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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 %
DPI
51
Diversified Portfolios Inc
Michigan
$15.7M 533,065 +89,146 +20%
KF
52
Krilogy Financial
Missouri
$15.3M 519,380 +51,032 +11%
WAN
53
Wealth Advisors Northwest
Oregon
$15.1M 512,589 +83,247 +19%
Osaic Holdings
54
Osaic Holdings
Arizona
$14.9M 484,864 -417,613 -46%
TWP
55
Total Wealth Planning
Ohio
$14.7M 498,520 +90,069 +22%
WWM
56
Waterway Wealth Management
Texas
$14.6M 495,864 +17,346 +4%
GWM
57
Geneos Wealth Management
Colorado
$14.3M 484,377 -453,177 -48%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$14.2M 481,819 +264,571 +122%
AFA
59
Alpha Financial Advisors
North Carolina
$13.9M 473,731 -47,338 -9%
WDG
60
Wealth Dimensions Group
Ohio
$13.4M 456,519 +19,459 +4%
OIA
61
OneDigital Investment Advisors
Kansas
$13.3M 453,136 +3,490 +0.8%
AF
62
Allworth Financial
California
$13.3M 452,575 +3,845 +0.9%
WDL
63
Well Done LLC
Michigan
$12.9M 437,588 +54,123 +14%
PWS
64
Physician Wealth Solutions
Nevada
$12.8M 435,855 -3,982 -0.9%
TCOTS
65
Trust Company of the South
North Carolina
$12.6M 429,256 +89,266 +26%
APP
66
Avantax Planning Partners
Iowa
$12.6M 428,597 +157,072 +58%
PWM
67
Perigon Wealth Management
California
$12.5M 423,964 +35,780 +9%
GFA
68
Grunden Financial Advisory
Texas
$12.2M 415,075 +8,088 +2%
PWMG
69
Private Wealth Management Group
New Jersey
$11.9M 404,590 +7,328 +2%
Betterment LLC
70
Betterment LLC
New York
$11.8M 399,485 +77,263 +24%
OA
71
Oceanside Advisors
South Carolina
$11.7M 397,232 +18,481 +5%
CPA
72
Cardiff Park Advisors
California
$11.6M 393,868 +83,214 +27%
CWD
73
Clarity Wealth Development
Oregon
$11.2M 380,726 +16,964 +5%
GP
74
Greenline Partners
New York
$11.1M 378,850 +378,243 +62,314%
Mariner
75
Mariner
Kansas
$10.6M 361,565 +63,799 +21%
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