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DFSV

Dimensional US Small Cap Value ETF

304 hedge funds and large institutions have $2.28B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 56

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$198M)

7% more funds holding

Funds holding: 285304 (+19)

1.4% more ownership

Funds ownership: 71.97%73.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
183
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KS
176
Karpas Strategies
Connecticut
$847K +$854K +29,415 New
KSWA
177
Kathleen S. Wright Associates
Pennsylvania
$831K +$71.9K +2,476 +9%
MSF
178
Mustard Seed Financial
Arkansas
$829K +$204K +7,020 +32%
AA
179
Aire Advisors
California
$815K -$31.8K -1,097 -4%
EFA
180
Edge Financial Advisors
Illinois
$809K +$381K +13,124 +88%
QWM
181
Quadcap Wealth Management
Texas
$785K +$792K +27,275 New
MFA
182
McClarren Financial Advisors
Pennsylvania
$753K -$563K -19,399 -97%
BCI
183
Brinker Capital Investments
Pennsylvania
$736K +$355K +12,234 +92%
OPS
184
Orion Portfolio Solutions
Nebraska
$736K +$355K +12,234 +92%
FWM
185
FMB Wealth Management
California
$735K +$5.31K +183 +0.7%
DI
186
Disciplined Investments
Oklahoma
$731K
MML Investors Services
187
MML Investors Services
Massachusetts
$731K +$737K +25,392 New
GJIA
188
Glass Jacobson Investment Advisors
Maryland
$721K +$82.3K +2,836 +13%
PWA
189
Physician Wealth Advisors
Utah
$688K -$30.8K -1,061 -5%
SFC
190
Sprinkle Financial Consultants
Colorado
$655K +$16.5K +568 +3%
MFG
191
Mendota Financial Group
Wisconsin
$654K -$34.4K -1,185 -5%
Citadel Advisors
192
Citadel Advisors
Florida
$652K -$660K -22,736 -50%
RWP
193
Revolve Wealth Partners
New Jersey
$644K
FTUS
194
Flow Traders U.S.
New York
$629K +$188K +6,471 +42%
AWM
195
Apollon Wealth Management
South Carolina
$578K
CL
196
CSS LLC
Illinois
$576K +$232K +8,000 +67%
CWM
197
CarsonAllaria Wealth Management
Illinois
$566K +$2.84K +98 +0.5%
RWM
198
Rockwood Wealth Management
Pennsylvania
$559K -$18.3K -629 -3%
AFP
199
Ausdal Financial Partners
Iowa
$557K
PHWM
200
Pine Harbor Wealth Management
Maryland
$554K +$88.8K +3,060 +19%