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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 %
TWA
276
TCI Wealth Advisors
Arizona
$516K +$104K +3,388 +25%
CHAM
277
Clear Harbor Asset Management
Connecticut
$512K +$57.3K +1,860 +13%
Brown Advisory
278
Brown Advisory
Maryland
$510K -$39.2K -1,272 -7%
SC
279
Shearwater Capital
Colorado
$508K -$20.3K -660 -4%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$506K +$36.5K +1,187 +8%
WP
281
WMS Partners
Maryland
$498K -$20.7K -674 -4%
TH
282
Team Hewins
California
$497K -$48.7K -1,583 -9%
MGW
283
MB Generational Wealth
Washington
$491K -$35.6K -1,157 -7%
HA
284
Hanover Advisors
South Carolina
$477K +$26.5K +861 +6%
VP
285
Verisail Partners
Georgia
$470K +$470K +15,270 New
AWP
286
Astra Wealth Partners
New Jersey
$465K +$465K +15,095 New
THL
287
Tillman Hartley LLC
Colorado
$454K +$190K +6,172 +72%
WCWM
288
Willow Creek Wealth Management
California
$450K -$11.6K -376 -3%
CSP
289
Cary Street Partners
Virginia
$442K +$442K +14,360 New
RWM
290
Ruedi Wealth Management
Illinois
$441K +$2.22K +72 +0.5%
PMIM
291
Prudent Man Investment Management
Colorado
$439K +$439K +14,277 New
GBFP
292
Golden Bell Financial Planning
Georgia
$434K +$434K +14,087 New
WA
293
Wealthstream Advisors
New York
$406K +$1.75K +57 +0.4%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$402K – – –
2L
295
25 LLC
Missouri
$396K -$1.32K -43 -0.3%
FFS
296
Founders Financial Securities
Maryland
$392K +$69.3K +2,250 +21%
OIM
297
Oder Investment Management
California
$389K +$389K +12,645 New
Cetera Investment Advisers
298
Cetera Investment Advisers
Illinois
$381K +$381K +12,364 New
SWM
299
Spire Wealth Management
Virginia
$366K +$47.3K +1,536 +15%
DFC
300
DBK Financial Counsel
Ohio
$340K – – –
10 11
12
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