We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF

304 hedge funds and large institutions have $2.28B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 56

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $2.08B → $2.28B (+$198M)

7% more funds holding

Funds holding: 285304 (+19)

1.4% more ownership

Funds ownership: 71.97%73.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
4.39%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
183
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$260M
JFG
2
JMG Financial Group
Illinois
$141M +$7.06M +243,430 +5%
SC
3
Savant Capital
Illinois
$134M +$52.8M +1,818,171 +64%
Corient Private Wealth
4
Corient Private Wealth
Florida
$79M +$15.5M +533,919 +24%
EWA
5
EP Wealth Advisors
California
$72.3M -$4.5M -154,958 -6%
MWM
6
Modera Wealth Management
New Jersey
$67.6M +$5.57M +192,043 +9%
RWM
7
Ritholtz Wealth Management
New York
$56.4M +$704K +24,269 +1%
IFA
8
Index Fund Advisors
California
$46.5M +$5.96M +205,364 +15%
AWM
9
Arista Wealth Management
Nevada
$45.2M +$31.4M +1,083,193 +222%
BSW
10
Buckingham Strategic Wealth
Missouri
$42.7M +$7.74M +266,817 +22%
DPW
11
DiNuzzo Private Wealth
Pennsylvania
$35.9M +$205K +7,078 +0.6%
CHP
12
Cable Hill Partners
Oregon
$33.3M +$2.05M +70,470 +6%
Bank of America
13
Bank of America
North Carolina
$33M +$6.85M +235,929 +26%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$29.9M +$917K +31,606 +3%
AAS
15
Avantax Advisory Services
Texas
$29.1M +$20M +690,381 +215%
LPL Financial
16
LPL Financial
California
$27M +$2.26M +77,811 +9%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$25.9M +$4.62M +159,030 +21%
SCM
18
Stordahl Capital Management
Colorado
$23.9M +$258K +8,897 +1%
EWA
19
Exencial Wealth Advisors
Oklahoma
$23.8M +$3.01M +103,768 +14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$23.8M +$817K +28,168 +4%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$23.1M +$533K +18,351 +2%
RFP
22
Root Financial Partners
California
$22.9M +$6.27M +216,182 +37%
MFWP
23
Mosaic Family Wealth Partners
Missouri
$22.4M +$641K +22,088 +3%
EAM
24
Evanson Asset Management
California
$21.2M +$3.01M +103,786 +16%
AFA
25
Alpha Financial Advisors
North Carolina
$20.9M -$47.3K -1,629 -0.2%