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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

186 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+33
Holders Change %
+21.57%
% of All Funds
2.98%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.37%
New
46
Increased
97
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$19.8M
2
GWM
2
Geneos Wealth Management
Colorado
$14.5M
3
AWM
3
AE Wealth Management
Kansas
$14.1M
4
RS
4
Retirement Solution
Washington
$14M
5
JFG
5
JMG Financial Group
Illinois
$106M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$373K
2
PFO
2
Pathstone Family Office
New Jersey
$24.7M
3
Jane Street
3
Jane Street
New York
$1.91M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
176
Level Financial Advisors
New York
$16.3K 654 – –
ME
177
McIlrath & Eck
Washington
$15.9K 636 +636 New
AF
178
Advisornet Financial
Minnesota
$15K 600 – –
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$10.7K 430,706 +66,626 +18%
FSWA
180
Financial Synergies Wealth Advisors
Texas
$6.34K 254 – –
CT
181
Colonial Trust
South Carolina
$5.31K 213 -140 -40%
CWP
182
Concord Wealth Partners
Virginia
$3.65K 146 – –
S
183
SignatureFD
Georgia
$3.24K 130 +40 +44%
MFC
184
Morris Financial Concepts
South Carolina
$3.22K 129 +53 +70%
IA
185
IFP Advisors
Florida
$2.04K 82 -2,587 -97%
Morgan Stanley
186
Morgan Stanley
New York
$75 3 -1,340 -100%
Dimensional Fund Advisors
187
Dimensional Fund Advisors
Texas
– – -100,000 Closed
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
– – -56,855 Closed
Citadel Advisors
189
Citadel Advisors
Florida
– – -52,444 Closed
MWA
190
Mills Wealth Advisors
Texas
– – -21,449 Closed
VCM
191
Vivaldi Capital Management
Illinois
– – -10,262 Closed
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
– – -9,989 Closed
NFP
193
Narus Financial Partners
Utah
– – -8,517 Closed
FCG
194
Financial Connections Group
California
– – -375 Closed
MCA
195
Maryland Capital Advisors
Maryland
– – -129 Closed
CFGS
196
Concourse Financial Group Securities
Alabama
– – – –
4 5 6 7
8