38.4K +1,496 +29%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$144K – – –
WP
172
WealthShield Partners
North Carolina
$137K +$13.3K +518 +11%
Bank of America
173
Bank of America
North Carolina
$81.1K +$81.1K +3,155 New
LFA
174
Level Financial Advisors
New York
$69.3K +$52.5K +2,043 +312%
APC
175
Aspire Private Capital
North Carolina
$65.5K +$65.5K +2,550 New
5 6
7
8 9