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DFSV

Dimensional US Small Cap Value ETF

304 hedge funds and large institutions have $2.28B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 56

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$198M)

7% more funds holding

Funds holding: 285304 (+19)

1.4% more ownership

Funds ownership: 71.97%73.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
183
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
151
Monograph Wealth Advisors
California
$1.36M +$609 +21 +0%
BEW
152
Burton Enright Welch
California
$1.34M +$360K +12,408 +36%
FNBT
153
FineMark National Bank & Trust
Florida
$1.33M +$44.3K +1,526 +3%
IAG
154
Investmark Advisory Group
Connecticut
$1.32M -$20.3K -701 -2%
LCM
155
Liberty Capital Management
Michigan
$1.31M
SSB
156
Sandy Spring Bank
Maryland
$1.3M +$476K +16,407 +57%
PWIA
157
Porter White Investment Advisors
Alabama
$1.29M -$33.5K -1,153 -3%
Jane Street
158
Jane Street
New York
$1.27M -$2.91M -100,369 -70%
CFGA
159
Cambridge Financial Group (Arizona)
Arizona
$1.25M +$477K +16,446 +61%
SC
160
Schubert & Co
Texas
$1.23M
NWM
161
Northwest Wealth Management
Iowa
$1.21M +$318K +10,967 +35%
GTAM
162
Global Trust Asset Management
Florida
$1.21M -$10.2K -351 -0.8%
OFS
163
OneAscent Financial Services
Alabama
$1.14M +$1.15M +39,672 New
HA
164
HFG Advisors
Ohio
$1.12M +$55.8K +1,922 +5%
MWM
165
Meritas Wealth Management
California
$1.07M +$2.67K +92 +0.2%
MCM
166
MAI Capital Management
Ohio
$1.01M +$231K +7,952 +29%
HWM
167
Heirloom Wealth Management
Colorado
$951K -$65.1K -2,244 -6%
MA
168
Mutual Advisors
Nebraska
$940K +$141K +4,844 +19%
MECA
169
Miller Equity Capital Advisors
Texas
$940K +$475K +16,355 +100%
LCM
170
Lazari Capital Management
California
$924K +$931K +32,088 New
HKIMG
171
Hutchens & Kramer Investment Management Group
Indiana
$899K -$78K -2,687 -8%
FCM
172
Fortis Capital Management
Washington
$894K +$3.6K +124 +0.4%
CP
173
Capital Planning
Washington
$894K +$25.3K +873 +3%
QHA
174
Quarry Hill Advisors
Minnesota
$872K -$78.2K -2,695 -8%
WRPWM
175
Werba Rubin Papier Wealth Management
California
$872K +$125K +4,318 +17%