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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
BAM
201
Bayshore Asset Management
Florida
$3.02M
PFA
202
Pettinga Financial Advisors
Indiana
$3.01M
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$3M
OWA
204
Oak Wealth Advisors
Illinois
$2.99M
AA
205
Alpha Advisors
Virginia
$2.94M
VAG
206
Vannoy Advisory Group
Texas
$2.94M
Wealthfront Advisers
207
Wealthfront Advisers
California
$2.92M
NWM
208
Northwest Wealth Management
Iowa
$2.91M
KWA
209
Kingswood Wealth Advisors
California
$2.88M
Citigroup
210
Citigroup
New York
$2.88M
SA
211
Sanctuary Advisors
Indiana
$2.86M
DWM
212
Dakota Wealth Management
Florida
$2.83M
RIP
213
RAM Investment Partners
Washington
$2.83M
W
214
WorthPointe
California
$2.72M
RCAG
215
Rehmann Capital Advisory Group
Michigan
$2.72M
SIS
216
Strategic Investment Solutions
Illinois
$2.69M
SAI
217
Savvy Advisors Inc
New York
$2.66M
Truist Financial
218
Truist Financial
North Carolina
$2.64M
RGC
219
Roberts, Glore & Co
Illinois
$2.6M
LFGO
220
Legacy Financial Group (Oklahoma)
Oklahoma
$2.6M
BMWS
221
Brady Martz Wealth Solutions
North Dakota
$2.55M
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$2.54M
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$2.54M
RWM
224
Ruedi Wealth Management
Illinois
$2.54M
DWM
225
Daner Wealth Management
Georgia
$2.52M