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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

219 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.49%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
30
Increased
135
Reduced
32
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$96M
3
EWA
3
EP Wealth Advisors
California
$61.4M
4
CHP
4
Cable Hill Partners
Oregon
$24.8M
5
SC
5
Savant Capital
Illinois
$37.6M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.05M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
MWM
4
Mattern Wealth Management
Kansas
$336K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
176
Avantax Advisory Services
Texas
$243K +$243K +9,581 New
TLA
177
Tanglewood Legacy Advisors
Texas
$240K – – –
QC
178
Quent Capital
New York
$231K +$15K +591 +7%
LA
179
LexAurum Advisors
Kansas
$231K +$231K +9,125 New
APG
180
Abacus Planning Group
South Carolina
$214K – – –
AFG
181
Altiora Financial Group
Ohio
$214K +$101 +4 +0%
BIG
182
Builder Investment Group
Georgia
$212K +$212K +8,368 New
SSB
183
Sandy Spring Bank
Maryland
$205K +$205K +8,090 New
AWM
184
Aspire Wealth Management
Massachusetts
$171K +$3.22K +127 +2%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$142K – – –
WP
186
WealthShield Partners
North Carolina
$136K +$405 +16 +0.3%
RW
187
RVW Wealth
California
$117K +$117K +4,611 New
LFA
188
Level Financial Advisors
New York
$110K +$41.7K +1,647 +61%
FCA
189
FinTrust Capital Advisors
South Carolina
$92.4K +$92.4K +3,647 New
APC
190
Aspire Private Capital
North Carolina
$91.7K +$27K +1,067 +42%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$83.4K +$81.6K +3,219 +4,410%
Morgan Stanley
192
Morgan Stanley
New York
$67K +$67K +2,644 New
SWM
193
Spire Wealth Management
Virginia
$61.3K +$61.3K +2,421 New
US Bancorp
194
US Bancorp
Minnesota
$57.4K +$9.71K +383 +20%
GEA
195
Glen Eagle Advisors
New Jersey
$57K – – –
PTC
196
Private Trust Company
Ohio
$56.4K – – –
SIC
197
SJS Investment Consulting
Ohio
$56.3K -$4.74K -187 -8%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$49.6K – – –
MFC
199
Morris Financial Concepts
South Carolina
$36.3K -$25 -1 -0.1%
AWM
200
Avior Wealth Management
Nebraska
$32.9K -$8.44K -333 -20%
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8
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