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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

324 hedge funds and large institutions have $2.84B invested in Dimensional US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 190 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+25
Holders Change %
+8.36%
% of All Funds
4.69%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
35
Increased
190
Reduced
62
Closed
8
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

1
MG
1
Mather Group
Illinois
$91.5M
2
SC
2
Savant Capital
Illinois
$202M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$55.1M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$83M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$106M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$6.09M
2
EWA
2
EP Wealth Advisors
California
$72.1M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$273K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
DWM
5
Dopkins Wealth Management
New York
$519K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WMS Partners
Maryland
$519K +$31 +1 +0%
LFA
227
Lauterbach Financial Advisors
Texas
$512K +$116K +3,753 +29%
BIG
228
Builder Investment Group
Georgia
$497K +$54.8K +1,779 +12%
Morgan Stanley
229
Morgan Stanley
New York
$487K +$43.5K +1,412 +10%
KAM
230
Kraft Asset Management
Tennessee
$486K -$11.2K -364 -2%
EP
231
Essential Planning
New Hampshire
$477K -$308 -10 -0.1%
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$470K +$18.6K +603 +4%
WCWM
233
Willow Creek Wealth Management
California
$462K -$40.9K -1,329 -8%
CHAM
234
Clear Harbor Asset Management
Connecticut
$456K +$97.2K +3,155 +27%
HA
235
Hanover Advisors
South Carolina
$451K -$32.6K -1,059 -7%
RWM
236
Ruedi Wealth Management
Illinois
$439K +$6.31K +205 +1%
MWM
237
Mission Wealth Management
California
$419K -$50.3K -1,632 -11%
TWA
238
TCI Wealth Advisors
Arizona
$412K -$36.7K -1,193 -8%
WA
239
Wealthstream Advisors
New York
$404K +$404K +13,130 New
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$402K +$87.7K +2,848 +28%
2L
241
25 LLC
Missouri
$397K -$24.9K -809 -6%
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
$397K -$42.1K -1,367 -10%
Citigroup
243
Citigroup
New York
$381K +$381K +12,368 New
ASN
244
Advisory Services Network
Georgia
$371K – – –
MSFS
245
Main Street Financial Solutions
Pennsylvania
$358K +$54.7K +1,776 +18%
DFC
246
DBK Financial Counsel
Ohio
$340K +$340K +11,039 New
WWA
247
WCG Wealth Advisors
Nevada
$340K +$246 +8 +0.1%
AWM
248
Ariadne Wealth Management
California
$339K – – –
FFS
249
Founders Financial Securities
Maryland
$323K +$75K +2,436 +30%
SWM
250
Spire Wealth Management
Virginia
$319K -$7.45K -242 -2%
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10
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