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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

440 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, 254 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+30
Holders Change %
+7.32%
% of All Funds
5.9%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
63
Increased
254
Reduced
95
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Savant Capital
Illinois
+$70.4M
2
Cerity Partners
Cerity Partners
New York
+$61.9M
3
MG
Mather Group
Illinois
+$42.7M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$42.4M
5
CCM
Coldstream Capital Management
Washington
+$39.1M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$202M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$17M
3
RFP
Root Financial Partners
California
-$15.2M
4
MWM
Modera Wealth Management
New Jersey
-$14.1M
5
GWM
Geneos Wealth Management
Colorado
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
101
TCI Wealth Advisors
Arizona
$7.55M +$7.06M +239,732 +1,431%
PWM
102
PBMares Wealth Management
Virginia
$7.51M +$1.53M +51,951 +26%
ACM
103
Aspen Capital Management
Idaho
$7.46M -$546K -18,544 -7%
ME
104
McIlrath & Eck
Washington
$7.06M +$856K +29,079 +14%
EWA
105
EQ Wealth Advisors
Texas
$6.91M +$582K +19,776 +9%
SWM
106
Sentinel Wealth Management
Virginia
$6.88M +$6.88M +233,852 New
BPA
107
Beacon Pointe Advisors
California
$6.14M -$124K -4,221 -2%
CFO
108
Collective Family Office
Pennsylvania
$6.03M +$2.09M +70,971 +53%
VPWA
109
Vestia Personal Wealth Advisors
Indiana
$5.67M +$1.26M +42,834 +29%
Stifel Financial
110
Stifel Financial
Missouri
$5.48M -$242K -8,216 -4%
PFM
111
Phillips Financial Management
Indiana
$5.37M +$264K +8,965 +5%
HFA
112
Hippocratic Financial Advisors
California
$5.13M +$11K +375 +0.2%
GCA
113
Gradient Capital Advisors
California
$5.07M +$980K +33,299 +24%
AA
114
Ancora Advisors
Ohio
$5.03M +$344K +11,675 +7%
KW
115
Keyvantage Wealth
Pennsylvania
$5.02M +$360K +12,235 +8%
FFM
116
Forum Financial Management
Illinois
$4.92M +$2.53M +85,807 +105%
VPF
117
Vantage Point Financial
Illinois
$4.85M +$342K +11,615 +8%
PS
118
Pinney & Scofield
Massachusetts
$4.71M +$601K +20,434 +15%
PFA
119
Pillar Financial Advisors
Kentucky
$4.67M +$534K +18,148 +13%
PFA
120
Pettinga Financial Advisors
Indiana
$4.56M +$1.03M +35,012 +29%
MAM
121
Marquette Asset Management
Minnesota
$4.56M +$4.56M +154,911 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$4.54M -$5.69M -193,516 -56%
FFA
123
Farther Finance Advisors
California
$4.52M -$484K -16,457 -10%
EFA
124
Efficient Frontier Advisors
Connecticut
$4.48M +$101K +3,444 +2%
BH
125
Burk Holdings
Oklahoma
$4.43M +$1.14M +38,794 +35%
3 4
5
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