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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
LFA
351
Lauterbach Financial Advisors
Texas
$730K
CFO
352
CVA Family Office
Colorado
$726K
Citadel Advisors
353
Citadel Advisors
Florida
$724K
DWM
354
DeLarme Wealth Management
California
$714K
AWM
355
Avondale Wealth Management
Texas
$714K
CSP
356
Cary Street Partners
Virginia
$708K
Bank of New York Mellon
357
Bank of New York Mellon
New York
$706K
PCM
358
Peirce Capital Management
Texas
$698K
PA
359
Powerhouse Assets
Massachusetts
$697K
PWA
360
Physician Wealth Advisors
Utah
$693K
GLLW
361
Graves Light Lenhart Wealth
Virginia
$690K
HA
362
Hanover Advisors
South Carolina
$689K
SWM
363
Spire Wealth Management
Virginia
$689K
SCA
364
Sensenig Capital Advisors
Pennsylvania
$687K
JWM
365
JDH Wealth Management
California
$672K
EH
366
Equitable Holdings
New York
$668K
CPW
367
Cogent Private Wealth
Florida
$663K
BTWM
368
Baker Tilly Wealth Management
Wisconsin
$659K
NL
369
NWAM LLC
Washington
$650K
FVIM
370
Fort Vancouver Investment Management
Washington
$650K
LWM
371
LJI Wealth Management
Indiana
$647K
CFGA
372
Cambridge Financial Group (Arizona)
Arizona
$646K
AFO
373
Aurelius Family Office
New Hampshire
$635K
HKIMG
374
Hutchens & Kramer Investment Management Group
Indiana
$631K
AWP
375
Astra Wealth Partners
New Jersey
$629K