DFSV icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$253M 8,205,327 – –
SC
2
Savant Capital
Illinois
$202M 6,569,643 +1,925,340 +41%
JFG
3
JMG Financial Group
Illinois
$160M 5,202,502 +295,075 +6%
Corient Private Wealth
4
Corient Private Wealth
Florida
$106M 3,430,117 +686,358 +25%
MG
5
Mather Group
Illinois
$91.5M 2,969,970 +2,969,970 New
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$83M 2,694,212 +1,654,905 +159%
MWM
7
Modera Wealth Management
New Jersey
$79M 2,565,849 +216,965 +9%
EWA
8
EP Wealth Advisors
California
$72.1M 2,340,458 -171,765 -7%
RWM
9
Ritholtz Wealth Management
New York
$62.5M 2,030,518 +71,175 +4%
IFA
10
Index Fund Advisors
California
$55.7M 1,809,486 +192,534 +12%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$55.1M 1,788,000 +1,788,000 New
AWM
12
Arista Wealth Management
Nevada
$51M 1,654,391 +84,167 +5%
AAS
13
Avantax Advisory Services
Texas
$46.6M 1,513,720 +502,065 +50%
Bank of America
14
Bank of America
North Carolina
$41.6M 1,351,222 +205,731 +18%
DPW
15
DiNuzzo Private Wealth
Pennsylvania
$38.3M 1,243,434 -2,850 -0.2%
CHP
16
Cable Hill Partners
Oregon
$37.2M 1,207,655 +49,726 +4%
RFP
17
Root Financial Partners
California
$34.9M 1,133,699 +337,550 +42%
LPL Financial
18
LPL Financial
California
$31.9M 1,035,740 +98,138 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$30.7M 997,846 +289,664 +41%
EWA
20
Exencial Wealth Advisors
Oklahoma
$30.1M 978,719 +151,021 +18%
NA
21
NewEdge Advisors
Louisiana
$29.8M 966,045 +451,362 +88%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$29.7M 964,659 +64,989 +7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$25.8M 838,747 +12,954 +2%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$25.5M 828,080 +24,903 +3%
MFWP
25
Mosaic Family Wealth Partners
Missouri
$25.4M 825,065 +48,046 +6%
1
2 3 4 5