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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$36.6M
2
SC
2
Savant Capital
Illinois
$85.1M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.3M
5
APF
5
Alaska Permanent Fund
Alaska
$247M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
AWM
2
Arista Wealth Management
Nevada
$14.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$821K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$527K
5
TI
5
Truepoint Inc
Ohio
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$669K 22,228 +2,979 +15%
SFC
177
Sprinkle Financial Consultants
Colorado
$668K 22,196 +22,196 New
MSF
178
Mustard Seed Financial
Arkansas
$655K 21,769 +7,293 +50%
PWA
179
Physician Wealth Advisors
Utah
$646K 23,100 +295 +1%
RW
180
REDW Wealth
New Mexico
$644K 21,391 +21,391 New
AWM
181
Apollon Wealth Management
South Carolina
$605K 20,100 – –
RWM
182
Rockwood Wealth Management
Pennsylvania
$604K 20,058 +6,627 +49%
MFA
183
McClarren Financial Advisors
Pennsylvania
$603K 20,003 +30 +0.2%
CWM
184
CarsonAllaria Wealth Management
Illinois
$589K 19,584 +19,584 New
AFP
185
Ausdal Financial Partners
Iowa
$583K 19,359 +1,805 +10%
GLLW
186
Graves Light Lenhart Wealth
Virginia
$580K 19,285 +679 +4%
HA
187
Hanover Advisors
South Carolina
$567K 18,821 +4,035 +27%
SW
188
Simplicity Wealth
New Jersey
$549K 18,237 +18,237 New
Brown Advisory
189
Brown Advisory
Maryland
$537K 17,833 +17,833 New
Two Sigma Investments
190
Two Sigma Investments
New York
$527K 17,500 -48,200 -73%
CIA
191
Compass Ion Advisors
Pennsylvania
$513K 17,050 +17,050 New
WP
192
WMS Partners
Maryland
$508K 16,880 -224 -1%
JIC
193
Joel Isaacson & Co
New York
$504K 16,741 +4,753 +40%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$503K 16,714 -21,941 -57%
WCWM
195
Willow Creek Wealth Management
California
$492K 16,334 +20 +0.1%
MECA
196
Miller Equity Capital Advisors
Texas
$490K 16,295 +16,295 New
SC
197
Shearwater Capital
Colorado
$489K 16,254 +436 +3%
AFG
198
Altiora Financial Group
Ohio
$489K 16,249 +7,218 +80%
PHWM
199
Pine Harbor Wealth Management
Maryland
$487K 16,182 +4,833 +43%
GOCP
200
Great Oak Capital Partners
Massachusetts
$480K 15,951 +4,478 +39%
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