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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$229M
2
SC
2
Savant Capital
Illinois
$65.7M
3
MWM
3
Modera Wealth Management
New Jersey
$55M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
CPA
2
Cardiff Park Advisors
California
$0
3
JFG
3
JMG Financial Group
Illinois
$127M
4
CA
4
CGN Advisors
Kansas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
Mutual Advisors
Nebraska
$533K +$74.9K +2,571 +16%
WRPWM
177
Werba Rubin Papier Wealth Management
California
$524K +$92.2K +3,165 +21%
KAM
178
Kraft Asset Management
Tennessee
$517K +$517K +17,742 New
AFP
179
Ausdal Financial Partners
Iowa
$511K -$2.04K -70 -0.4%
WP
180
WMS Partners
Maryland
$498K +$38.5K +1,321 +8%
WCWM
181
Willow Creek Wealth Management
California
$475K -$103K -3,540 -18%
KWM
182
Keebeck Wealth Management
Illinois
$473K +$473K +16,230 New
SC
183
Shearwater Capital
Colorado
$461K +$32K +1,100 +7%
MWM
184
Mission Wealth Management
California
$452K +$76K +2,610 +20%
TWA
185
TCI Wealth Advisors
Arizona
$450K +$4.75K +163 +1%
HA
186
Hanover Advisors
South Carolina
$431K +$431K +14,786 New
HWMT
187
Heritage Wealth Management (Texas)
Texas
$426K +$426K +14,644 New
MSF
188
Mustard Seed Financial
Arkansas
$422K +$422K +14,476 New
CPWM
189
Cypress Point Wealth Management
Texas
$412K +$412K +14,153 New
SS
190
Simplicity Solutions
Minnesota
$405K +$2.33K +80 +0.6%
RWM
191
Ruedi Wealth Management
Illinois
$403K -$46.9K -1,611 -10%
KSWA
192
Kathleen S. Wright Associates
Pennsylvania
$403K +$2.86K +100 +0.7%
RWM
193
Rockwood Wealth Management
Pennsylvania
$391K +$391K +13,431 New
BIG
194
Builder Investment Group
Georgia
$389K +$145K +4,976 +59%
EP
195
Essential Planning
New Hampshire
$369K +$369K +12,662 New
GAM
196
Gemmer Asset Management
California
$350K +$1.37K +47 +0.4%
JIC
197
Joel Isaacson & Co
New York
$349K +$1.34K +46 +0.4%
GOCP
198
Great Oak Capital Partners
Massachusetts
$334K +$334K +11,473 New
PHWM
199
Pine Harbor Wealth Management
Maryland
$330K +$330K +11,349 New
GAM
200
GEM Asset Management
Michigan
$328K +$11.9K +407 +4%
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8
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