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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 %
SC
101
Schoolcraft Capital
Colorado
$4.36M -$35.1K -1,138 -0.8%
HWM
102
Hemington Wealth Management
Virginia
$4.29M +$2.01M +66,283 +88%
TCOTS
103
Trust Company of the South
North Carolina
$4.22M +$485K +15,754 +13%
AA
104
Ancora Advisors
Ohio
$3.98M +$496K +16,107 +14%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$3.94M +$624K +20,268 +19%
DWS
106
Discipline Wealth Solutions
South Carolina
$3.68M +$601K +19,506 +20%
FFA
107
Farther Finance Advisors
California
$3.67M +$1.87M +60,558 +104%
CF
108
Corrigan Financial
Rhode Island
$3.67M +$545K +17,701 +17%
Stifel Financial
109
Stifel Financial
Missouri
$3.64M -$33.7K -1,093 -0.9%
KAM
110
KEB Asset Management
Illinois
$3.54M +$41.7K +1,353 +1%
AIS
111
American Investment Services
Massachusetts
$3.5M -$211K -6,857 -6%
CCA
112
Cravens & Co Advisors
Tennessee
$3.46M -$24.7K -801 -0.7%
ACP
113
Aviance Capital Partners
Florida
$3.28M +$648K +21,035 +25%
LF
114
Lantz Financial
Illinois
$3.18M +$656K +21,301 +26%
VPWA
115
Vestia Personal Wealth Advisors
Indiana
$3.01M +$407K +13,228 +16%
FA
116
Fermata Advisors
California
$2.97M +$561K +18,201 +23%
GCA
117
Gradient Capital Advisors
California
$2.87M +$688K +22,332 +31%
LG
118
LAM Group
Oregon
$2.85M -$40.3K -1,310 -1%
IWC
119
Integrated Wealth Concepts
Massachusetts
$2.74M +$1.11K +36 +0%
Financial Engines Advisors
120
Financial Engines Advisors
California
$2.74M -$41.3K -1,342 -1%
FS
121
Financial Symmetry
North Carolina
$2.68M +$132K +4,288 +5%
CFO
122
Collective Family Office
Pennsylvania
$2.63M +$970K +31,489 +58%
SHFA
123
SC&H Financial Advisors
Maryland
$2.61M +$104K +3,392 +4%
Truist Financial
124
Truist Financial
North Carolina
$2.6M +$213K +6,913 +9%
VAG
125
Vannoy Advisory Group
Texas
$2.55M -$2.28K -74 -0.1%
3 4
5
6 7