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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
EFG
451
Everest Financial Group
Minnesota
$289K
CCFM
452
Clear Creek Financial Management
Washington
$289K
BFG
453
Berger Financial Group
Minnesota
$284K
TFP
454
Triune Financial Partners
Kansas
$282K
BIG
455
Brooklyn Investment Group
New York
$281K
AAP
456
Arax Advisory Partners
Colorado
$281K
ADL
457
Asset Dedication LLC
California
$272K
OP
458
Oath Planning
Oklahoma
$269K
GPA
459
Garrison Point Advisors
California
$267K
SWA
460
Sax Wealth Advisors
New Jersey
$262K
SPA
461
Shore Point Advisors
New Jersey
$260K
E
462
Entelevest
Florida
$256K
KRW
463
Kaufman Rossin Wealth
Florida
$251K
APC
464
Aspire Private Capital
North Carolina
$245K
HC
465
Hurley Capital
New York
$245K
Wells Fargo
466
Wells Fargo
California
$241K
MWA
467
Mills Wealth Advisors
Texas
$240K
SPI
468
Sutton Place Investors
New York
$240K
PNC Financial Services Group
469
PNC Financial Services Group
Pennsylvania
$237K
RWM
470
Rialto Wealth Management
New York
$237K
RIM
471
Rockbridge Investment Management
New York
$236K
PTC
472
Private Trust Company
Ohio
$229K
TFP
473
Tilia Fiduciary Partners
North Carolina
$227K
GWA
474
Geometric Wealth Advisors
District of Columbia
$226K
FA
475
Forefront Analytics
Pennsylvania
$222K