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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 %
NB
376
NBT Bank
New York
$15.9K – – –
GWSG
377
GPS Wealth Strategies Group
Colorado
$13.4K – – –
DF
378
DecisionPoint Financial
Arizona
$12.6K – – –
TCM
379
TruNorth Capital Management
Michigan
$11.5K – – –
ACA
380
Aptus Capital Advisors
Alabama
$11.3K -$77.9K -2,531 -87%
GWANC
381
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.3K – – –
EF
382
Empowered Funds
Pennsylvania
$10.8K +$10.8K +352 New
HI
383
Harbour Investments
Wisconsin
$9.45K +$9.45K +307 New
EFP
384
EnRich Financial Partners
Wisconsin
$8.37K – – –
OA
385
Operose Advisors
Wisconsin
$7.79K +$7.79K +253 New
SAM
386
Smartleaf Asset Management
Massachusetts
$6.07K – – –
JWA
387
JFS Wealth Advisors
Pennsylvania
$4.77K – – –
CWP
388
Concord Wealth Partners
Virginia
$4.62K – – –
VCM
389
Versant Capital Management
Arizona
$4.25K – – –
AWM
390
Avondale Wealth Management
Texas
$3.89K – – –
TAM
391
Tucker Asset Management
Colorado
$3.08K – – –
GI
392
GAMMA Investing
California
$2.99K – – –
GFPC
393
Global Financial Private Client
Florida
$2.92K +$616 +20 +27%
Fidelity Investments
394
Fidelity Investments
Massachusetts
$123 +$62 +2 +100%
QCG
395
Quadrant Capital Group
Ohio
$94 – – –
BWL
396
Bogart Wealth LLC
Virginia
$92 – – –
Jane Street
397
Jane Street
New York
– -$1.01M -32,930 Closed
Susquehanna International Group
398
Susquehanna International Group
Pennsylvania
– -$690K -22,418 Closed
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
– -$397K -12,877 Closed
D.E. Shaw & Co
400
D.E. Shaw & Co
New York
– -$273K -8,860 Closed
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16
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