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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 %
MSFS
301
Main Street Financial Solutions
Pennsylvania
$330K -$27.9K -906 -8%
WWA
302
WCG Wealth Advisors
Nevada
$327K -$13.1K -427 -4%
AWM
303
Ariadne Wealth Management
California
$324K – – –
AIM
304
Archer Investment Management
Texas
$318K +$318K +10,339 New
EWA
305
Elevate Wealth Advisory
Georgia
$304K +$47.6K +1,548 +19%
USCWA
306
U.S. Capital Wealth Advisors
Texas
$303K -$13.8K -449 -4%
MWM
307
Mission Wealth Management
California
$302K -$117K -3,790 -28%
CW
308
CreativeOne Wealth
Kansas
$302K +$8.19K +266 +3%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$298K +$5.82K +189 +2%
BCA
310
Bay Colony Advisors
Massachusetts
$297K -$7.54K -245 -2%
BHWM
311
Beaird Harris Wealth Management
Texas
$292K – – –
KWA
312
Kondo Wealth Advisors
California
$290K +$290K +9,436 New
RIP
313
RAM Investment Partners
Washington
$288K +$32.7K +1,061 +13%
NFP
314
Narus Financial Partners
Utah
$286K -$13.1K -426 -4%
OC
315
Optima Capital
Oregon
$286K +$286K +9,303 New
KW
316
Keyvantage Wealth
Pennsylvania
$284K +$284K +9,240 New
RWM
317
Rialto Wealth Management
New York
$281K +$281K +9,142 New
KPWS
318
Kestra Private Wealth Services
Texas
$277K -$7.97K -259 -3%
AIM
319
Acropolis Investment Management
Missouri
$270K +$82.6K +2,683 +44%
MEG
320
Millstone Evans Group
Colorado
$269K +$269K +8,732 New
MFG
321
Merit Financial Group
Georgia
$263K +$263K +8,540 New
FH
322
Financial Harvest
Florida
$263K +$263K +8,537 New
APG
323
Abacus Planning Group
South Carolina
$261K +$185 +6 +0.1%
APC
324
Aspire Private Capital
North Carolina
$260K +$7.73K +251 +3%
AWA
325
Arkadios Wealth Advisors
Georgia
$256K – – –
11 12
13
14 15