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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$229M
2
SC
2
Savant Capital
Illinois
$65.7M
3
MWM
3
Modera Wealth Management
New Jersey
$55M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
CPA
2
Cardiff Park Advisors
California
$0
3
JFG
3
JMG Financial Group
Illinois
$127M
4
CA
4
CGN Advisors
Kansas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
151
Flow Traders U.S.
New York
$1.01M +$428K +14,703 +74%
FCM
152
Fortis Capital Management
Washington
$900K +$3.55K +122 +0.4%
AA
153
Aire Advisors
California
$866K +$866K +29,747 New
RCAG
154
Rehmann Capital Advisory Group
Michigan
$854K -$144K -4,930 -14%
ARC
155
Advisor Resource Council
Texas
$836K +$836K +28,700 New
AA
156
Ancora Advisors
Ohio
$800K +$407K +13,989 +104%
TH
157
Team Hewins
California
$768K +$768K +26,365 New
DI
158
Disciplined Investments
Oklahoma
$740K – – –
CP
159
Capital Planning
Washington
$734K +$734K +25,198 New
MFG
160
Mendota Financial Group
Wisconsin
$726K -$282K -9,685 -28%
FWM
161
FMB Wealth Management
California
$723K +$15.5K +533 +2%
NWM
162
Northwest Wealth Management
Iowa
$717K +$377K +12,959 +111%
SSB
163
Sandy Spring Bank
Maryland
$693K +$458K +15,716 +194%
MWM
164
Mattern Wealth Management
Kansas
$674K +$288K +9,882 +75%
PWA
165
Physician Wealth Advisors
Utah
$651K +$24.7K +866 +4%
RWP
166
Revolve Wealth Partners
New Jersey
$646K – – –
QHA
167
Quarry Hill Advisors
Minnesota
$641K +$270K +9,282 +73%
Renaissance Technologies
168
Renaissance Technologies
New York
$620K +$61.1K +2,100 +11%
MCM
169
MAI Capital Management
Ohio
$597K +$214K +7,354 +56%
AWM
170
Apollon Wealth Management
South Carolina
$585K +$29.1K +1,000 +5%
MFA
171
McClarren Financial Advisors
Pennsylvania
$582K +$2.33K +80 +0.4%
Wealthfront Advisers
172
Wealthfront Advisers
California
$580K +$152K +5,236 +36%
WDL
173
Well Done LLC
Michigan
$565K +$565K +19,418 New
GJIA
174
Glass Jacobson Investment Advisors
Maryland
$561K -$22.4K -768 -4%
GLLW
175
Graves Light Lenhart Wealth
Virginia
$542K +$57.6K +1,978 +12%
5 6
7
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