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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 %
Wealthfront Advisers
151
Wealthfront Advisers
California
$1.79M -$86.9K -2,822 -5%
NWM
152
Northwest Wealth Management
Iowa
$1.79M +$496K +16,116 +38%
SAG
153
SageView Advisory Group
California
$1.78M +$45.6K +1,482 +3%
MWA
154
Monograph Wealth Advisors
California
$1.72M +$266K +8,652 +18%
RGC
155
Roberts, Glore & Co
Illinois
$1.71M +$30.4K +987 +2%
BTI
156
Blue Trust Inc
Georgia
$1.62M +$27.7K +964 +2%
GAM
157
Gemmer Asset Management
California
$1.59M -$68.3K -2,219 -4%
FNBT
158
FineMark National Bank & Trust
Florida
$1.58M +$162K +5,272 +11%
Citadel Advisors
159
Citadel Advisors
Florida
$1.56M +$862K +27,993 +124%
SSB
160
Sandy Spring Bank
Maryland
$1.55M +$157K +5,099 +11%
IAG
161
Investmark Advisory Group
Connecticut
$1.43M +$10.9K +354 +0.8%
LCM
162
Liberty Capital Management
Michigan
$1.41M +$1.88K +61 +0.1%
SC
163
Schubert & Co
Texas
$1.39M +$132K +4,293 +11%
PWIA
164
Porter White Investment Advisors
Alabama
$1.38M -$3.73K -121 -0.3%
MCM
165
MAI Capital Management
Ohio
$1.27M +$189K +6,132 +18%
GTAM
166
Global Trust Asset Management
Florida
$1.27M -$27.7K -898 -2%
Jones Financial Companies
167
Jones Financial Companies
Missouri
$1.23M +$751K +24,454 +155%
HA
168
HFG Advisors
Ohio
$1.22M +$16.6K +538 +1%
MECA
169
Miller Equity Capital Advisors
Texas
$1.2M +$191K +6,195 +19%
GAM
170
GEM Asset Management
Michigan
$1.18M +$764K +25,129 +184%
MWM
171
Meritas Wealth Management
California
$1.14M +$708 +23 +0.1%
SFA
172
Sequoia Financial Advisors
Ohio
$1.08M +$1.08M +35,130 New
MA
173
Mutual Advisors
Nebraska
$1.07M +$154K +5,024 +17%
QWM
174
Quadcap Wealth Management
Texas
$1.06M +$220K +7,135 +26%
MSF
175
Mustard Seed Financial
Arkansas
$1.05M +$161K +5,232 +18%
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