DFSV icon

Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

199 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, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% 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
126
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$24.8M
2
SWM
2
Seaside Wealth Management
California
$16.9M
3
AWM
3
Arista Wealth Management
Nevada
$20.8M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$38.9M
5
MWM
5
Modera Wealth Management
New Jersey
$27.9M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.4M
3
ACP
3
Aveo Capital Partners
Colorado
$5.9M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
GWM
5
Geneos Wealth Management
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
201
Flow Traders U.S.
New York
– -$996K -39,941 Closed
AFGAS
202
Allegiance Financial Group Advisory Services
Virginia
– -$404K -16,194 Closed
BIP
203
Blueprint Investment Partners
North Carolina
– -$370K -14,828 Closed
AAS
204
Avantax Advisory Services
Texas
– -$336K -13,489 Closed
EIA
205
Eldridge Investment Advisors
New Hampshire
– -$316K -12,669 Closed
AC
206
AWM Capital
Arizona
– -$303K -12,140 Closed
ASN
207
Advisory Services Network
Georgia
– -$48.7K -1,955 Closed
Morgan Stanley
208
Morgan Stanley
New York
– -$75 -3 Closed
5 6 7 8
9