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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 %
AFG
201
Altiora Financial Group
Ohio
$1.69M -$32.1K -1,092 -2%
AWM
202
Aegis Wealth Management
Maryland
$1.67M – – –
DWM
203
Dopkins Wealth Management
New York
$1.66M -$1.05M -35,570 -39%
DWM
204
Daner Wealth Management
Georgia
$1.63M +$1.63M +53,104 New
UBS Group
205
UBS Group
Switzerland
$1.58M -$883 -30 -0.1%
Renaissance Technologies
206
Renaissance Technologies
New York
$1.54M -$306K -10,400 -17%
FNBT
207
FineMark National Bank & Trust
Florida
$1.52M – – –
MWM
208
Meritas Wealth Management
California
$1.49M +$326K +11,084 +28%
DWA
209
Delap Wealth Advisory
Oregon
$1.44M +$1.44M +48,836 New
QWM
210
Quadcap Wealth Management
Texas
$1.43M +$382K +12,977 +36%
MWA
211
Monograph Wealth Advisors
California
$1.42M -$115K -3,900 -7%
MA
212
Mutual Advisors
Nebraska
$1.41M +$74.3K +2,411 +6%
MML Investors Services
213
MML Investors Services
Massachusetts
$1.38M +$255K +8,677 +23%
GAM
214
Gemmer Asset Management
California
$1.37M -$148K -5,035 -10%
LA
215
Lindenwold Advisors
Pennsylvania
$1.37M +$615K +20,885 +82%
AAM
216
Austin Asset Management
Texas
$1.36M +$1.04M +35,423 +328%
SIM
217
Stratos Investment Management
Ohio
$1.35M +$1.35M +46,041 New
BAM
218
Bayshore Asset Management
Florida
$1.35M +$1.12M +38,022 +486%
CAM
219
CPA Asset Management
Florida
$1.35M +$220K +7,462 +19%
PWM
220
Parkworth Wealth Management
California
$1.35M +$132K +4,480 +11%
MSF
221
Mustard Seed Financial
Arkansas
$1.32M +$140K +4,744 +12%
HA
222
HFG Advisors
Ohio
$1.29M +$127K +4,311 +11%
WPA
223
Wealth Preservation Advisors
Tennessee
$1.29M -$113K -3,830 -8%
GSF
224
Grove Street Fiduciary
New Hampshire
$1.29M – – –
CL
225
CSS LLC
Illinois
$1.26M +$352K +11,960 +39%
7 8
9
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