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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 %
VAMG
351
Voisard Asset Management Group
Michigan
$315K +$315K +10,701 New
FC
352
Family CFO
California
$313K +$313K +10,643 New
FFO
353
Fortitude Family Office
Arizona
$312K +$312K +10,612 New
MSFS
354
Main Street Financial Solutions
Pennsylvania
$306K -$25K -850 -8%
AWA
355
Arkadios Wealth Advisors
Georgia
$305K -$2.35K -80 -0.8%
KWA
356
Kondo Wealth Advisors
California
$300K +$14.8K +490 +5%
CAM
357
Clark Asset Management
New Hampshire
$292K +$292K +9,932 New
USCWA
358
U.S. Capital Wealth Advisors
Texas
$292K -$1.44K -49 -0.5%
EWA
359
Elevate Wealth Advisory
Georgia
$291K +$441 +15 +0.2%
FCM
360
Fortis Capital Management
Washington
$288K +$1.35K +46 +0.5%
BHWM
361
Beaird Harris Wealth Management
Texas
$280K – – –
OC
362
Optima Capital
Oregon
$275K +$647 +22 +0.2%
AIM
363
Acropolis Investment Management
Missouri
$268K – – –
IWC
364
Infinity Wealth Counsel
Ohio
$268K +$49.3K +1,675 +23%
SAI
365
Savvy Advisors Inc
New York
$267K -$8.54K -290 -3%
ACP
366
Argyle Capital Partners
California
$264K +$1.53K +52 +0.6%
NFP
367
Narus Financial Partners
Utah
$258K -$73.9K -2,511 -22%
TFP
368
Tilia Fiduciary Partners
North Carolina
$253K +$253K +8,610 New
DC
369
Davenport & Co
Virginia
$251K +$251K +8,544 New
FH
370
Financial Harvest
Florida
$251K +$251K +8,537 New
Tudor Investment Corp
371
Tudor Investment Corp
Connecticut
$250K +$250K +8,511 New
APG
372
Abacus Planning Group
South Carolina
$250K +$29 +1 +0%
APC
373
Aspire Private Capital
North Carolina
$249K +$29 +1 +0%
IA
374
IFP Advisors
Florida
$249K +$231K +7,832 +1,239%
LKBC
375
L.K. Benson & Company
Maryland
$241K +$17.9K +609 +8%
13 14
15
16 17