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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

199 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.14%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
25
Increased
126
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$66.1M
2
SC
2
Savant Capital
Illinois
$24.8M
3
SWM
3
Seaside Wealth Management
California
$16.9M
4
AWM
4
Arista Wealth Management
Nevada
$20.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$38.9M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.4M
3
ACP
3
Aveo Capital Partners
Colorado
$5.9M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
GWM
5
Geneos Wealth Management
Colorado
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
JFG
1
JMG Financial Group
Illinois
$113M 4,405,977 +136,489 +3%
APF
2
Alaska Permanent Fund
Alaska
$66.1M 2,572,471 +2,572,471 New
EWA
3
EP Wealth Advisors
California
$58.2M 3,769 – –
RWM
4
Ritholtz Wealth Management
New York
$44.2M 1,719,392 +143,621 +9%
Corient Private Wealth
5
Corient Private Wealth
Florida
$38.9M 1,513,480 +302,799 +25%
MWM
6
Modera Wealth Management
New Jersey
$27.9M 1,085,266 +291,516 +37%
PFO
7
Pathstone Family Office
New Jersey
$25.9M 1,008,421 +18,408 +2%
SC
8
Savant Capital
Illinois
$24.8M 965,596 +702,518 +267%
IFA
9
Index Fund Advisors
California
$21.9M 852,098 +126,271 +17%
AWM
10
Arista Wealth Management
Nevada
$20.8M 810,919 +620,436 +326%
SCM
11
Stordahl Capital Management
Colorado
$18.6M 724,035 +40,062 +6%
TI
12
Truepoint Inc
Ohio
$18.2M 707,444 -36,323 -5%
MFWP
13
Mosaic Family Wealth Partners
Missouri
$17.6M 683,642 +32,418 +5%
SWM
14
Seaside Wealth Management
California
$16.9M 656,691 +656,691 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$16.3M 632,873 +202,167 +47%
AFA
16
Alpha Financial Advisors
North Carolina
$16M 621,062 +110,566 +22%
B
17
BetterWealth
California
$15.3M 595,928 +8,748 +1%
LPL Financial
18
LPL Financial
California
$15.2M 592,302 +116,214 +24%
AWM
19
AE Wealth Management
Kansas
$15.2M 592,098 +28,039 +5%
RS
20
Retirement Solution
Washington
$15.2M 590,478 +29,024 +5%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$14.2M 553,051 +14,830 +3%
HWM
22
Hassell Wealth Management
Louisiana
$13.8M 522,474 +44,622 +9%
GWM
23
Geneos Wealth Management
Colorado
$12.9M 501,884 -81,022 -14%
B
24
Bridgeworth
Alabama
$11.5M 448,911 +161,837 +56%
SIAG
25
Safeguard Investment Advisory Group
California
$10.8M 421,804 +87,729 +26%
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