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DFSV

Dimensional US Small Cap Value ETF

Delisted

DFSV was delisted on the 24th of June, 2026.

549 hedge funds and large institutions have $5.54B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
301
Curio Wealth
Maryland
$1.15M
GFPC
302
Global Financial Private Client
Florida
$1.14M
DFC
303
DBK Financial Counsel
Ohio
$1.13M
CAM
304
CPA Asset Management
Florida
$1.13M
RWP
305
Revolve Wealth Partners
New Jersey
$1.13M
CWA
306
Canvas Wealth Advisors
Kansas
$1.1M
GFM
307
GEN Financial Management
Minnesota
$1.1M
RWM
308
Riverchase Wealth Management
Texas
$1.1M
CIA
309
Concurrent Investment Advisors
Florida
$1.09M
PHWA
310
Petersen Hastings Wealth Advisors
Washington
$1.09M
SC
311
Shearwater Capital
Colorado
$1.07M
MWA
312
Medallion Wealth Advisors
Connecticut
$1.07M
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$1.06M
AWM
314
Ariadne Wealth Management
California
$1.04M
MMA
315
Miracle Mile Advisors
California
$1.04M
CPA
316
Capital Performance Advisors
California
$1.02M
SAM
317
Smartleaf Asset Management
Massachusetts
$1.01M
FTUS
318
Flow Traders U.S.
New York
$976K
MFA
319
McClarren Financial Advisors
Pennsylvania
$968K
FWM
320
FMB Wealth Management
California
$968K
PCA
321
Prosperity Capital Advisors
Ohio
$961K
FG
322
Foster Group
Iowa
$945K
BC
323
BDFS Capital
Delaware
$942K
PWP
324
Ponta Wealth Partners
Florida
$926K
WMA
325
William Mack & Associates
Michigan
$923K