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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 %
AFGAS
376
Allegiance Financial Group Advisory Services
Virginia
$234K +$618 +21 +0.3%
HW
377
Hancock Whitney
Mississippi
$232K +$232K +7,886 New
HFA
378
Highland Financial Advisors
New Jersey
$229K – – –
BFG
379
Berger Financial Group
Minnesota
$229K +$59 +2 +0%
TSWM
380
Triangle Securities Wealth Management
North Carolina
$228K +$228K +7,760 New
CCA
381
Clarity Capital Advisors
Florida
$227K +$1.03K +35 +0.5%
LCM
382
Liberty Capital Management
Michigan
$222K -$1.12M -38,126 -83%
RWM
383
Rialto Wealth Management
New York
$221K -$6.8K -231 -3%
SPA
384
Shore Point Advisors
New Jersey
$214K +$214K +7,281 New
KRW
385
Kaufman Rossin Wealth
Florida
$211K +$211K +7,175 New
CAM
386
Cresset Asset Management
Illinois
$206K -$27.3K -926 -12%
SPI
387
Sutton Place Investors
New York
$204K +$204K +6,945 New
PNC Financial Services Group
388
PNC Financial Services Group
Pennsylvania
$202K – – –
MWA
389
Mills Wealth Advisors
Texas
$200K +$200K +6,808 New
PTC
390
Private Trust Company
Ohio
$192K – – –
HC
391
Hurley Capital
New York
$183K +$22.9K +777 +14%
EWA
392
EverSource Wealth Advisors
Alabama
$180K +$180K +6,125 New
HWM
393
Hemington Wealth Management
Virginia
$172K -$1.45M -49,407 -89%
UB
394
UMB Bank
Missouri
$170K – – –
MFG
395
Mendota Financial Group
Wisconsin
$148K – – –
Wells Fargo
396
Wells Fargo
California
$146K +$65.2K +2,216 +80%
WP
397
WealthShield Partners
North Carolina
$116K +$530 +18 +0.5%
LAM
398
LOM Asset Management
$103K +$103K +3,500 New
AWM
399
AE Wealth Management
Kansas
$101K +$81.1K +2,756 +404%
SRCM
400
Signature Resources Capital Management
California
$91.1K +$2.8K +95 +3%
14 15
16
17 18