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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
LWM
326
Lodestone Wealth Management
Washington
$917K
GTWM
327
Global Trust Wealth Management
Florida
$912K
FPI
328
Financial Plan Inc
Washington
$904K
PHWM
329
Pine Harbor Wealth Management
Maryland
$896K
CCC
330
Compass Capital Corp
Massachusetts
$883K
HSWS
331
Higgins & Schmidt Wealth Strategies
Colorado
$877K
TWM
332
TCFG Wealth Management
California
$873K
TIA
333
TCFG Investment Advisors
California
$873K
DT
334
Diversified Trust
Tennessee
$869K
MA
335
MSA Advisors
California
$869K
CMBA
336
C.M. Bidwell & Associates
Hawaii
$858K
GM
337
GeoWealth Management
Illinois
$856K
RW
338
REDW Wealth
New Mexico
$855K
MKW
339
Mullaney, Keating & Wright
Connecticut
$844K
CAM
340
Clark Asset Management
New Hampshire
$839K
BEAM
341
Baker Ellis Asset Management
Washington
$834K
WANY
342
Wealthspire Advisors (New York)
New York
$821K
CIA
343
Compass Ion Advisors
Pennsylvania
$818K
VCP
344
Vista Capital Partners
Oregon
$807K
ASN
345
Advisory Services Network
Georgia
$798K
KFAS
346
Keating Financial Advisory Services
Kansas
$781K
GBFP
347
Golden Bell Financial Planning
Georgia
$774K
DI
348
Disciplined Investments
Oklahoma
$757K
CWP
349
Cyndeo Wealth Partners
Florida
$755K
CL
350
CLG LLC
California
$745K