DFSV icon

Dimensional US Small Cap Value ETF

299 hedge funds and large institutions have $2.27B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+17
Holders Change %
+6.03%
% of All Funds
4.35%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
30
Increased
179
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MSF
176
Mustard Seed Financial
Arkansas
$829K +$202K +7,020 +32%
AA
177
Aire Advisors
California
$815K -$31.6K -1,097 -4%
QWM
178
Quadcap Wealth Management
Texas
$785K +$785K +27,275 New
MFA
179
McClarren Financial Advisors
Pennsylvania
$753K -$24.2M -19,399 -97%
OPS
180
Orion Portfolio Solutions
Nebraska
$736K +$352K +12,234 +92%
BCI
181
Brinker Capital Investments
Pennsylvania
$736K +$352K +12,234 +92%
FWM
182
FMB Wealth Management
California
$735K +$5.27K +183 +0.7%
DI
183
Disciplined Investments
Oklahoma
$731K
MML Investors Services
184
MML Investors Services
Massachusetts
$731K +$731K +25,392 New
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$721K +$81.6K +2,836 +13%
PWA
186
Physician Wealth Advisors
Utah
$688K -$33.1K -1,061 -5%
SFC
187
Sprinkle Financial Consultants
Colorado
$655K +$16.3K +568 +3%
MFG
188
Mendota Financial Group
Wisconsin
$654K -$34.1K -1,185 -5%
Citadel Advisors
189
Citadel Advisors
Florida
$652K -$654K -22,736 -50%
RWP
190
Revolve Wealth Partners
New Jersey
$644K
FTUS
191
Flow Traders U.S.
New York
$629K +$186K +6,471 +42%
AWM
192
Apollon Wealth Management
South Carolina
$578K
CL
193
CSS LLC
Illinois
$576K +$230K +8,000 +67%
CWM
194
CarsonAllaria Wealth Management
Illinois
$566K +$2.82K +98 +0.5%
RWM
195
Rockwood Wealth Management
Pennsylvania
$559K -$18.1K -629 -3%
AFP
196
Ausdal Financial Partners
Iowa
$557K
PHWM
197
Pine Harbor Wealth Management
Maryland
$554K +$88.1K +3,060 +19%
GLLW
198
Graves Light Lenhart Wealth
Virginia
$551K +$1.42K +50 +0.3%
JIC
199
Joel Isaacson & Co
New York
$537K +$55.2K +1,917 +11%
TH
200
Team Hewins
California
$531K -$209K -7,279 -28%