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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
1
Savant Capital
Illinois
$248M
2
MG
2
Mather Group
Illinois
$129M
3
EP
3
Essential Planning
New Hampshire
$31.9M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$122M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$95.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$235M
2
B
2
BetterWealth
California
$7.19M
3
EWA
3
EP Wealth Advisors
California
$66.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$255K
5
PWMG
5
Private Wealth Management Group
New Jersey
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$255K -$3.69M -119,855 -94%
BWMG
327
Bannerman Wealth Management Group
Texas
$253K +$253K +8,206 New
AFGAS
328
Allegiance Financial Group Advisory Services
Virginia
$243K +$2.31K +75 +1%
SF
329
Safeguard Financial
Wisconsin
$239K +$239K +7,767 New
HFA
330
Highland Financial Advisors
New Jersey
$239K +$239K +7,771 New
MWA
331
Mills Wealth Advisors
Texas
$236K +$236K +7,671 New
GVAG
332
Great Valley Advisor Group
Delaware
$234K +$234K +7,623 New
SA
333
Sanctuary Advisors
Indiana
$227K +$9.31K +290 +4%
AC
334
Apella Capital
Connecticut
$226K +$123 +4 +0.1%
SAI
335
Savvy Advisors Inc
New York
$223K +$223K +7,255 New
DAS
336
Dynamic Advisor Solutions
Arizona
$222K +$222K +7,212 New
SPI
337
Sutton Place Investors
New York
$218K – – –
LWM
338
Lionshead Wealth Management
New York
$216K +$216K +7,010 New
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$212K – – –
LKBC
340
L.K. Benson & Company
Maryland
$210K +$210K +6,830 New
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$209K – – –
RIM
342
Rockbridge Investment Management
New York
$208K – – –
FFM
343
Flagstone Financial Management
Nebraska
$207K +$4.09K +133 +2%
ATPW
344
Ashton Thomas Private Wealth
Arizona
$206K +$206K +6,707 New
PTC
345
Private Trust Company
Ohio
$201K +$102K +3,314 +103%
UB
346
UMB Bank
Missouri
$178K +$178K +5,771 New
IWA
347
Icon Wealth Advisors
Texas
$171K +$171K +5,559 New
MFG
348
Mendota Financial Group
Wisconsin
$159K -$46.1K -1,498 -22%
HC
349
Hurley Capital
New York
$156K +$156K +5,063 New
MBFW
350
Morton Brown Family Wealth
Pennsylvania
$140K +$140K +4,551 New
12 13
14
15 16