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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 %
USCWA
251
U.S. Capital Wealth Advisors
Texas
$317K +$6.96K +226 +2%
FPIS
252
Financial Planning & Information Services
Wisconsin
$305K -$27.8K -904 -8%
BCA
253
Bay Colony Advisors
Massachusetts
$305K +$88.6K +2,876 +41%
NFP
254
Narus Financial Partners
Utah
$300K +$31.4K +1,019 +12%
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$294K +$275K +8,887 +1,489%
CW
256
CreativeOne Wealth
Kansas
$294K +$294K +9,530 New
BHWM
257
Beaird Harris Wealth Management
Texas
$293K – – –
KPWS
258
Kestra Private Wealth Services
Texas
$285K +$285K +9,268 New
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
$273K -$2.26M -73,536 -89%
LAM
260
LifePro Asset Management
California
$267K -$1.17K -38 -0.4%
PAS
261
Park Avenue Securities
New York
$267K +$267K +8,658 New
THL
262
Tillman Hartley LLC
Colorado
$264K -$47.9K -1,554 -15%
APG
263
Abacus Planning Group
South Carolina
$261K – – –
EWA
264
Elevate Wealth Advisory
Georgia
$257K +$12K +389 +5%
AWA
265
Arkadios Wealth Advisors
Georgia
$256K – – –
RIP
266
RAM Investment Partners
Washington
$255K +$3.08K +100 +1%
APC
267
Aspire Private Capital
North Carolina
$252K +$12.5K +405 +5%
AFGAS
268
Allegiance Financial Group Advisory Services
Virginia
$241K +$770 +25 +0.3%
HWMT
269
Heritage Wealth Management (Texas)
Texas
$233K +$123 +4 +0.1%
AWM
270
Aspire Wealth Management
Massachusetts
$232K +$4.99K +162 +2%
SA
271
Sanctuary Advisors
Indiana
$226K +$226K +6,793 New
AC
272
Apella Capital
Connecticut
$223K – – –
SPI
273
Sutton Place Investors
New York
$219K -$3.7K -120 -2%
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$212K +$38.6K +1,254 +22%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$209K – – –
9 10
11
12 13