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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.

New
Increased
Maintained
Reduced
Closed
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
Savant Capital
Illinois
$346M
2
Cerity Partners
Cerity Partners
New York
$89.3M
3
MG
Mather Group
Illinois
$190M
4
VAS
Vestmark Advisory Solutions
Massachusetts
$78.6M
5
CCM
Coldstream Capital Management
Washington
$39.1M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$79.6M
3
RFP
Root Financial Partners
California
$23M
4
MWM
Modera Wealth Management
New Jersey
$72.3M
5
GWM
Geneos Wealth Management
Colorado
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
176
Roberts, Glore & Co
Illinois
$2.29M +$438K +14,898 +24%
AIM
177
Advyzon Investment Management
Illinois
$2.28M +$101K +3,440 +5%
AUB
178
Atlantic Union Bankshares
Virginia
$2.19M +$2.19M +74,559 New
LFGO
179
Legacy Financial Group (Oklahoma)
Oklahoma
$2.16M -$146K -4,974 -6%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$2.13M -$48.9K -1,663 -2%
EK
181
Evensky & Katz
Florida
$2.12M -$911K -30,963 -30%
VFG
182
V2 Financial group
Illinois
$2.11M +$14.8K +503 +0.7%
NWM
183
Northwest Wealth Management
Iowa
$2.1M +$246K +8,348 +13%
VW
184
Vance Wealth
California
$2.07M -$117K -3,969 -5%
BMWS
185
Brady Martz Wealth Solutions
North Dakota
$2.01M +$2.01M +68,356 New
KWA
186
Kingswood Wealth Advisors
California
$2.01M -$118K -4,021 -6%
RWM
187
Ruedi Wealth Management
Illinois
$2M +$1.58M +53,545 +372%
QHA
188
Quarry Hill Advisors
Minnesota
$1.94M +$1.09M +37,018 +127%
MWM
189
Mission Wealth Management
California
$1.94M +$1.66M +56,361 +583%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$1.94M +$1.74M +59,152 +871%
MCM
191
MAI Capital Management
Ohio
$1.94M +$67.5K +2,295 +4%
EB
192
Emprise Bank
Kansas
$1.9M +$1.9M +64,648 New
MFT
193
Moisand Fitzgerald Tamayo
Florida
$1.88M +$178K +6,038 +10%
TWD
194
True Wealth Design
Ohio
$1.88M -$93.8K -3,186 -5%
FWP
195
Firethorn Wealth Partners
Georgia
$1.87M -$30.8K -1,045 -2%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$1.85M +$359K +12,197 +24%
SAG
197
SageView Advisory Group
California
$1.79M +$35.2K +1,144 +2%
GCM
198
Gibraltar Capital Management
Oklahoma
$1.77M +$132K +4,470 +8%
AWA
199
Acorn Wealth Advisors
Michigan
$1.77M +$475K +16,155 +37%
AA
200
Aire Advisors
California
$1.74M +$733K +24,911 +72%
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