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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
FAG
101
Financial Architects (Georgia)
Georgia
$11.1M
PWP
102
Parkwoods Wealth Partners
New York
$11.1M
BAM
103
BOS Asset Management
Illinois
$10.9M
WA
104
Waterford Advisors
New York
$10.6M
VPWA
105
Vestia Personal Wealth Advisors
Indiana
$10.6M
UBS AM
106
UBS AM
Illinois
$10.5M
RFP
107
RCS Financial Planning
Maryland
$10.4M
BCA
108
Ballentine Capital Advisors
South Carolina
$10.3M
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$10.2M
TIM
110
Tortoise Investment Management
New York
$10.2M
SFP
111
Sterling Financial Planning
New Jersey
$10.2M
FIM
112
Freedom Investment Management
Connecticut
$10.1M
ACM
113
Aspen Capital Management
Idaho
$9.82M
SWM
114
Sentinel Wealth Management
Virginia
$9.46M
CFG
115
CSP Financial Group
Arizona
$9.3M
TWA
116
TCI Wealth Advisors
Arizona
$9.19M
NWM
117
Navigate Wealth Management
Alabama
$8.69M
BCI
118
Brinker Capital Investments
Pennsylvania
$8.45M
MAM
119
McLean Asset Management
Virginia
$8.29M
AA
120
Advisory Alpha
Michigan
$7.83M
EWA
121
EQ Wealth Advisors
Texas
$7.82M
DWS
122
Discipline Wealth Solutions
South Carolina
$7.74M
AA
123
Ancora Advisors
Ohio
$7.57M
AFA
124
AA Financial Advisors
Ohio
$7.46M
PS
125
Pinney & Scofield
Massachusetts
$7.29M