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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 %
QFA
126
Quantum Financial Advisors
California
$2.48M +$387K +12,552 +18%
TWD
127
True Wealth Design
Ohio
$2.43M -$325K -10,560 -12%
SFG
128
SNS Financial Group
Minnesota
$2.42M +$50.5K +1,639 +2%
MWM
129
Melfa Wealth Management
Massachusetts
$2.4M +$70.1K +2,275 +3%
Betterment LLC
130
Betterment LLC
New York
$2.34M +$531K +17,248 +29%
DT
131
Diversified Trust
Tennessee
$2.33M +$2.33M +75,775 New
LWM
132
LJI Wealth Management
Indiana
$2.3M -$111K -3,600 -5%
EK
133
Evensky & Katz
Florida
$2.3M +$4.65K +151 +0.2%
VFG
134
V2 Financial group
Illinois
$2.25M -$15.9K -516 -0.7%
LFGO
135
Legacy Financial Group (Oklahoma)
Oklahoma
$2.23M +$171K +5,639 +8%
PFA
136
Pettinga Financial Advisors
Indiana
$2.23M +$59K +1,916 +3%
LFA
137
Level Financial Advisors
New York
$2.18M +$499K +16,217 +30%
QC
138
Quent Capital
New York
$2.16M +$284K +9,233 +15%
TWCA
139
Two West Capital Advisors
Kansas
$2.1M +$188K +6,106 +10%
Goldman Sachs
140
Goldman Sachs
New York
$2.1M +$2.1M +68,237 New
RCAG
141
Rehmann Capital Advisory Group
Michigan
$2.08M +$273K +8,565 +15%
AA
142
Advisory Alpha
Michigan
$2.02M +$81.2K +2,635 +4%
FWP
143
Firethorn Wealth Partners
Georgia
$1.99M -$66.7K -2,166 -3%
AFG
144
Altiora Financial Group
Ohio
$1.96M +$130K +4,209 +7%
WHCI
145
W.H. Cornerstone Investments
Massachusetts
$1.95M -$494K -16,026 -20%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1.95M +$1.66M +53,749 +556%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$187K +6,083 +11%
RW
148
REDW Wealth
New Mexico
$1.88M -$383K -12,440 -17%
MFT
149
Moisand Fitzgerald Tamayo
Florida
$1.84M -$14.2K -462 -0.8%
MWM
150
Mattern Wealth Management
Kansas
$1.82M +$102K +3,317 +6%
4 5
6
7 8