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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

219 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 135 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
219
Holders Change
+20
Holders Change %
+10.05%
% of All Funds
3.49%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.4%
New
30
Increased
135
Reduced
32
Closed
9
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$96M
3
EWA
3
EP Wealth Advisors
California
$61.4M
4
CHP
4
Cable Hill Partners
Oregon
$24.8M
5
SC
5
Savant Capital
Illinois
$37.6M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.05M
2
Jane Street
2
Jane Street
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
V
4
Veritable
Delaware
$0
5
MWM
5
Mattern Wealth Management
Kansas
$336K
Name Market Value Shares Shares
Change 		Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$168M 6,633,596 +4,061,125 +158%
JFG
2
JMG Financial Group
Illinois
$117M 4,625,156 +219,179 +5%
SIS
3
Strategic Investment Solutions
Illinois
$96M 3,640,247 +3,585,404 +6,538%
EWA
4
EP Wealth Advisors
California
$61.4M 2,421,763 +2,417,994 +64,155%
RWM
5
Ritholtz Wealth Management
New York
$46.2M 1,822,796 +103,404 +6%
Corient Private Wealth
6
Corient Private Wealth
Florida
$43.7M 1,724,383 +210,903 +14%
SC
7
Savant Capital
Illinois
$37.6M 1,483,417 +517,821 +54%
MWM
8
Modera Wealth Management
New Jersey
$34.5M 1,360,783 +275,517 +25%
PFO
9
Pathstone Family Office
New Jersey
$27.3M 1,076,334 +67,913 +7%
IFA
10
Index Fund Advisors
California
$25M 984,688 +132,590 +16%
CHP
11
Cable Hill Partners
Oregon
$24.8M 980,377 +703,171 +254%
AWM
12
Arista Wealth Management
Nevada
$23.2M 914,412 +103,493 +13%
SCM
13
Stordahl Capital Management
Colorado
$19.3M 762,095 +38,060 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$18.8M 740,502 +107,629 +17%
MFWP
15
Mosaic Family Wealth Partners
Missouri
$18.5M 730,438 +46,796 +7%
SWM
16
Seaside Wealth Management
California
$17.5M 689,077 +32,386 +5%
TI
17
Truepoint Inc
Ohio
$17.5M 688,924 -18,520 -3%
JTWM
18
Jackson Thornton Wealth Management
Alabama
$16.4M 647,815 +94,764 +17%
AFA
19
Alpha Financial Advisors
North Carolina
$16.4M 647,459 +26,397 +4%
AWM
20
AE Wealth Management
Kansas
$15.7M 618,413 +26,315 +4%
RS
21
Retirement Solution
Washington
$15.6M 617,095 +26,617 +5%
LPL Financial
22
LPL Financial
California
$15.5M 612,273 +19,971 +3%
B
23
BetterWealth
California
$15M 592,585 -3,343 -0.6%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$13.6M 538,128 +126,088 +31%
GWM
25
Geneos Wealth Management
Colorado
$12.9M 509,404 +7,520 +1%
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