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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

436 hedge funds and large institutions have $3.64B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 252 increasing their positions, 94 reducing their positions, and 26 closing their positions.

Holders
436
Holders Change
+27
Holders Change %
+6.6%
% of All Funds
5.85%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.71%
New
63
Increased
252
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 Market Value Shares Shares
Change 		Shares
Change %
JTWM
26
Jackson Thornton Wealth Management
Alabama
$27.9M 907,651 +12,999 +1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$27.6M 895,938 +111,600 +14%
EAM
28
Evanson Asset Management
California
$26.8M 910,662 +16,679 +2%
SCM
29
Stordahl Capital Management
Colorado
$26.4M 896,666 +24,369 +3%
UWM
30
United Wealth Management
Virginia
$24.8M 843,368 +38,035 +5%
HighTower Advisors
31
HighTower Advisors
Illinois
$24.6M 837,201 +397,019 +90%
SWM
32
Seaside Wealth Management
California
$24.5M 832,987 +45,240 +6%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$24.5M 832,836 +80,146 +11%
VBA
34
von Borstel & Associates
Oregon
$24.5M 826,046 +99,669 +14%
JC
35
Jentner Corp
Ohio
$24.5M 831,144 +83,346 +11%
EFN
36
Equita Financial Network
Pennsylvania
$24.3M 827,164 -42,829 -5%
NA
37
NewEdge Advisors
Louisiana
$24.3M 824,798 -55,918 -6%
LEFP
38
Leading Edge Financial Planning
Tennessee
$24M 814,869 +68,158 +9%
RFP
39
Root Financial Partners
California
$23M 782,502 -515,381 -40%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$22.9M 778,332 -119,834 -13%
HWM
41
Hassell Wealth Management
Louisiana
$22.7M 729,857 +44,638 +7%
Northern Trust
42
Northern Trust
Illinois
$22.6M 767,779 -211,889 -22%
SIAG
43
Safeguard Investment Advisory Group
California
$21.9M 744,787 -5,581 -0.7%
RS
44
Retirement Solution
Washington
$18.6M 630,891 +12,261 +2%
ZF
45
Zhang Financial
Michigan
$18.5M 628,904 -68,965 -10%
IA
46
Integrity Alliance
Iowa
$18.1M 616,269 +24,693 +4%
RK
47
Rather & Kittrell
Tennessee
$17.2M 583,097 +64,031 +12%
IWM
48
Integris Wealth Management
California
$16.5M 560,416 -643 -0.1%
CPIG
49
Chicago Partners Investment Group
Illinois
$16M 513,144 +10,804 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$15.9M 539,542 +49,962 +10%
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