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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
+$70.4M
2
Cerity Partners
Cerity Partners
New York
+$61.9M
3
MG
Mather Group
Illinois
+$42.7M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$42.4M
5
CCM
Coldstream Capital Management
Washington
+$39.1M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$202M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$17M
3
RFP
Root Financial Partners
California
-$15.2M
4
MWM
Modera Wealth Management
New Jersey
-$14.1M
5
GWM
Geneos Wealth Management
Colorado
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1
Savant Capital
Illinois
$346M +$70.4M +2,393,673 +26%
MG
2
Mather Group
Illinois
$190M +$42.7M +1,452,290 +29%
Corient Private Wealth
3
Corient Private Wealth
Florida
$171M +$22.7M +770,497 +15%
JFG
4
JMG Financial Group
Illinois
$160M -$11.4M -386,833 -7%
RWM
5
Ritholtz Wealth Management
New York
$94.5M +$22.3M +758,884 +31%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$93M +$25.8M +875,728 +38%
Cerity Partners
7
Cerity Partners
New York
$89.3M +$61.9M +2,102,092 +225%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$79.6M -$17M -578,993 -18%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$78.6M +$42.4M +1,441,690 +117%
MWM
10
Modera Wealth Management
New Jersey
$72.3M -$14.1M -478,938 -16%
IFA
11
Index Fund Advisors
California
$64.3M +$6.72M +228,401 +12%
EWA
12
EP Wealth Advisors
California
$56M -$3.67M -124,544 -6%
AAS
13
Avantax Advisory Services
Texas
$55.6M -$6.9M -234,412 -11%
AWM
14
Arista Wealth Management
Nevada
$54.5M +$2.03M +68,933 +4%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$48.8M +$20M +678,179 +69%
Raymond James Financial
16
Raymond James Financial
Florida
$43.6M +$3.35M +113,860 +8%
LPL Financial
17
LPL Financial
California
$43.4M +$246K +8,353 +0.6%
EWA
18
Exencial Wealth Advisors
Oklahoma
$41.6M +$4.58M +155,665 +12%
Bank of America
19
Bank of America
North Carolina
$41.3M +$4.42M +150,115 +12%
Creative Planning
20
Creative Planning
Kansas
$41M +$18.9M +642,640 +86%
TI
21
Truepoint Inc
Ohio
$40.5M +$11.4M +386,617 +39%
DPW
22
DiNuzzo Private Wealth
Pennsylvania
$39.3M +$2.85M +96,671 +8%
CCM
23
Coldstream Capital Management
Washington
$39.1M +$39.1M +1,327,252 +611,637%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$36.5M +$1.8M +61,106 +5%
MFWP
25
Mosaic Family Wealth Partners
Missouri
$28.4M +$1.11M +37,882 +4%
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