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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 %
GP
101
Greenline Partners
New York
$5.58M +$5.58M +181,365 New
EWA
102
EQ Wealth Advisors
Texas
$5.49M +$5.49M +178,369 New
PFM
103
Phillips Financial Management
Indiana
$5.22M -$171K -5,540 -3%
FWMP
104
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$5.22M +$5.22M +169,451 New
TIM
105
Tortoise Investment Management
New York
$5.2M +$203K +6,592 +4%
SFM
106
Signet Financial Management
New Jersey
$5.08M -$272K -8,834 -5%
Financial Engines Advisors
107
Financial Engines Advisors
California
$5M +$2.26M +73,583 +83%
TCOTS
108
Trust Company of the South
North Carolina
$4.86M +$643K +20,881 +15%
HFA
109
Hippocratic Financial Advisors
California
$4.73M +$4.73M +153,827 New
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$4.63M -$44.7K -1,451 -1%
EFA
111
Efficient Frontier Advisors
Connecticut
$4.58M – – –
HWM
112
Hemington Wealth Management
Virginia
$4.57M +$217K +7,054 +5%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$4.42M +$481K +15,616 +12%
SC
114
Schoolcraft Capital
Colorado
$4.41M +$54.1K +1,756 +1%
AA
115
Ancora Advisors
Ohio
$4.39M +$415K +13,492 +10%
DWS
116
Discipline Wealth Solutions
South Carolina
$4.2M +$531K +17,242 +14%
CF
117
Corrigan Financial
Rhode Island
$3.98M +$321K +10,424 +9%
VPF
118
Vantage Point Financial
Illinois
$3.97M +$3.97M +128,972 New
FA
119
Fermata Advisors
California
$3.93M +$965K +31,347 +33%
PFA
120
Pettinga Financial Advisors
Indiana
$3.86M +$1.63M +53,106 +73%
PFA
121
Pillar Financial Advisors
Kentucky
$3.77M +$3.77M +122,510 New
KAM
122
KEB Asset Management
Illinois
$3.75M +$211K +6,852 +6%
Betterment LLC
123
Betterment LLC
New York
$3.64M +$1.3M +42,390 +56%
Stifel Financial
124
Stifel Financial
Missouri
$3.59M -$48.6K -1,580 -1%
VPWA
125
Vestia Personal Wealth Advisors
Indiana
$3.53M +$523K +16,979 +17%
3 4
5
6 7