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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

439 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, 94 reducing their positions, and 26 closing their positions.

Holders
439
Holders Change
+30
Holders Change %
+7.33%
% of All Funds
5.89%
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
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 Holding Trade Value Shares
Change 		Shares
Change %
XPN
126
XY Planning Network
Montana
$4.21M +$2.21M +75,044 +110%
DWS
127
Discipline Wealth Solutions
South Carolina
$4.2M +$471K +16,011 +13%
FA
128
Fermata Advisors
California
$4.03M +$32.9K +1,118 +0.8%
AIS
129
American Investment Services
Massachusetts
$4.01M +$74.2K +2,521 +2%
HIGP
130
Hill Investment Group Partners
Missouri
$3.95M +$1.06M +36,052 +37%
SC
131
Schoolcraft Capital
Colorado
$3.92M -$700K -23,778 -15%
ACP
132
Aviance Capital Partners
Florida
$3.9M +$621K +21,088 +19%
CCA
133
Cravens & Co Advisors
Tennessee
$3.89M +$454K +15,424 +13%
SCA
134
Strathmore Capital Advisors
North Carolina
$3.81M +$3.81M +123,604 New
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$3.78M +$444K +15,090 +13%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$3.77M +$37.5K +1,275 +1%
SFM
137
Signet Financial Management
New Jersey
$3.75M -$343K -11,655 -8%
LF
138
Lantz Financial
Illinois
$3.75M -$3.19M -108,342 -46%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$3.56M +$1.07M +36,386 +43%
AFG
140
ABLE Financial Group
Arizona
$3.53M +$2.46M +83,531 +229%
SWG
141
Summit Wealth Group
Vermont
$3.46M +$2.93M +99,523 +555%
SWGC
142
Summit Wealth Group (Colorado)
Colorado
$3.44M +$3.44M +117,055 New
DI
143
Disciplined Investors
Texas
$3.44M -$559 -19 -0%
QFA
144
Quantum Financial Advisors
California
$3.35M +$737K +25,058 +28%
B
145
BetterWealth
California
$3.32M -$260K -8,839 -7%
AA
146
Advisory Alpha
Michigan
$3.29M +$258K +8,751 +8%
IA
147
IFG Advisory
Georgia
$3.18M +$3.18M +108,093 New
Truist Financial
148
Truist Financial
North Carolina
$3.15M +$209K +7,095 +7%
TH
149
Team Hewins
California
$3.14M +$852K +28,940 +37%
MWM
150
Melfa Wealth Management
Massachusetts
$3.13M +$139K +4,739 +5%
4 5
6
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