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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

324 hedge funds and large institutions have $2.84B invested in Dimensional US Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 190 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+25
Holders Change %
+8.36%
% of All Funds
4.69%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
35
Increased
190
Reduced
62
Closed
8
Calls
$311K
Puts
–
Net Calls
+$311K
Net Calls Change
+$311K

Top Buyers

1
MG
1
Mather Group
Illinois
$91.5M
2
SC
2
Savant Capital
Illinois
$202M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$55.1M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$83M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$106M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$6.09M
2
EWA
2
EP Wealth Advisors
California
$72.1M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$273K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
DWM
5
Dopkins Wealth Management
New York
$519K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
Stordahl Capital Management
Colorado
$25.3M +$60.9K +2,006 +0.2%
EAM
27
Evanson Asset Management
California
$24.8M +$2.18M +70,764 +10%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$23.3M +$4.79M +155,475 +26%
EFN
29
Equita Financial Network
Pennsylvania
$23.3M +$2.76M +89,592 +13%
AFA
30
Alpha Financial Advisors
North Carolina
$22.7M +$264K +8,562 +1%
SIAG
31
Safeguard Investment Advisory Group
California
$22.2M +$1.76M +57,040 +9%
SWM
32
Seaside Wealth Management
California
$22.2M +$909K +29,501 +4%
Cerity Partners
33
Cerity Partners
New York
$20.4M +$4.26M +138,198 +26%
JC
34
Jentner Corp
Ohio
$20.4M +$1.44M +46,598 +8%
TI
35
Truepoint Inc
Ohio
$20.3M -$460K -14,940 -2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$20.1M +$1.2M +38,931 +6%
LEFP
37
Leading Edge Financial Planning
Tennessee
$20M +$2.87M +93,337 +17%
HWM
38
Hassell Wealth Management
Louisiana
$20M +$1.75M +57,640 +10%
RS
39
Retirement Solution
Washington
$19.5M -$261K -8,450 -1%
B
40
BetterWealth
California
$19.4M +$553K +17,944 +3%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$18.5M +$2.32M +75,340 +14%
ZF
42
Zhang Financial
Michigan
$18.1M +$1.57M +50,817 +9%
Osaic Holdings
43
Osaic Holdings
Arizona
$17.9M +$3.22M +104,595 +22%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$17.4M +$4.18M +135,724 +32%
IWM
45
Integris Wealth Management
California
$16.1M +$214K +6,937 +1%
Northern Trust
46
Northern Trust
Illinois
$15.2M +$3.29M +106,734 +28%
Creative Planning
47
Creative Planning
Kansas
$15M +$990K +32,152 +7%
CPIG
48
Chicago Partners Investment Group
Illinois
$15M -$495K -16,264 -3%
PWMG
49
Private Wealth Management Group
New Jersey
$14.9M -$862K -27,998 -5%
GWM
50
Geneos Wealth Management
Colorado
$14.5M -$1.04M -33,714 -7%
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