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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
FFM
151
Forum Financial Management
Illinois
$5.03M
DI
152
Disciplined Investors
Texas
$5M
LFA
153
Level Financial Advisors
New York
$4.85M
MWM
154
Melfa Wealth Management
Massachusetts
$4.78M
FA
155
Fermata Advisors
California
$4.78M
CCA
156
Cravens & Co Advisors
Tennessee
$4.77M
SC
157
Schoolcraft Capital
Colorado
$4.74M
HIGP
158
Hill Investment Group Partners
Missouri
$4.72M
ICMP
159
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.71M
FS
160
Financial Symmetry
North Carolina
$4.68M
TAWM
161
Three Arch Wealth Management
California
$4.61M
VFG
162
V2 Financial group
Illinois
$4.48M
BW
163
BIP Wealth
Georgia
$4.46M
QC
164
Quent Capital
New York
$4.46M
EWA
165
EverSource Wealth Advisors
Alabama
$4.36M
SWG
166
Summit Wealth Group
Vermont
$4.32M
SF
167
Summit Financial
New Jersey
$4.23M
NL
168
NKCFO LLC
Illinois
$4.2M
SFM
169
Signet Financial Management
New Jersey
$4.19M
SWGC
170
Summit Wealth Group (Colorado)
Colorado
$4.11M
UBS Group
171
UBS Group
Switzerland
$4.02M
SIMC
172
Squire Investment Management Company
Utah
$4M
BTI
173
Blue Trust Inc
Georgia
$3.98M
GCM
174
Gibraltar Capital Management
Oklahoma
$3.8M
AFG
175
ABLE Financial Group
Arizona
$3.76M