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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

410 hedge funds and large institutions have $3.27B invested in Dimensional US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 238 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
5.57%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.69%
New
48
Increased
238
Reduced
79
Closed
26
Calls
$301K
Puts
$155K
Net Calls
+$146K
Net Calls Change
+$380K

Top Buyers

1
SC
Savant Capital
Illinois
+$37.3M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$30.1M
3
MG
Mather Group
Illinois
+$23.5M
4
IA
Integrity Alliance
Iowa
+$16.7M
5
RA
RFG Advisory
Alabama
+$13.5M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.17B
2
EP
Essential Planning
New Hampshire
-$28M
3
Bank of America
Bank of America
North Carolina
-$8.93M
4
AFA
Alpha Financial Advisors
North Carolina
-$6.1M
5
GP
Greenline Partners
New York
-$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$264M +$37.3M +1,325,798 +16%
APF
2
Alaska Permanent Fund
Alaska
$202M – – –
JFG
3
JMG Financial Group
Illinois
$164M +$10.7M +378,500 +7%
Corient Private Wealth
4
Corient Private Wealth
Florida
$142M +$30.1M +1,070,396 +27%
MG
5
Mather Group
Illinois
$141M +$23.5M +835,585 +20%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$92.4M +$5.04M +179,080 +6%
MWM
7
Modera Wealth Management
New Jersey
$82.7M +$1.51M +53,689 +2%
RWM
8
Ritholtz Wealth Management
New York
$69M +$9.65M +342,866 +16%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$64.3M +$7.98M +283,434 +14%
AAS
10
Avantax Advisory Services
Texas
$59.7M +$8.46M +300,598 +16%
EWA
11
EP Wealth Advisors
California
$57.1M -$3.47M -123,156 -6%
IFA
12
Index Fund Advisors
California
$55.1M +$1.84M +65,409 +3%
AWM
13
Arista Wealth Management
Nevada
$50.2M +$2.05M +72,702 +4%
LPL Financial
14
LPL Financial
California
$41.3M +$6.81M +242,040 +20%
Raymond James Financial
15
Raymond James Financial
Florida
$38.5M +$4.61M +163,602 +14%
RFP
16
Root Financial Partners
California
$36.6M -$4.98M -176,545 -12%
EWA
17
Exencial Wealth Advisors
Oklahoma
$35.4M +$5.05M +179,301 +17%
Bank of America
18
Bank of America
North Carolina
$35.3M -$8.93M -317,075 -20%
DPW
19
DiNuzzo Private Wealth
Pennsylvania
$34.9M +$317K +11,273 +0.9%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$34.6M +$5.42M +192,478 +19%
CHP
21
Cable Hill Partners
Oregon
$34.1M +$1.6M +60,116 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$33.2M +$4.14M +147,212 +14%
TI
23
Truepoint Inc
Ohio
$27.8M +$9.98M +354,582 +56%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$27.6M +$7.36M +261,622 +36%
Northern Trust
25
Northern Trust
Illinois
$27.6M +$10.2M +362,170 +59%
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