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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 %
Jones Financial Companies
176
Jones Financial Companies
Missouri
$1.84M +$599K +19,449 +48%
WHCI
177
W.H. Cornerstone Investments
Massachusetts
$1.83M -$126K -4,101 -6%
MFT
178
Moisand Fitzgerald Tamayo
Florida
$1.79M -$41.8K -1,359 -2%
SAG
179
SageView Advisory Group
California
$1.77M -$16.1K -524 -0.9%
EK
180
Evensky & Katz
Florida
$1.76M -$542K -17,630 -24%
GSF
181
Grove Street Fiduciary
New Hampshire
$1.72M +$1.72M +56,022 New
MWA
182
Monograph Wealth Advisors
California
$1.72M +$677 +22 +0%
AWM
183
Aegis Wealth Management
Maryland
$1.72M +$1.72M +55,854 New
SSB
184
Sandy Spring Bank
Maryland
$1.71M +$164K +5,325 +11%
GAM
185
Gemmer Asset Management
California
$1.59M +$2.03K +66 +0.1%
FNBT
186
FineMark National Bank & Trust
Florida
$1.58M -$2.34K -76 -0.1%
MECA
187
Miller Equity Capital Advisors
Texas
$1.53M +$332K +10,785 +28%
FFM
188
Forum Financial Management
Illinois
$1.52M +$1.52M +49,290 New
IAG
189
Investmark Advisory Group
Connecticut
$1.51M +$86.4K +2,808 +6%
AWA
190
Acorn Wealth Advisors
Michigan
$1.5M +$1.29M +41,904 +627%
C1AG
191
Client 1st Advisory Group
Florida
$1.46M +$1.46M +47,466 New
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$1.45M -$495K -16,076 -25%
SC
193
Schubert & Co
Texas
$1.41M +$21.4K +695 +2%
LCM
194
Liberty Capital Management
Michigan
$1.41M – – –
PWIA
195
Porter White Investment Advisors
Alabama
$1.33M -$53.7K -1,744 -4%
HWA
196
HMV Wealth Advisors
Louisiana
$1.32M +$1.32M +43,020 New
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$1.32M +$1.32M +42,758 New
MCM
198
MAI Capital Management
Ohio
$1.3M +$35.4K +1,150 +3%
PWM
199
Parkworth Wealth Management
California
$1.27M +$1.27M +41,102 New
MA
200
Mutual Advisors
Nebraska
$1.26M +$159K +5,046 +14%
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