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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 %
RWM
151
Ruedi Wealth Management
Illinois
$391K +$137K +5,402 +54%
TWA
152
TCI Wealth Advisors
Arizona
$388K -$4.11K -162 -1%
WRPWM
153
Werba Rubin Papier Wealth Management
California
$376K +$634 +25 +0.2%
SC
154
Shearwater Capital
Colorado
$373K -$4.38K -173 -1%
Wealthfront Advisers
155
Wealthfront Advisers
California
$372K +$372K +14,698 New
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$366K +$366K +14,439 New
SS
157
Simplicity Solutions
Minnesota
$351K +$8.03K +317 +2%
KSWA
158
Kathleen S. Wright Associates
Pennsylvania
$350K +$125K +4,977 +55%
AA
159
Ancora Advisors
Ohio
$342K +$72.5K +2,861 +27%
MWM
160
Mattern Wealth Management
Kansas
$336K -$1.62M -64,010 -83%
MCM
161
MAI Capital Management
Ohio
$333K +$333K +13,158 New
MWM
162
Mission Wealth Management
California
$327K +$17.5K +690 +6%
WPC
163
Wedmont Private Capital
Pennsylvania
$326K +$326K +13,100 New
QHA
164
Quarry Hill Advisors
Minnesota
$323K – – –
CMBA
165
C.M. Bidwell & Associates
Hawaii
$316K +$73.1K +2,884 +30%
TFA
166
Triad Financial Advisors
North Carolina
$315K +$315K +12,431 New
GAM
167
Gemmer Asset Management
California
$303K +$1.24K +49 +0.4%
JIC
168
Joel Isaacson & Co
New York
$303K +$1.19K +47 +0.4%
NWM
169
Northwest Wealth Management
Iowa
$296K +$45.4K +1,793 +18%
FPIS
170
Financial Planning & Information Services
Wisconsin
$286K -$2.89K -114 -1%
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$283K +$283K +11,171 New
FWP
172
Firethorn Wealth Partners
Georgia
$281K +$281K +11,088 New
GAM
173
GEM Asset Management
Michigan
$275K +$44.7K +1,765 +19%
2L
174
25 LLC
Missouri
$261K +$30.9K +1,219 +13%
FOA
175
Five Oceans Advisors
California
$246K +$1.52K +60 +0.6%
5 6
7
8 9