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DFSV

Dimensional US Small Cap Value ETF

304 hedge funds and large institutions have $2.28B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 56

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$198M)

7% more funds holding

Funds holding: 285304 (+19)

1.4% more ownership

Funds ownership: 71.97%73.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
183
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
201
Graves Light Lenhart Wealth
Virginia
$551K +$1.45K +50 +0.3%
JIC
202
Joel Isaacson & Co
New York
$537K +$55.6K +1,917 +11%
TH
203
Team Hewins
California
$531K -$211K -7,279 -28%
SW
204
Simplicity Wealth
New Jersey
$525K +$493 +17 +0.1%
CMBA
205
C.M. Bidwell & Associates
Hawaii
$518K +$122K +4,192 +30%
Brown Advisory
206
Brown Advisory
Maryland
$513K
CIA
207
Compass Ion Advisors
Pennsylvania
$513K
MGW
208
MB Generational Wealth
Washington
$494K +$191K +6,571 +62%
CPWM
209
Cypress Point Wealth Management
Texas
$491K +$55.1K +1,900 +13%
WP
210
WMS Partners
Maryland
$485K -$1.02K -35 -0.2%
GOCP
211
Great Oak Capital Partners
Massachusetts
$485K +$21.1K +727 +5%
WCWM
212
Willow Creek Wealth Management
California
$470K
SC
213
Shearwater Capital
Colorado
$467K -$842 -29 -0.2%
KAM
214
Kraft Asset Management
Tennessee
$464K -$254K -8,746 -35%
CAM
215
CPA Asset Management
Florida
$458K +$462K +15,911 New
CPA
216
Capital Performance Advisors
California
$458K +$64.2K +2,212 +16%
AI
217
Atria Investments
North Carolina
$457K +$460K +15,866 New
MKW
218
Mullaney, Keating & Wright
Connecticut
$455K +$459K +15,812 New
Jones Financial Companies
219
Jones Financial Companies
Missouri
$453K +$128K +4,406 +39%
HA
220
Hanover Advisors
South Carolina
$452K -$90.4K -3,115 -17%
EP
221
Essential Planning
New Hampshire
$446K +$82.4K +2,838 +22%
MWM
222
Mission Wealth Management
California
$438K -$8.24K -284 -2%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$422K +$80.9K +2,789 +24%
TWA
224
TCI Wealth Advisors
Arizona
$419K -$22.4K -773 -5%
Morgan Stanley
225
Morgan Stanley
New York
$415K -$374K -12,875 -47%