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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 %
WWM
51
Waterway Wealth Management
Texas
$14.7M +$563K +18,307 +4%
GWM
52
Geneos Wealth Management
Colorado
$14.5M -$9.63K -313 -0.1%
PWS
53
Physician Wealth Solutions
Nevada
$13.9M -$95.2K -3,092 -0.7%
RK
54
Rather & Kittrell
Tennessee
$13.8M +$776K +25,223 +6%
KF
55
Krilogy Financial
Missouri
$13.3M +$864K +28,085 +7%
GFA
56
Grunden Financial Advisory
Texas
$12.8M +$538K +17,486 +4%
HighTower Advisors
57
HighTower Advisors
Illinois
$12.8M -$233K -7,563 -2%
PWMG
58
Private Wealth Management Group
New Jersey
$12.7M -$2.27M -73,642 -15%
OIA
59
OneDigital Investment Advisors
Kansas
$11.9M -$87.4K -2,838 -0.7%
WDG
60
Wealth Dimensions Group
Ohio
$11.8M +$1M +32,584 +9%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$11.8M +$1.12M +36,503 +11%
WDL
62
Well Done LLC
Michigan
$11.8M – – –
TWP
63
Total Wealth Planning
Ohio
$11.7M +$812K +26,377 +7%
PWM
64
Perigon Wealth Management
California
$11.7M +$1.73M +54,845 +17%
DPI
65
Diversified Portfolios Inc
Michigan
$11.7M +$765K +24,867 +7%
OA
66
Oceanside Advisors
South Carolina
$11.1M +$97K +3,159 +0.9%
WAN
67
Wealth Advisors Northwest
Oregon
$11M +$11M +356,030 New
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$10.6M +$1.24M +40,181 +13%
CWD
69
Clarity Wealth Development
Oregon
$10.5M +$10.5M +332,281 New
AF
70
Allworth Financial
California
$10.5M +$2.84M +89,437 +37%
CPA
71
Cardiff Park Advisors
California
$9.86M +$146K +4,747 +2%
PWMAG
72
Pinnacle Wealth Management Advisory Group
New Jersey
$9.43M -$23.6K -767 -0.2%
PA
73
Pinnacle Associates
New York
$9.43M +$151K +4,913 +2%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$9.26M +$534K +17,359 +6%
TFA
75
Tobias Financial Advisors
Florida
$9.11M +$540K +17,547 +6%
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3
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