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DFSV

Dimensional US Small Cap Value ETF

550 hedge funds and large institutions have $5.55B 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, 149 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 17

91% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 149

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

10% more capital invested

Capital invested by funds: $5.03B → $5.55B (+$519M)

5% more funds holding

Funds holding: 523550 (+27)

2.79% less ownership

Funds ownership: 84.49%81.7% (-2.8%)

Holders
550
Holders Change
+27
Holders Change %
+5.16%
% of All Funds
6.77%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.81%
New
62
Increased
285
Reduced
149
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$661M +$98.8M +2,794,796 +17%
Corient Private Wealth
2
Corient Private Wealth
Florida
$257M -$210M -5,933,047 -45%
MG
3
Mather Group
Illinois
$230M -$1.71M -48,369 -0.7%
JFG
4
JMG Financial Group
Illinois
$217M +$12.7M +358,934 +6%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$158M +$6.73M +190,468 +4%
Cerity Partners
6
Cerity Partners
New York
$151M +$17.7M +500,863 +13%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$136M +$52.2M +1,478,369 +61%
RWM
8
Ritholtz Wealth Management
New York
$135M +$8.45M +239,097 +7%
EWA
9
Exencial Wealth Advisors
Oklahoma
$98M +$25.8M +731,274 +35%
MWM
10
Modera Wealth Management
New Jersey
$96.8M +$3.64M +103,055 +4%
IFA
11
Index Fund Advisors
California
$96.8M +$7.24M +204,909 +8%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$96.5M -$841K -23,785 -0.9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$80.2M +$7.61M +215,208 +10%
CCM
14
Coldstream Capital Management
Washington
$78.1M +$1.27M +35,987 +2%
Creative Planning
15
Creative Planning
Kansas
$77.5M +$4.43M +125,333 +6%
LPL Financial
16
LPL Financial
California
$77.5M +$3.63M +102,703 +5%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$73.9M +$6.28M +177,759 +9%
AWM
18
Arista Wealth Management
Nevada
$73.7M +$858K +24,269 +1%
Raymond James Financial
19
Raymond James Financial
Florida
$68.1M +$3.04M +86,066 +5%
Bank of America
20
Bank of America
North Carolina
$55.1M +$81.8K +2,314 +0.1%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$52.1M +$1.86M +52,729 +4%
EWA
22
EP Wealth Advisors
California
$49.8M -$4.16M -117,718 -8%
DPW
23
DiNuzzo Private Wealth
Pennsylvania
$47.2M -$153K -4,337 -0.3%
TI
24
Truepoint Inc
Ohio
$47M +$151K +4,277 +0.3%
EAM
25
Evanson Asset Management
California
$39.1M +$3.09M +87,442 +9%