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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

395 hedge funds and large institutions have $3.25B invested in Dimensional US Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 185 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+71
Holders Change %
+21.91%
% of All Funds
5.26%
Holding in Top 10
56
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+40%
% of All Funds
0.75%
New
89
Increased
185
Reduced
78
Closed
11
Calls
$18K
Puts
$252K
Net Calls
-$234K
Net Calls Change
-$545K

Top Buyers

1
SC
Savant Capital
Illinois
$248M
2
MG
Mather Group
Illinois
$129M
3
EP
Essential Planning
New Hampshire
$31.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
$122M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
$95.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$235M
2
B
BetterWealth
California
$7.19M
3
EWA
EP Wealth Advisors
California
$66.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$255K
5
PWMG
Private Wealth Management Group
New Jersey
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
226
Fortis Capital Management
Washington
$964K +$4.16K +135 +0.4%
CL
227
CSS LLC
Illinois
$954K – – –
GJIA
228
Glass Jacobson Investment Advisors
Maryland
$931K +$62.7K +2,038 +7%
RW
229
REDW Wealth
New Mexico
$926K -$950K -30,852 -51%
AA
230
Aire Advisors
California
$920K +$1.66K +54 +0.2%
TWM
231
TCFG Wealth Management
California
$904K +$16K +519 +2%
QHA
232
Quarry Hill Advisors
Minnesota
$901K -$57.4K -1,865 -6%
SFA
233
Sequoia Financial Advisors
Ohio
$898K -$183K -5,959 -17%
CL
234
CLG LLC
California
$885K +$885K +28,743 New
SFC
235
Sprinkle Financial Consultants
Colorado
$846K +$112K +3,624 +15%
FWM
236
FMB Wealth Management
California
$842K +$55.9K +1,816 +7%
HKIMG
237
Hutchens & Kramer Investment Management Group
Indiana
$816K -$106K -3,437 -11%
PWA
238
Physician Wealth Advisors
Utah
$789K +$100K +3,252 +15%
DI
239
Disciplined Investments
Oklahoma
$782K – – –
CPA
240
Capital Performance Advisors
California
$779K +$2.89K +94 +0.4%
BCI
241
Brinker Capital Investments
Pennsylvania
$750K +$87.9K +2,856 +13%
OPS
242
Orion Portfolio Solutions
Nebraska
$750K +$87.9K +2,856 +13%
SIMC
243
Squire Investment Management Company
Utah
$712K +$492 +16 +0.1%
GOCP
244
Great Oak Capital Partners
Massachusetts
$710K +$164K +5,378 +30%
CMBA
245
C.M. Bidwell & Associates
Hawaii
$709K +$39.7K +1,291 +6%
WRPWM
246
Werba Rubin Papier Wealth Management
California
$693K -$4.22K -137 -0.6%
RWP
247
Revolve Wealth Partners
New Jersey
$688K – – –
RWM
248
Rockwood Wealth Management
Pennsylvania
$682K – – –
PHWM
249
Pine Harbor Wealth Management
Maryland
$675K – – –
LCM
250
Lazari Capital Management
California
$674K -$273K -8,854 -29%
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