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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.

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
Raymond James Financial
3
Raymond James Financial
Florida
$37M
4
EP
4
Essential Planning
New Hampshire
$31.9M
5
UWM
5
United Wealth Management
Virginia
$21.8M

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 Market Value Shares Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$248M 8,053,126 +1,483,483 +23%
APF
2
Alaska Permanent Fund
Alaska
$235M 7,620,911 -584,416 -7%
JFG
3
JMG Financial Group
Illinois
$167M 5,438,365 +235,863 +5%
MG
4
Mather Group
Illinois
$129M 4,174,854 +1,204,884 +41%
Corient Private Wealth
5
Corient Private Wealth
Florida
$122M 3,975,533 +545,416 +16%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$95.6M 3,104,289 +410,077 +15%
MWM
7
Modera Wealth Management
New Jersey
$88.7M 2,883,089 +317,240 +12%
EWA
8
EP Wealth Advisors
California
$66.2M 2,151,513 -188,945 -8%
RWM
9
Ritholtz Wealth Management
New York
$64.9M 2,109,077 +78,559 +4%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$61.5M 1,999,597 +211,597 +12%
IFA
11
Index Fund Advisors
California
$58.2M 1,891,766 +82,280 +5%
AAS
12
Avantax Advisory Services
Texas
$56.1M 1,821,899 +308,179 +20%
AWM
13
Arista Wealth Management
Nevada
$52.7M 1,710,771 +56,380 +3%
Bank of America
14
Bank of America
North Carolina
$48.3M 1,569,990 +218,768 +16%
RFP
15
Root Financial Partners
California
$45.4M 1,474,428 +340,729 +30%
DPW
16
DiNuzzo Private Wealth
Pennsylvania
$37.8M 1,227,179 -16,255 -1%
LPL Financial
17
LPL Financial
California
$37.7M 1,224,192 +188,452 +18%
CHP
18
Cable Hill Partners
Oregon
$37.6M 1,222,911 +15,256 +1%
Raymond James Financial
19
Raymond James Financial
Florida
$37M 1,203,680 +1,203,680 New
EWA
20
Exencial Wealth Advisors
Oklahoma
$33.2M 1,077,665 +98,946 +10%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$31.9M 1,037,172 +72,513 +8%
EP
22
Essential Planning
New Hampshire
$31.9M 1,006,520 +991,030 +6,398%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$31.7M 1,031,381 +33,535 +3%
NA
24
NewEdge Advisors
Louisiana
$31.2M 1,013,030 +46,985 +5%
JTWM
25
Jackson Thornton Wealth Management
Alabama
$27.4M 888,800 +60,720 +7%
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