DFSV icon

Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

259 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+40
Holders Change %
+18.26%
% of All Funds
3.8%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.53%
New
63
Increased
133
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DPW
1
DiNuzzo Private Wealth
Pennsylvania
$36M
2
APF
2
Alaska Permanent Fund
Alaska
$229M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$29.9M
4
SC
4
Savant Capital
Illinois
$65.7M
5
PWMG
5
Private Wealth Management Group
New Jersey
$15.4M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$7.94M
2
3LCM
2
3D/L Capital Management
Connecticut
$0
3
CPA
3
Cardiff Park Advisors
California
$0
4
JFG
4
JMG Financial Group
Illinois
$127M
5
CA
5
CGN Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$229M 7,858,586 +1,224,990 +18%
JFG
2
JMG Financial Group
Illinois
$127M 4,372,800 -252,356 -5%
EWA
3
EP Wealth Advisors
California
$74.9M 2,572,574 +150,811 +6%
SC
4
Savant Capital
Illinois
$65.7M 2,257,574 +774,157 +52%
Corient Private Wealth
5
Corient Private Wealth
Florida
$56.1M 1,924,856 +200,473 +12%
MWM
6
Modera Wealth Management
New Jersey
$55M 1,888,037 +527,254 +39%
RWM
7
Ritholtz Wealth Management
New York
$54.8M 1,881,870 +59,074 +3%
IFA
8
Index Fund Advisors
California
$38.1M 1,307,071 +322,383 +33%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$36M 1,235,194 +1,235,194 New
AWM
10
Arista Wealth Management
Nevada
$30.8M 1,058,454 +144,042 +16%
CHP
11
Cable Hill Partners
Oregon
$30.8M 1,087,459 +107,082 +11%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$29.9M 1,027,574 +1,027,574 New
SCM
13
Stordahl Capital Management
Colorado
$23.2M 795,833 +33,738 +4%
LPL Financial
14
LPL Financial
California
$23.1M 793,537 +181,264 +30%
JTWM
15
Jackson Thornton Wealth Management
Alabama
$22.4M 768,347 +120,532 +19%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$21.6M 740,922 +420 +0.1%
TI
17
Truepoint Inc
Ohio
$21.2M 729,323 +40,399 +6%
AFA
18
Alpha Financial Advisors
North Carolina
$20.5M 705,320 +57,861 +9%
MFWP
19
Mosaic Family Wealth Partners
Missouri
$20.3M 697,306 -33,132 -5%
SWM
20
Seaside Wealth Management
California
$19.1M 655,409 -33,668 -5%
BSW
21
Buckingham Strategic Wealth
Missouri
$18.8M 644,523 +391,634 +155%
RS
22
Retirement Solution
Washington
$18.5M 634,162 +17,067 +3%
AWM
23
AE Wealth Management
Kansas
$18.4M 640,618 +22,205 +4%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$18.2M 625,366 +87,238 +16%
B
25
BetterWealth
California
$17.2M 590,235 -2,350 -0.4%
1
2 3 4 5