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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 %
JTWM
26
Jackson Thornton Wealth Management
Alabama
$27.9M +$399K +12,999 +1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$27.6M +$3.44M +111,600 +14%
EAM
28
Evanson Asset Management
California
$26.8M +$491K +16,679 +2%
SCM
29
Stordahl Capital Management
Colorado
$26.4M +$717K +24,369 +3%
UWM
30
United Wealth Management
Virginia
$24.8M +$1.12M +38,035 +5%
HighTower Advisors
31
HighTower Advisors
Illinois
$24.6M +$11.7M +397,019 +90%
SWM
32
Seaside Wealth Management
California
$24.5M +$1.33M +45,240 +6%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$24.5M +$2.36M +80,146 +11%
VBA
34
von Borstel & Associates
Oregon
$24.5M +$2.95M +99,669 +14%
JC
35
Jentner Corp
Ohio
$24.5M +$2.45M +83,346 +11%
EFN
36
Equita Financial Network
Pennsylvania
$24.3M -$1.26M -42,829 -5%
NA
37
NewEdge Advisors
Louisiana
$24.3M -$1.65M -55,918 -6%
LEFP
38
Leading Edge Financial Planning
Tennessee
$24M +$2.01M +68,158 +9%
RFP
39
Root Financial Partners
California
$23M -$15.2M -515,381 -40%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$22.9M -$3.53M -119,834 -13%
HWM
41
Hassell Wealth Management
Louisiana
$22.7M +$1.39M +44,638 +7%
Northern Trust
42
Northern Trust
Illinois
$22.6M -$6.24M -211,889 -22%
SIAG
43
Safeguard Investment Advisory Group
California
$21.9M -$164K -5,581 -0.7%
RS
44
Retirement Solution
Washington
$18.6M +$361K +12,261 +2%
ZF
45
Zhang Financial
Michigan
$18.5M -$2.03M -68,965 -10%
IA
46
Integrity Alliance
Iowa
$18.1M +$727K +24,693 +4%
RK
47
Rather & Kittrell
Tennessee
$17.2M +$1.88M +64,031 +12%
IWM
48
Integris Wealth Management
California
$16.5M -$18.9K -643 -0.1%
CPIG
49
Chicago Partners Investment Group
Illinois
$16M +$337K +10,804 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$15.9M +$1.47M +49,962 +10%
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