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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

199 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.14%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
25
Increased
126
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
$24.8M
2
SWM
Seaside Wealth Management
California
$16.9M
3
AWM
Arista Wealth Management
Nevada
$20.8M
4
Corient Private Wealth
Corient Private Wealth
Florida
$38.9M
5
MWM
Modera Wealth Management
New Jersey
$27.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$3.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.4M
3
ACP
Aveo Capital Partners
Colorado
$5.9M
4
BDWCC
B&D White Capital Company
Texas
$0
5
GWM
Geneos Wealth Management
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
176
SJS Investment Consulting
Ohio
$61.9K – – –
GEA
177
Glen Eagle Advisors
New Jersey
$57.8K – – –
PTC
178
Private Trust Company
Ohio
$57.2K – – –
Jones Financial Companies
179
Jones Financial Companies
Missouri
$50.3K +$50.3K +1,957 New
US Bancorp
180
US Bancorp
Minnesota
$48.4K – – –
AWM
181
Avior Wealth Management
Nebraska
$41.9K +$360 +14 +0.9%
Wells Fargo
182
Wells Fargo
California
$39.3K -$276K -10,753 -88%
MFC
183
Morris Financial Concepts
South Carolina
$36.9K +$33.5K +1,305 +1,012%
CCA
184
Column Capital Advisors
Indiana
$28.7K – – –
AC
185
AlphaCore Capital
California
$26.7K – – –
ADL
186
Asset Dedication LLC
California
$26K – – –
CSWM
187
Cassady Schiller Wealth Management
Ohio
$25.4K – – –
LFG
188
Larson Financial Group
Missouri
$23.1K – – –
GRP
189
Global Retirement Partners
California
$20K -$4.7K -183 -19%
PA
190
Parallel Advisors
California
$17.5K +$17.5K +680 New
AF
191
Advisornet Financial
Minnesota
$15.4K – – –
FSWA
192
Financial Synergies Wealth Advisors
Texas
$14.4K +$7.82K +304 +120%
S
193
SignatureFD
Georgia
$6.55K +$3.21K +125 +96%
IA
194
IFP Advisors
Florida
$6.04K +$3.94K +153 +187%
VCM
195
Versant Capital Management
Arizona
$5.53K +$5.53K +215 New
CT
196
Colonial Trust
South Carolina
$5.47K – – –
CWP
197
Concord Wealth Partners
Virginia
$3.78K +$26 +1 +0.7%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.88K +$1.88K +73 New
TRCT
199
Tower Research Capital (TRC)
New York
$1.57K -$814K -31,683 -100%
BDWCC
200
B&D White Capital Company
Texas
– -$5.25M -210,790 Closed
5 6 7
8
9