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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

282 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
282
Holders Change
+23
Holders Change %
+8.88%
% of All Funds
4.09%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
180
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$36.6M
2
SC
2
Savant Capital
Illinois
$85.1M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$18.3M
5
APF
5
Alaska Permanent Fund
Alaska
$247M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
AWM
2
Arista Wealth Management
Nevada
$14.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$821K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$527K
5
TI
5
Truepoint Inc
Ohio
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$247M 8,205,327 +346,741 +4%
JFG
2
JMG Financial Group
Illinois
$140M 4,663,997 +291,197 +7%
SC
3
Savant Capital
Illinois
$85.1M 2,826,132 +568,558 +25%
EWA
4
EP Wealth Advisors
California
$80.3M 2,667,181 +94,607 +4%
Corient Private Wealth
5
Corient Private Wealth
Florida
$66.5M 2,209,840 +284,984 +15%
MWM
6
Modera Wealth Management
New Jersey
$64.9M 2,156,841 +268,804 +14%
RWM
7
Ritholtz Wealth Management
New York
$58.2M 1,935,074 +53,204 +3%
IFA
8
Index Fund Advisors
California
$42.5M 1,411,588 +104,517 +8%
DPW
9
DiNuzzo Private Wealth
Pennsylvania
$37.3M 1,239,206 +4,012 +0.3%
BSW
10
Buckingham Strategic Wealth
Missouri
$36.6M 1,215,861 +571,338 +89%
CHP
11
Cable Hill Partners
Oregon
$30.8M 1,087,459 – –
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$30.3M 1,007,701 -19,873 -2%
Bank of America
13
Bank of America
North Carolina
$27.4M 909,562 +562,333 +162%
LPL Financial
14
LPL Financial
California
$25.9M 859,791 +66,254 +8%
SCM
15
Stordahl Capital Management
Colorado
$24.7M 822,120 +26,287 +3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$24M 797,625 +56,703 +8%
JTWM
17
Jackson Thornton Wealth Management
Alabama
$23.6M 784,826 +16,479 +2%
MFWP
18
Mosaic Family Wealth Partners
Missouri
$22.7M 754,931 +57,625 +8%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$22.3M 740,640 +115,274 +18%
AFA
20
Alpha Financial Advisors
North Carolina
$21.9M 728,659 +23,339 +3%
EWA
21
Exencial Wealth Advisors
Oklahoma
$21.8M 723,930 +193,334 +36%
TI
22
Truepoint Inc
Ohio
$20.8M 691,227 -38,096 -5%
SWM
23
Seaside Wealth Management
California
$20.1M 667,071 +11,662 +2%
RS
24
Retirement Solution
Washington
$19.1M 635,223 +1,061 +0.2%
EAM
25
Evanson Asset Management
California
$19M 631,751 +70,201 +13%
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