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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 %
TFP
376
Triune Financial Partners
Kansas
$237K +$237K +8,045 New
AFGAS
377
Allegiance Financial Group Advisory Services
Virginia
$234K +$618 +21 +0.3%
HW
378
Hancock Whitney
Mississippi
$232K +$232K +7,886 New
HFA
379
Highland Financial Advisors
New Jersey
$229K – – –
BFG
380
Berger Financial Group
Minnesota
$229K +$59 +2 +0%
TSWM
381
Triangle Securities Wealth Management
North Carolina
$228K +$228K +7,760 New
CCA
382
Clarity Capital Advisors
Florida
$227K +$1.03K +35 +0.5%
LCM
383
Liberty Capital Management
Michigan
$222K -$1.12M -38,126 -83%
RWM
384
Rialto Wealth Management
New York
$221K -$6.8K -231 -3%
SPA
385
Shore Point Advisors
New Jersey
$214K +$214K +7,281 New
KRW
386
Kaufman Rossin Wealth
Florida
$211K +$211K +7,175 New
CAM
387
Cresset Asset Management
Illinois
$206K -$27.3K -926 -12%
SPI
388
Sutton Place Investors
New York
$204K +$204K +6,945 New
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$202K – – –
MWA
390
Mills Wealth Advisors
Texas
$200K +$200K +6,808 New
PTC
391
Private Trust Company
Ohio
$192K – – –
HC
392
Hurley Capital
New York
$183K +$22.9K +777 +14%
EWA
393
EverSource Wealth Advisors
Alabama
$180K +$180K +6,125 New
HWM
394
Hemington Wealth Management
Virginia
$172K -$1.45M -49,407 -89%
UB
395
UMB Bank
Missouri
$170K – – –
MFG
396
Mendota Financial Group
Wisconsin
$148K – – –
Wells Fargo
397
Wells Fargo
California
$146K +$65.2K +2,216 +80%
WP
398
WealthShield Partners
North Carolina
$116K +$530 +18 +0.5%
LAM
399
LOM Asset Management
$103K +$103K +3,500 New
AWM
400
AE Wealth Management
Kansas
$101K +$81.1K +2,756 +404%
14 15
16
17 18