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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 %
AF
76
Advisornet Financial
Minnesota
$8.24M +$452K +14,664 +6%
AHL
77
Abel Hall LLC
Louisiana
$8.12M +$16.1K +522 +0.2%
CWM
78
Cahill Wealth Management
Michigan
$7.97M +$400K +12,999 +5%
BCA
79
Ballentine Capital Advisors
South Carolina
$7.88M +$45.6K +1,482 +0.6%
VW
80
Vance Wealth
California
$7.67M -$36.7K -1,192 -0.5%
BAM
81
BOS Asset Management
Illinois
$7.61M +$745K +24,201 +11%
AF
82
Allworth Financial
California
$7.37M -$761K -24,707 -9%
HIGP
83
Hill Investment Group Partners
Missouri
$7.31M +$48K +1,684 +0.7%
SIS
84
Strategic Investment Solutions
Illinois
$7.1M +$278K +9,016 +4%
YCG
85
Yeomans Consulting Group
Georgia
$6.4M +$17.9K +580 +0.3%
ACP
86
Aveo Capital Partners
Colorado
$6.13M +$189K +6,123 +3%
FLPIM
87
F.L. Putnam Investment Management
Massachusetts
$6.09M -$6.3M -204,525 -51%
ASI
88
Advisory Services & Investments
Oregon
$6.06M -$479K -15,546 -7%
SFP
89
Sterling Financial Planning
New Jersey
$6.01M +$719K +23,359 +14%
KAS
90
Kestra Advisory Services
Texas
$5.97M +$422K +13,695 +8%
BPA
91
Beacon Pointe Advisors
California
$5.79M +$90K +2,921 +2%
PWM
92
PBMares Wealth Management
Virginia
$5.72M +$1.36M +44,088 +31%
ME
93
McIlrath & Eck
Washington
$5.54M +$581K +18,879 +12%
AFS
94
Annapolis Financial Services
Maryland
$5.41M +$896K +29,083 +20%
PFM
95
Phillips Financial Management
Indiana
$5.39M +$33.3K +1,081 +0.6%
SFM
96
Signet Financial Management
New Jersey
$5.36M -$101K -3,265 -2%
TIM
97
Tortoise Investment Management
New York
$5M +$1.59M +51,474 +46%
TIAM2
98
Tru Independence Asset Management 2
Oregon
$4.86M +$4.86M +157,650 New
Kovitz Investment Group Partners
99
Kovitz Investment Group Partners
Illinois
$4.65M +$4.65M +151,805 New
EFA
100
Efficient Frontier Advisors
Connecticut
$4.59M – – –
2 3
4
5 6