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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 %
HA
151
HFG Advisors
Ohio
$1.12M +$1.12M +37,053 New
MWM
152
Meritas Wealth Management
California
$1.11M -$8.31K -276 -0.7%
Wealthfront Advisers
153
Wealthfront Advisers
California
$1.09M +$491K +16,320 +82%
LFA
154
Level Financial Advisors
New York
$1.08M +$782K +25,966 +259%
HWM
155
Heirloom Wealth Management
Colorado
$1.06M -$43.6K -1,448 -4%
QC
156
Quent Capital
New York
$1.03M +$712K +23,644 +223%
HKIMG
157
Hutchens & Kramer Investment Management Group
Indiana
$1.02M -$43K -1,441 -4%
QHA
158
Quarry Hill Advisors
Minnesota
$993K +$330K +10,971 +50%
NWM
159
Northwest Wealth Management
Iowa
$936K +$194K +6,449 +26%
FCM
160
Fortis Capital Management
Washington
$932K +$1.72K +57 +0.2%
CP
161
Capital Planning
Washington
$909K +$150K +4,986 +20%
AA
162
Aire Advisors
California
$886K -$9.9K -329 -1%
MWM
163
Mattern Wealth Management
Kansas
$876K +$179K +5,943 +26%
SSB
164
Sandy Spring Bank
Maryland
$863K +$147K +4,872 +20%
Morgan Stanley
165
Morgan Stanley
New York
$821K -$5.8M -192,725 -88%
MCM
166
MAI Capital Management
Ohio
$815K +$197K +6,550 +32%
WRPWM
167
Werba Rubin Papier Wealth Management
California
$782K +$240K +7,975 +44%
KSWA
168
Kathleen S. Wright Associates
Pennsylvania
$775K +$356K +11,998 +85%
TH
169
Team Hewins
California
$774K -$19.5K -648 -2%
DI
170
Disciplined Investments
Oklahoma
$765K – – –
FWM
171
FMB Wealth Management
California
$763K +$15.7K +522 +2%
MA
172
Mutual Advisors
Nebraska
$757K +$206K +6,836 +37%
KAM
173
Kraft Asset Management
Tennessee
$749K +$215K +7,136 +40%
MFG
174
Mendota Financial Group
Wisconsin
$720K -$30.2K -1,002 -4%
RWP
175
Revolve Wealth Partners
New Jersey
$673K +$5.72K +190 +0.9%
5 6
7
8 9