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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 %
CWP
176
Cyndeo Wealth Partners
Florida
$1.04M +$1.04M +33,901 New
HWM
177
Heirloom Wealth Management
Colorado
$1.03M +$12.4K +402 +1%
CP
178
Capital Planning
Washington
$1.02M +$66.3K +2,152 +7%
Jane Street
179
Jane Street
New York
$1.01M -$341K -11,080 -25%
EFA
180
Edge Financial Advisors
Illinois
$992K +$992K +32,210 New
SPIA
181
Steward Partners Investment Advisory
New York
$981K +$981K +31,859 New
FCM
182
Fortis Capital Management
Washington
$960K +$3.11K +101 +0.3%
QHA
183
Quarry Hill Advisors
Minnesota
$959K +$25.5K +829 +3%
CL
184
CSS LLC
Illinois
$955K +$339K +11,000 +55%
KSWA
185
Kathleen S. Wright Associates
Pennsylvania
$954K +$78K +2,542 +9%
LCM
186
Lazari Capital Management
California
$947K -$41.3K -1,340 -4%
AA
187
Aire Advisors
California
$919K +$47K +1,526 +5%
HKIMG
188
Hutchens & Kramer Investment Management Group
Indiana
$910K -$48.4K -1,594 -5%
TWM
189
TCFG Wealth Management
California
$889K +$889K +28,863 New
GJIA
190
Glass Jacobson Investment Advisors
Maryland
$868K +$96.4K +3,130 +12%
MML Investors Services
191
MML Investors Services
Massachusetts
$856K +$74.1K +2,406 +9%
RJA
192
Raymond James & Associates
Florida
$831K +$831K +26,977 New
FWM
193
FMB Wealth Management
California
$786K +$31 +1 +0%
DI
194
Disciplined Investments
Oklahoma
$783K – – –
CPA
195
Capital Performance Advisors
California
$777K +$287K +9,302 +58%
SFC
196
Sprinkle Financial Consultants
Colorado
$735K +$34.1K +1,108 +5%
SIMC
197
Squire Investment Management Company
Utah
$712K +$386K +12,531 +118%
GM
198
GeoWealth Management
Illinois
$700K +$310K +10,063 +79%
WRPWM
199
Werba Rubin Papier Wealth Management
California
$697K -$235K -7,644 -25%
PWA
200
Physician Wealth Advisors
Utah
$692K +$10.9K +352 +2%
6 7
8
9 10