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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 %
PHWM
276
Pine Harbor Wealth Management
Maryland
$737K +$47.7K +1,622 +7%
PWP
277
Parkwoods Wealth Partners
New York
$736K +$419K +14,246 +133%
GHA
278
Granite Harbor Advisors
Texas
$734K +$734K +24,956 New
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$731K +$225K +7,647 +44%
CFO
280
CVA Family Office
Colorado
$721K +$690K +23,457 +2,238%
LWM
281
Lodestone Wealth Management
Washington
$716K +$15.5K +526 +2%
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$700K +$344K +11,703 +97%
FLPIM
283
F.L. Putnam Investment Management
Massachusetts
$695K -$2M -67,850 -74%
Brown Advisory
284
Brown Advisory
Maryland
$686K +$160K +5,421 +30%
VWA
285
Valued Wealth Advisors
Utah
$684K +$63.5K +2,159 +10%
VCP
286
Vista Capital Partners
Oregon
$683K +$683K +23,206 New
HSWS
287
Higgins & Schmidt Wealth Strategies
Colorado
$679K +$679K +23,077 New
CSP
288
Cary Street Partners
Virginia
$668K +$156K +5,301 +30%
BIG
289
Builder Investment Group
Georgia
$666K +$107K +3,632 +19%
CL
290
CLG LLC
California
$663K -$182K -6,174 -22%
GBFP
291
Golden Bell Financial Planning
Georgia
$640K +$225K +7,654 +54%
AC
292
AlphaCore Capital
California
$632K +$145K +4,910 +30%
PWA
293
Physician Wealth Advisors
Utah
$627K -$53.4K -1,815 -8%
LCM
294
Lazari Capital Management
California
$624K -$20.5K -696 -3%
ST
295
Sageworth Trust
Pennsylvania
$622K +$622K +21,138 New
HKIMG
296
Hutchens & Kramer Investment Management Group
Indiana
$617K -$137K -4,536 -18%
Morgan Stanley
297
Morgan Stanley
New York
$614K +$43.6K +1,481 +8%
FF
298
Friday Financial
Iowa
$611K +$611K +20,753 New
BCM
299
Brookstone Capital Management
Illinois
$610K +$610K +20,717 New
CIA
300
Compass Ion Advisors
Pennsylvania
$606K +$59 +2 +0%
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12
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