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DFSV
Dimensional US Small Cap Value ETF
DFSV
DFSV
200 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 31 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
310% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 31
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
17% more capital invested
Capital invested by funds: $871M → $1.02B (+$146M)
7% more funds holding
Funds holding: 187 → 200 (+13)
1.94% more ownership
Funds ownership: 67.28% → 69.22% (+1.9%)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
3.14%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
25
Increased
127
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$38.1M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$17.2M |
| 3 |
SWM
Seaside Wealth Management
Carlsbad,
California
|
+$16.1M |
| 4 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
+$15.2M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$7.41M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BDWCC
201
B&D White Capital Company
Lakeway,
Texas
| – | -$5.25M | -210,790 | Closed |
|
|
FTUS
202
Flow Traders U.S.
New York
| – | -$996K | -39,941 | Closed |
|
|
AFGAS
203
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| – | -$404K | -16,194 | Closed |
|
|
BIP
204
Blueprint Investment Partners
Greensboro,
North Carolina
| – | -$370K | -14,828 | Closed |
|
|
AAS
205
Avantax Advisory Services
Dallas,
Texas
| – | -$336K | -13,489 | Closed |
|
|
EIA
206
Eldridge Investment Advisors
Manchester,
New Hampshire
| – | -$316K | -12,669 | Closed |
|
|
AC
207
AWM Capital
Phoenix,
Arizona
| – | -$303K | -12,140 | Closed |
|
|
ASN
208
Advisory Services Network
Atlanta,
Georgia
| – | -$48.7K | -1,955 | Closed |
|
209
Morgan Stanley
New York
| – | -$75 | -3 | Closed |
|