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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

395 hedge funds and large institutions have $3.25B invested in Dimensional US Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 185 increasing their positions, 78 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+71
Holders Change %
+21.91%
% of All Funds
5.26%
Holding in Top 10
56
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+40%
% of All Funds
0.75%
New
89
Increased
185
Reduced
78
Closed
11
Calls
$18K
Puts
$252K
Net Calls
-$234K
Net Calls Change
-$545K

Top Buyers

1
SC
1
Savant Capital
Illinois
$248M
2
MG
2
Mather Group
Illinois
$129M
3
EP
3
Essential Planning
New Hampshire
$31.9M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$122M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$95.6M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$235M
2
B
2
BetterWealth
California
$7.19M
3
EWA
3
EP Wealth Advisors
California
$66.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$255K
5
PWMG
5
Private Wealth Management Group
New Jersey
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
151
LJI Wealth Management
Indiana
$2.44M +$140K +4,537 +6%
SFG
152
SNS Financial Group
Minnesota
$2.44M +$16.9K +548 +0.7%
LFGO
153
Legacy Financial Group (Oklahoma)
Oklahoma
$2.37M +$111K +3,593 +5%
TWCA
154
Two West Capital Advisors
Kansas
$2.37M +$264K +8,576 +13%
VFG
155
V2 Financial group
Illinois
$2.29M +$42.1K +1,368 +2%
CA
156
Clune & Associates
Illinois
$2.28M +$2.28M +74,072 New
DT
157
Diversified Trust
Tennessee
$2.23M -$100K -3,254 -4%
Wealthfront Advisers
158
Wealthfront Advisers
California
$2.23M +$438K +14,227 +24%
MWG
159
Martin Worley Group
Utah
$2.22M +$2.22M +71,966 New
KWA
160
Kingswood Wealth Advisors
California
$2.16M +$1.54M +50,133 +251%
Goldman Sachs
161
Goldman Sachs
New York
$2.14M +$40.4K +1,314 +2%
MWM
162
Mattern Wealth Management
Kansas
$2.13M +$316K +10,280 +17%
Truist Financial
163
Truist Financial
North Carolina
$2.12M -$473K -15,359 -18%
AA
164
Advisory Alpha
Michigan
$2.12M +$97.5K +3,167 +5%
OWA
165
Oak Wealth Advisors
Illinois
$2.09M +$2.09M +67,984 New
RCAG
166
Rehmann Capital Advisory Group
Michigan
$2.09M +$87K +2,827 +4%
TWD
167
True Wealth Design
Ohio
$2.04M -$395K -12,835 -16%
GPWM
168
Grant Private Wealth Management
California
$2.02M +$2.02M +65,513 New
AFG
169
Altiora Financial Group
Ohio
$1.96M +$9.39K +305 +0.5%
Two Sigma Investments
170
Two Sigma Investments
New York
$1.96M +$1.96M +63,600 New
FWP
171
Firethorn Wealth Partners
Georgia
$1.93M -$58.8K -1,910 -3%
NWM
172
Northwest Wealth Management
Iowa
$1.89M +$105K +3,397 +6%
RGC
173
Roberts, Glore & Co
Illinois
$1.87M +$157K +5,111 +9%
XPN
174
XY Planning Network
Montana
$1.84M +$1.84M +59,726 New
DWM
175
Daner Wealth Management
Georgia
$1.84M +$1.84M +57,249 New
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7
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