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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 %
GRP
301
Global Retirement Partners
California
$26.4K -$493 -16 -2%
CCA
302
Criterion Capital Advisors
Tennessee
$26.2K – – –
PA
303
Parallel Advisors
California
$20.9K – – –
NB
304
NBT Bank
New York
$15.9K +$15.9K +516 New
GWSG
305
GPS Wealth Strategies Group
Colorado
$13.4K – – –
DF
306
DecisionPoint Financial
Arizona
$12.6K – – –
TCM
307
TruNorth Capital Management
Michigan
$11.5K +$11.5K +372 New
GWANC
308
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.3K – – –
IA
309
IFP Advisors
Florida
$8.62K +$8.62K +280 New
EFP
310
EnRich Financial Partners
Wisconsin
$8.38K – – –
SAM
311
Smartleaf Asset Management
Massachusetts
$6.08K – – –
JWA
312
JFS Wealth Advisors
Pennsylvania
$4.77K – – –
CWP
313
Concord Wealth Partners
Virginia
$4.61K +$31 +1 +0.7%
VCM
314
Versant Capital Management
Arizona
$4.25K – – –
HFS
315
Hantz Financial Services
Michigan
$4K +$4K +127 New
AWM
316
Avondale Wealth Management
Texas
$3.89K +$988 +32 +34%
MFA
317
McClarren Financial Advisors
Pennsylvania
$3.27K +$3.14K +14,774 +2,446%
TAM
318
Tucker Asset Management
Colorado
$3.08K – – –
GI
319
GAMMA Investing
California
$2.99K – – –
GFPC
320
Global Financial Private Client
Florida
$2.31K +$616 +20 +36%
HR
321
Howe & Rusling
New York
$1.85K – – –
QCG
322
Quadrant Capital Group
Ohio
$93 – – –
BWL
323
Bogart Wealth LLC
Virginia
$92 +$92 +3 New
Fidelity Investments
324
Fidelity Investments
Massachusetts
$62 +$31 +1 +100%
Renaissance Technologies
325
Renaissance Technologies
New York
– -$1.95M -67,900 Closed
10 11 12
13
14