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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$36.6M
2
SC
2
Savant Capital
Illinois
$85.1M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.3M
5
APF
5
Alaska Permanent Fund
Alaska
$247M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
AWM
2
Arista Wealth Management
Nevada
$14.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$821K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$527K
5
TI
5
Truepoint Inc
Ohio
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Mission Wealth Management
California
$467K – – –
FTUS
202
Flow Traders U.S.
New York
$463K -$577K -19,173 -55%
TWA
203
TCI Wealth Advisors
Arizona
$462K -$3.88K -129 -0.8%
EFA
204
Edge Financial Advisors
Illinois
$457K +$457K +14,996 New
CPWM
205
Cypress Point Wealth Management
Texas
$456K +$30.1K +1,000 +7%
RWM
206
Ruedi Wealth Management
Illinois
$454K +$37.3K +1,240 +9%
HWMT
207
Heritage Wealth Management (Texas)
Texas
$441K +$90 +3 +0%
CMBA
208
C.M. Bidwell & Associates
Hawaii
$415K +$82.2K +2,731 +25%
CPA
209
Capital Performance Advisors
California
$412K +$158K +5,243 +62%
BIG
210
Builder Investment Group
Georgia
$403K +$963 +32 +0.2%
OPS
211
Orion Portfolio Solutions
Nebraska
$402K +$402K +13,343 New
BCI
212
Brinker Capital Investments
Pennsylvania
$402K +$402K +13,343 New
GAM
213
GEM Asset Management
Michigan
$379K +$65.5K +2,356 +21%
EP
214
Essential Planning
New Hampshire
$369K – – –
GAM
215
Gemmer Asset Management
California
$362K +$662 +22 +0.2%
WWA
216
WCG Wealth Advisors
Nevada
$362K +$362K +12,016 New
CL
217
CSS LLC
Illinois
$361K +$361K +12,000 New
2L
218
25 LLC
Missouri
$359K +$27.2K +905 +8%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$357K +$357K +11,866 New
Jones Financial Companies
220
Jones Financial Companies
Missouri
$341K +$201K +6,694 +144%
KWM
221
Keebeck Wealth Management
Illinois
$331K -$158K -5,237 -32%
MSFS
222
Main Street Financial Solutions
Pennsylvania
$328K +$328K +10,913 New
FPIS
223
Financial Planning & Information Services
Wisconsin
$326K +$602 +20 +0.2%
MGW
224
MB Generational Wealth
Washington
$319K +$319K +10,584 New
LAM
225
LifePro Asset Management
California
$298K +$298K +9,899 New
7 8
9
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