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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$229M
2
SC
2
Savant Capital
Illinois
$65.7M
3
MWM
3
Modera Wealth Management
New Jersey
$55M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.9M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$18.8M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
CPA
2
Cardiff Park Advisors
California
$0
3
JFG
3
JMG Financial Group
Illinois
$127M
4
CA
4
CGN Advisors
Kansas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
201
C.M. Bidwell & Associates
Hawaii
$322K -$40.7K -1,396 -11%
2L
202
25 LLC
Missouri
$321K +$21.4K +734 +7%
FPIS
203
Financial Planning & Information Services
Wisconsin
$314K -$13.8K -475 -4%
EWA
204
Elevate Wealth Advisory
Georgia
$312K +$312K +10,701 New
QC
205
Quent Capital
New York
$308K +$42.7K +1,466 +16%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$302K -$22.9K -786 -7%
SRCM
207
Signature Resources Capital Management
California
$296K +$296K +10,159 New
LFA
208
Level Financial Advisors
New York
$292K +$166K +5,699 +131%
TLA
209
Tanglewood Legacy Advisors
Texas
$276K – – –
AFG
210
Altiora Financial Group
Ohio
$263K +$17.6K +604 +7%
LFA
211
Lauterbach Financial Advisors
Texas
$260K +$260K +8,912 New
CPA
212
Capital Performance Advisors
California
$246K +$246K +8,455 New
APG
213
Abacus Planning Group
South Carolina
$246K – – –
NFP
214
Narus Financial Partners
Utah
$243K +$243K +8,354 New
AFGAS
215
Allegiance Financial Group Advisory Services
Virginia
$226K +$226K +7,747 New
AF
216
Advisornet Financial
Minnesota
$218K +$201K +6,901 +1,150%
ASN
217
Advisory Services Network
Georgia
$215K +$215K +7,370 New
PWM
218
Perigon Wealth Management
California
$213K +$213K +7,314 New
RIM
219
Rockbridge Investment Management
New York
$213K +$213K +7,302 New
RIP
220
RAM Investment Partners
Washington
$211K +$211K +7,236 New
SPI
221
Sutton Place Investors
New York
$211K +$211K +7,230 New
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$210K +$210K +7,199 New
GHA
223
Granite Harbor Advisors
Texas
$201K +$201K +6,908 New
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$201K -$1.18M -40,429 -85%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$198K +$198K +6,789 New
7 8
9
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