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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

437 hedge funds and large institutions have $3.65B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 253 increasing their positions, 94 reducing their positions, and 26 closing their positions.

Holders
437
Holders Change
+28
Holders Change %
+6.85%
% of All Funds
5.87%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.73%
New
63
Increased
253
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 %
TWA
101
TCI Wealth Advisors
Arizona
$7.55M 256,488 +239,732 +1,431%
PWM
102
PBMares Wealth Management
Virginia
$7.51M 255,306 +51,951 +26%
ACM
103
Aspen Capital Management
Idaho
$7.46M 253,368 -18,544 -7%
ME
104
McIlrath & Eck
Washington
$7.06M 239,932 +29,079 +14%
EWA
105
EQ Wealth Advisors
Texas
$6.91M 234,900 +19,776 +9%
SWM
106
Sentinel Wealth Management
Virginia
$6.88M 233,852 +233,852 New
BPA
107
Beacon Pointe Advisors
California
$6.14M 208,772 -4,221 -2%
CFO
108
Collective Family Office
Pennsylvania
$6.03M 205,044 +70,971 +53%
VPWA
109
Vestia Personal Wealth Advisors
Indiana
$5.67M 192,657 +42,834 +29%
Stifel Financial
110
Stifel Financial
Missouri
$5.48M 186,325 -8,216 -4%
PFM
111
Phillips Financial Management
Indiana
$5.37M 182,311 +8,965 +5%
HFA
112
Hippocratic Financial Advisors
California
$5.13M 174,276 +375 +0.2%
GCA
113
Gradient Capital Advisors
California
$5.07M 172,432 +33,299 +24%
AA
114
Ancora Advisors
Ohio
$5.03M 170,828 +11,675 +7%
KW
115
Keyvantage Wealth
Pennsylvania
$5.02M 170,603 +12,235 +8%
FFM
116
Forum Financial Management
Illinois
$4.92M 167,291 +85,807 +105%
VPF
117
Vantage Point Financial
Illinois
$4.85M 164,830 +11,615 +8%
PS
118
Pinney & Scofield
Massachusetts
$4.71M 160,075 +20,434 +15%
PFA
119
Pillar Financial Advisors
Kentucky
$4.67M 158,847 +18,148 +13%
PFA
120
Pettinga Financial Advisors
Indiana
$4.56M 155,059 +35,012 +29%
MAM
121
Marquette Asset Management
Minnesota
$4.56M 154,911 +154,911 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$4.54M 154,339 -193,516 -56%
FFA
123
Farther Finance Advisors
California
$4.52M 153,604 -16,457 -10%
EFA
124
Efficient Frontier Advisors
Connecticut
$4.48M 152,343 +3,444 +2%
BH
125
Burk Holdings
Oklahoma
$4.43M 150,524 +38,794 +35%
3 4
5
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