DFSV icon

Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

55 hedge funds and large institutions have $454M invested in Dimensional US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 9 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+42
Holders Change %
+323.08%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
43
Increased
9
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$130M
2
TI
2
Truepoint Inc
Ohio
$17M
3
B
3
BetterWealth
California
$11.7M
4
BDF
4
Balasa Dinverno & Foltz
$11.9M
5
3LCM
5
3D/L Capital Management
Connecticut
$8.87M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$233M 100,000 – –
MWM
2
Merriman Wealth Management
Washington
$130M 5,749,117 +5,749,117 New
TI
3
Truepoint Inc
Ohio
$17M 754,255 +754,255 New
BDF
4
Balasa Dinverno & Foltz
$11.9M 527,431 +503,236 +2,080%
B
5
BetterWealth
California
$11.7M 518,264 +518,264 New
3LCM
6
3D/L Capital Management
Connecticut
$8.87M 393,370 +393,370 New
ACP
7
Aveo Capital Partners
Colorado
$5.93M 262,765 +203,242 +341%
SCM
8
Stordahl Capital Management
Colorado
$4.33M 192,054 +192,054 New
IFA
9
Index Fund Advisors
California
$3.46M 153,505 +129,356 +536%
PFM
10
Phillips Financial Management
Indiana
$3.14M 139,038 +139,038 New
ASI
11
Advisory Services & Investments
Oregon
$2.79M 123,651 +123,651 New
CPIG
12
Chicago Partners Investment Group
Illinois
$2.35M 94,518 +94,518 New
BO
13
BRR OpCo
Ohio
$1.92M 85,279 +85,279 New
EAM
14
Evanson Asset Management
California
$1.9M 84,182 +73,149 +663%
EP
15
Equius Partners
California
$1.51M 66,928 +57,414 +603%
RVPG
16
Relative Value Partners Group
$1.34M 54,049 +54,049 New
GTAM
17
Global Trust Asset Management
Florida
$1.21M 53,810 +53,810 New
TWP
18
Total Wealth Planning
Ohio
$1.1M 48,873 +48,873 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.01M 44,838 +44,838 New
HIGP
20
Hill Investment Group Partners
Missouri
$984K 43,601 +43,601 New
CWM
21
Cahill Wealth Management
Michigan
$859K 38,082 +38,082 New
HighTower Advisors
22
HighTower Advisors
Illinois
$583K 25,776 +25,776 New
BPA
23
Beacon Pointe Advisors
California
$558K 24,723 +24,723 New
SC
24
Schubert & Co
Texas
$509K 22,541 +21,195 +1,575%
SFG
25
SNS Financial Group
Minnesota
$504K 22,355 +22,355 New
1
2 3