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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 %
SHFA
151
SC&H Financial Advisors
Maryland
$3.13M +$354K +12,036 +13%
LG
152
LAM Group
Oregon
$3.09M +$61.2K +2,080 +2%
W
153
WealthCollab
Washington
$3.09M +$3.09M +104,840 New
QC
154
Quent Capital
New York
$3.03M -$806K -27,376 -21%
MWM
155
McMill Wealth Management
Nebraska
$2.93M +$1.35M +45,871 +86%
WHCI
156
W.H. Cornerstone Investments
Massachusetts
$2.88M +$108K +3,661 +4%
MWG
157
Martin Worley Group
Utah
$2.85M +$389K +13,233 +16%
TIAM2
158
Tru Independence Asset Management 2
Oregon
$2.84M -$329K -11,194 -10%
C1AG
159
Client 1st Advisory Group
Florida
$2.78M +$324K +11,026 +13%
PAS
160
Park Avenue Securities
New York
$2.76M +$2.76M +93,775 New
OWA
161
Oak Wealth Advisors
Illinois
$2.73M +$725K +24,623 +36%
LFA
162
Level Financial Advisors
New York
$2.73M +$15.9K +540 +0.6%
Citadel Advisors
163
Citadel Advisors
Florida
$2.73M +$848K +28,823 +45%
FS
164
Financial Symmetry
North Carolina
$2.69M +$116K +3,931 +4%
APW
165
Austin Private Wealth
Texas
$2.68M +$691K +23,483 +35%
IWC
166
Integrated Wealth Concepts
Massachusetts
$2.66M +$8.12K +276 +0.3%
BTI
167
Blue Trust Inc
Georgia
$2.65M +$233K +7,917 +10%
SFG
168
SNS Financial Group
Minnesota
$2.65M -$178K -6,053 -6%
CA
169
Clune & Associates
Illinois
$2.65M +$458K +15,579 +21%
TWCA
170
Two West Capital Advisors
Kansas
$2.6M +$46.8K +1,519 +2%
SIS
171
Strategic Investment Solutions
Illinois
$2.58M -$3.96M -134,463 -61%
SIMC
172
Squire Investment Management Company
Utah
$2.51M +$2M +67,982 +396%
VAG
173
Vannoy Advisory Group
Texas
$2.48M +$46.5K +1,579 +2%
LWM
174
LJI Wealth Management
Indiana
$2.33M +$177K +6,003 +8%
SC
175
Schubert & Co
Texas
$2.32M +$796K +27,054 +52%
5 6
7
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