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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 %
MFA
251
McClarren Financial Advisors
Pennsylvania
$661K +$188K +6,097 +40%
QC
252
Quadrature Capital
United Kingdom
$648K +$648K +21,036 New
CPWM
253
Cypress Point Wealth Management
Texas
$643K +$28.5K +925 +5%
RCM
254
Riggs Capital Management
Utah
$636K +$636K +20,672 New
APP
255
Avantax Planning Partners
Iowa
$630K +$630K +20,473 New
KAM
256
Kraft Asset Management
Tennessee
$623K +$125K +3,950 +25%
CWM
257
CarsonAllaria Wealth Management
Illinois
$620K +$15.4K +499 +3%
AWM
258
Apollon Wealth Management
South Carolina
$619K – – –
CAM
259
CPA Asset Management
Florida
$615K +$42.2K +1,371 +7%
GGS
260
Galvin Gaustad & Stein
Arizona
$603K +$63.4K +2,061 +12%
RWM
261
Riverchase Wealth Management
Texas
$601K +$601K +19,526 New
GLLW
262
Graves Light Lenhart Wealth
Virginia
$598K +$1.69K +55 +0.3%
AFP
263
Ausdal Financial Partners
Iowa
$591K -$2.03K -66 -0.3%
SW
264
Simplicity Wealth
New Jersey
$586K -$73.2K -2,379 -11%
WANY
265
Wealthspire Advisors (New York)
New York
$586K +$586K +19,047 New
BIP
266
Blueprint Investment Partners
North Carolina
$581K +$581K +18,874 New
RWA
267
Redmont Wealth Advisors
Illinois
$579K -$8.77K -285 -1%
LFA
268
Lauterbach Financial Advisors
Texas
$562K +$50.2K +1,631 +10%
GFM
269
GEN Financial Management
Minnesota
$547K +$547K +17,768 New
UBS Group
270
UBS Group
Switzerland
$533K +$533K +17,320 New
ASN
271
Advisory Services Network
Georgia
$526K +$129K +4,180 +32%
CIA
272
Compass Ion Advisors
Pennsylvania
$525K – – –
JIC
273
Joel Isaacson & Co
New York
$521K +$2.22K +72 +0.4%
BIG
274
Builder Investment Group
Georgia
$520K +$23.1K +749 +5%
Morgan Stanley
275
Morgan Stanley
New York
$518K +$31.2K +1,013 +6%
9 10
11
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