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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

219 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.49%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
30
Increased
135
Reduced
32
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$168M
2
SIS
Strategic Investment Solutions
Illinois
$96M
3
EWA
EP Wealth Advisors
California
$61.4M
4
CHP
Cable Hill Partners
Oregon
$24.8M
5
SC
Savant Capital
Illinois
$37.6M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.05M
2
Jane Street
Jane Street
New York
$0
3
MWM
Merriman Wealth Management
Washington
$0
4
MWM
Mattern Wealth Management
Kansas
$336K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
201
Column Capital Advisors
Indiana
$28.3K – – –
AC
202
AlphaCore Capital
California
$26.3K – – –
ADL
203
Asset Dedication LLC
California
$26K – – –
CSWM
204
Cassady Schiller Wealth Management
Ohio
$25K – – –
FSWA
205
Financial Synergies Wealth Advisors
Texas
$24K +$9.86K +389 +70%
LFG
206
Larson Financial Group
Missouri
$22.8K – – –
GRP
207
Global Retirement Partners
California
$19.1K – – –
PA
208
Parallel Advisors
California
$17.2K – – –
AF
209
Advisornet Financial
Minnesota
$15.2K – – –
Comerica Bank
210
Comerica Bank
Texas
$10.9K +$10.9K +432 New
HNB
211
Huntington National Bank
Ohio
$9.53K – – –
S
212
SignatureFD
Georgia
$9.5K +$3.04K +120 +47%
VCM
213
Versant Capital Management
Arizona
$5.45K – – –
CT
214
Colonial Trust
South Carolina
$5.4K – – –
SWM
215
Sanctuary Wealth Management
Idaho
$4.71K +$4.71K +186 New
CWP
216
Concord Wealth Partners
Virginia
$3.74K +$25 +1 +0.7%
TAM
217
Tucker Asset Management
Colorado
$2.53K +$2.53K +100 New
SFG
218
Steward Financial Group
Texas
$2K +$2K +100 New
AWM
219
Avondale Wealth Management
Texas
$1.46K +$1.46K +58 New
Fidelity Investments
220
Fidelity Investments
Massachusetts
$25 +$25 +1 New
Wells Fargo
221
Wells Fargo
California
$4 -$39.3K -1,531 Closed
Jane Street
222
Jane Street
New York
– -$3.52M -137,059 Closed
MWM
223
Merriman Wealth Management
Washington
– -$3.07M -119,564 Closed
V
224
Veritable
Delaware
– -$2.29M -88,942 Closed
TH
225
Team Hewins
California
– -$649K -25,265 Closed
6 7 8
9
10