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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.

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 %
FIM
76
Freedom Investment Management
Connecticut
$9.05M -$652K -21,168 -7%
RFP
77
RCS Financial Planning
Maryland
$9.03M +$405K +13,173 +5%
Mariner
78
Mariner
Kansas
$8.6M +$370K +12,036 +5%
AF
79
Advisornet Financial
Minnesota
$8.57M +$343K +11,137 +4%
KAS
80
Kestra Advisory Services
Texas
$8.54M +$2.58M +83,754 +43%
CWM
81
Cahill Wealth Management
Michigan
$8.29M +$329K +10,689 +4%
FAG
82
Financial Architects (Georgia)
Georgia
$8.26M -$365K -11,870 -4%
SIS
83
Strategic Investment Solutions
Illinois
$8.12M +$1.24M +41,595 +18%
AHL
84
Abel Hall LLC
Louisiana
$8.1M -$12.2K -395 -0.1%
AFA
85
Avant Financial Advisors
Texas
$7.96M +$7.96M +258,759 New
BCA
86
Ballentine Capital Advisors
South Carolina
$7.85M -$20.2K -656 -0.3%
BAM
87
BOS Asset Management
Illinois
$7.69M +$89K +2,892 +1%
YCG
88
Yeomans Consulting Group
Georgia
$7.6M +$1.21M +39,267 +19%
VW
89
Vance Wealth
California
$7.56M -$96.7K -3,143 -1%
HIGP
90
Hill Investment Group Partners
Missouri
$7.45M -$454K -14,750 -6%
B
91
BetterWealth
California
$7.19M -$12.2M -395,037 -63%
TFO
92
Timonier Family Office
North Carolina
$6.97M +$6.97M +226,585 New
LF
93
Lantz Financial
Illinois
$6.55M +$3.37M +109,439 +106%
SFP
94
Sterling Financial Planning
New Jersey
$6.3M +$294K +9,551 +5%
NWM
95
Navigoe Wealth Management
California
$6.13M +$6.13M +199,129 New
BPA
96
Beacon Pointe Advisors
California
$5.97M +$183K +5,937 +3%
PWM
97
PBMares Wealth Management
Virginia
$5.94M +$231K +7,494 +4%
ME
98
McIlrath & Eck
Washington
$5.93M +$395K +12,847 +7%
FLPIM
99
F.L. Putnam Investment Management
Massachusetts
$5.84M -$245K -7,954 -4%
ACP
100
Aveo Capital Partners
Colorado
$5.75M -$375K -12,180 -6%
2 3
4
5 6