DFSV icon

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 %
WWM
51
Waterway Wealth Management
Texas
$14.1M +$298K +9,691 +2%
PWS
52
Physician Wealth Solutions
Nevada
$14M +$3.33M +108,233 +31%
HighTower Advisors
53
HighTower Advisors
Illinois
$13M +$932K +30,260 +8%
RK
54
Rather & Kittrell
Tennessee
$13M +$1.06M +34,284 +9%
KF
55
Krilogy Financial
Missouri
$12.4M +$434K +14,081 +4%
GFA
56
Grunden Financial Advisory
Texas
$12.3M +$117K +3,802 +1%
OIA
57
OneDigital Investment Advisors
Kansas
$12M +$5.75M +186,654 +92%
WDL
58
Well Done LLC
Michigan
$11.8M +$95.2K +3,090 +0.8%
OA
59
Oceanside Advisors
South Carolina
$11.1M +$225K +7,302 +2%
TWP
60
Total Wealth Planning
Ohio
$10.9M +$775K +25,178 +8%
DPI
61
Diversified Portfolios Inc
Michigan
$10.9M +$1.09M +35,486 +11%
VBA
62
von Borstel & Associates
Oregon
$10.9M +$10.9M +352,954 New
WDG
63
Wealth Dimensions Group
Ohio
$10.8M +$1.88M +61,023 +21%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10.7M +$4.12M +133,741 +63%
PWM
65
Perigon Wealth Management
California
$9.73M +$1.32M +42,976 +16%
CPA
66
Cardiff Park Advisors
California
$9.72M +$9.72M +315,686 New
FIM
67
Freedom Investment Management
Connecticut
$9.7M -$34.3K -1,113 -0.4%
PWMAG
68
Pinnacle Wealth Management Advisory Group
New Jersey
$9.45M -$48.1K -1,561 -0.5%
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$9.41M +$1.46M +47,358 +18%
PA
70
Pinnacle Associates
New York
$8.77M -$211K -7,241 -2%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$8.73M +$421K +13,674 +5%
RFP
72
RCS Financial Planning
Maryland
$8.63M +$53.6K +1,740 +0.6%
FAG
73
Financial Architects (Georgia)
Georgia
$8.63M +$79K +2,565 +0.9%
TFA
74
Tobias Financial Advisors
Florida
$8.57M +$890K +28,881 +12%
Mariner
75
Mariner
Kansas
$8.24M +$333K +10,811 +4%
1 2
3
4 5