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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

440 hedge funds and large institutions have $3.65B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+30
Holders Change %
+7.32%
% of All Funds
5.9%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
63
Increased
254
Reduced
95
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$70.4M
2
Cerity Partners
Cerity Partners
New York
+$61.9M
3
MG
Mather Group
Illinois
+$42.7M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$42.4M
5
CCM
Coldstream Capital Management
Washington
+$39.1M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$202M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$17M
3
RFP
Root Financial Partners
California
-$15.2M
4
MWM
Modera Wealth Management
New Jersey
-$14.1M
5
GWM
Geneos Wealth Management
Colorado
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
251
Diversified Trust
Tennessee
$978K – – –
GFM
252
GEN Financial Management
Minnesota
$962K +$74.2K +2,520 +8%
FFM
253
Flagstone Financial Management
Nebraska
$950K +$950K +32,265 New
MFG
254
Merit Financial Group
Georgia
$919K +$615K +20,903 +202%
FA
255
Fiduciary Alliance
South Carolina
$918K +$918K +31,188 New
SFC
256
Sprinkle Financial Consultants
Colorado
$898K +$63K +2,141 +8%
GAM
257
GEM Asset Management
Michigan
$894K +$110K +3,625 +14%
AWM
258
Ariadne Wealth Management
California
$875K -$66.5K -2,109 -7%
TWM
259
TCFG Wealth Management
California
$856K -$11K -373 -1%
CHAM
260
Clear Harbor Asset Management
Connecticut
$851K +$132K +4,481 +18%
SFA
261
Sequoia Financial Advisors
Ohio
$849K – – –
PCA
262
Prosperity Capital Advisors
Ohio
$849K +$143K +4,842 +20%
RW
263
REDW Wealth
New Mexico
$845K +$17.1K +582 +2%
FG
264
Foster Group
Iowa
$839K +$839K +28,515 New
RWM
265
Riverchase Wealth Management
Texas
$828K +$254K +8,616 +44%
CMBA
266
C.M. Bidwell & Associates
Hawaii
$808K +$69.5K +2,360 +9%
FWM
267
FMB Wealth Management
California
$807K -$164K -5,577 -17%
WANY
268
Wealthspire Advisors (New York)
New York
$805K +$244K +8,293 +44%
MFA
269
McClarren Financial Advisors
Pennsylvania
$796K +$345K +11,718 +76%
CWP
270
Cyndeo Wealth Partners
Florida
$792K +$1.47K +50 +0.2%
DI
271
Disciplined Investments
Oklahoma
$787K +$39.7K +1,350 +5%
KSWA
272
Kathleen S. Wright Associates
Pennsylvania
$787K -$93.1K -3,164 -11%
ASN
273
Advisory Services Network
Georgia
$759K +$194K +6,497 +34%
DAS
274
Dynamic Advisor Solutions
Arizona
$747K +$246K +8,354 +49%
AC
275
Apella Capital
Connecticut
$743K +$247K +8,125 +50%
9 10
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