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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 %
EAM
26
Evanson Asset Management
California
$27.3M +$2.46M +80,084 +10%
MFWP
27
Mosaic Family Wealth Partners
Missouri
$26.6M +$1.22M +39,765 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$26.3M +$476K +15,480 +2%
SCM
29
Stordahl Capital Management
Colorado
$25.8M +$190K +6,168 +0.7%
Cerity Partners
30
Cerity Partners
New York
$24.3M +$3.9M +126,596 +19%
EFN
31
Equita Financial Network
Pennsylvania
$24.2M +$910K +29,571 +4%
SWM
32
Seaside Wealth Management
California
$23.6M +$1.39M +45,272 +6%
JC
33
Jentner Corp
Ohio
$22.9M +$2.54M +82,571 +12%
SIAG
34
Safeguard Investment Advisory Group
California
$22.8M +$618K +20,070 +3%
AFA
35
Alpha Financial Advisors
North Carolina
$22.7M +$63.7K +2,069 +0.3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$22.4M +$5.03M +163,534 +29%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$22.1M +$3.67M +119,197 +20%
UWM
38
United Wealth Management
Virginia
$21.8M +$21.8M +707,797 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$21.4M +$1.21M +39,325 +6%
LEFP
40
Leading Edge Financial Planning
Tennessee
$20.9M +$924K +30,022 +5%
ZF
41
Zhang Financial
Michigan
$20.4M +$2.3M +74,679 +13%
HWM
42
Hassell Wealth Management
Louisiana
$20.3M -$576K -18,108 -3%
TI
43
Truepoint Inc
Ohio
$19.5M -$751K -24,405 -4%
RS
44
Retirement Solution
Washington
$19.3M -$185K -6,015 -1%
Northern Trust
45
Northern Trust
Illinois
$19M +$3.85M +124,933 +25%
Osaic Holdings
46
Osaic Holdings
Arizona
$18.9M +$982K +31,904 +5%
IWM
47
Integris Wealth Management
California
$16.6M +$512K +16,644 +3%
VBA
48
von Borstel & Associates
Oregon
$15.9M +$5.02M +163,237 +46%
Creative Planning
49
Creative Planning
Kansas
$15.8M +$763K +24,784 +5%
CPIG
50
Chicago Partners Investment Group
Illinois
$15.5M +$455K +14,820 +3%
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