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

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$235M
2
B
BetterWealth
California
$7.19M
3
EWA
EP Wealth Advisors
California
$66.2M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$255K
5
PWMG
Private Wealth Management Group
New Jersey
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Meritas Wealth Management
California
$1.21M +$66.5K +2,159 +6%
HA
202
HFG Advisors
Ohio
$1.19M -$23.7K -769 -2%
GTAM
203
Global Trust Asset Management
Florida
$1.19M -$76.6K -2,487 -6%
MSF
204
Mustard Seed Financial
Arkansas
$1.17M +$124K +4,021 +12%
QWM
205
Quadcap Wealth Management
Texas
$1.15M +$88.6K +2,878 +8%
CCC
206
Compass Capital Corp
Massachusetts
$1.12M +$1.12M +36,472 New
GM
207
GeoWealth Management
Illinois
$1.12M +$421K +13,680 +60%
CW
208
Curio Wealth
Maryland
$1.09M +$1.09M +35,435 New
Citadel Advisors
209
Citadel Advisors
Florida
$1.07M -$488K -15,843 -31%
MWM
210
McMill Wealth Management
Nebraska
$1.06M +$1.06M +34,333 New
CWP
211
Cyndeo Wealth Partners
Florida
$1.05M +$8.28K +269 +0.8%
Renaissance Technologies
212
Renaissance Technologies
New York
$1.04M +$1.04M +33,900 New
Citigroup
213
Citigroup
New York
$1.04M +$661K +21,463 +174%
PAM
214
Pacific Asset Management
Washington
$1.03M +$1.03M +33,407 New
GAM
215
GEM Asset Management
Michigan
$1.03M -$168K -5,443 -14%
CP
216
Capital Planning
Washington
$1.02M -$4.09K -133 -0.4%
SC
217
Scratch Capital
Idaho
$1.01M +$1.01M +32,947 New
KSWA
218
Kathleen S. Wright Associates
Pennsylvania
$999K +$37.1K +1,200 +4%
HWM
219
Heirloom Wealth Management
Colorado
$996K -$34K -1,103 -3%
APW
220
Austin Private Wealth
Texas
$991K +$991K +32,191 New
KCM
221
Kendall Capital Management
Maryland
$985K +$985K +32,000 New
MML Investors Services
222
MML Investors Services
Massachusetts
$984K +$128K +4,171 +15%
SPIA
223
Steward Partners Investment Advisory
New York
$980K -$646 -21 -0.1%
EFA
224
Edge Financial Advisors
Illinois
$979K -$12.3K -398 -1%
PAS
225
Park Avenue Securities
New York
$965K +$699K +22,696 +262%
7 8
9
10 11