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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

439 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, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+30
Holders Change %
+7.33%
% of All Funds
5.89%
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
94
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$346M
2
Cerity Partners
2
Cerity Partners
New York
$89.3M
3
MG
3
Mather Group
Illinois
$190M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$78.6M
5
CCM
5
Coldstream Capital Management
Washington
$39.1M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$79.6M
3
RFP
3
Root Financial Partners
California
$23M
4
MWM
4
Modera Wealth Management
New Jersey
$72.3M
5
GWM
5
Geneos Wealth Management
Colorado
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
326
Warburton Capital Management
Oklahoma
$445K +$445K +14,549 New
HWM
327
HB Wealth Management
Georgia
$443K -$29.3K -996 -6%
TRCT
328
Tower Research Capital (TRC)
New York
$440K +$440K +14,962 New
PMIM
329
Prudent Man Investment Management
Colorado
$439K – – –
MWP
330
Meredith Wealth Planning
Illinois
$436K +$436K +14,831 New
HA
331
Hanover Advisors
South Carolina
$436K -$19K -646 -4%
AWM
332
Apollon Wealth Management
South Carolina
$430K -$162K -5,500 -27%
KAM
333
Kraft Asset Management
Tennessee
$422K +$27.5K +936 +7%
GM
334
GeoWealth Management
Illinois
$421K -$875K -29,729 -68%
CA
335
Clearstead Advisors
Ohio
$419K +$391K +13,294 +1,399%
CPWM
336
Cypress Point Wealth Management
Texas
$417K -$198K -6,725 -32%
CWM
337
Congress Wealth Management
Massachusetts
$407K +$57.9K +1,967 +17%
CW
338
CreativeOne Wealth
Kansas
$406K +$1.38K +47 +0.3%
NL
339
NWAM LLC
Washington
$397K – – –
WA
340
Wealthstream Advisors
New York
$391K +$1.83K +62 +0.5%
BCA
341
Bay Colony Advisors
Massachusetts
$388K +$68.4K +2,325 +21%
YWM
342
Yardley Wealth Management
Pennsylvania
$370K +$370K +12,569 New
PIFP
343
Partners in Financial Planning
Virginia
$366K +$366K +12,449 New
SWM
344
Spire Wealth Management
Virginia
$366K -$85.4K -2,902 -19%
LFS
345
Lutz Financial Services
Nebraska
$348K +$348K +11,818 New
BWMG
346
Bannerman Wealth Management Group
Texas
$345K +$24.3K +826 +8%
LFA
347
Lauterbach Financial Advisors
Texas
$344K -$226K -7,676 -40%
THL
348
Tillman Hartley LLC
Colorado
$343K +$177 +6 +0.1%
GTAM
349
Global Trust Asset Management
Florida
$336K -$384K -13,043 -53%
VAMG
350
Voisard Asset Management Group
Michigan
$315K +$315K +10,701 New
12 13
14
15 16