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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
DWM
226
Daner Wealth Management
Georgia
$2.52M +$876K +24,775 +57%
EB
227
Emprise Bank
Kansas
$2.47M +$200K +5,661 +9%
QHA
228
Quarry Hill Advisors
Minnesota
$2.47M +$90.6K +2,563 +4%
WCM
229
Warburton Capital Management
Oklahoma
$2.46M +$1.55M +43,924 +185%
EK
230
Evensky & Katz
Florida
$2.37M -$175K -4,941 -7%
MCM
231
MAI Capital Management
Ohio
$2.37M +$51.8K +1,466 +2%
HVP
232
Hudson Value Partners
Florida
$2.34M +$2.36M +66,770 New
S
233
SignatureFD
Georgia
$2.29M +$2.05M +58,122 +811%
MGW
234
MB Generational Wealth
Washington
$2.27M +$190K +5,362 +9%
MFT
235
Moisand Fitzgerald Tamayo
Florida
$2.19M -$5.69K -161 -0.3%
GPWM
236
Grant Private Wealth Management
California
$2.18M +$165K +4,664 +8%
TWD
237
True Wealth Design
Ohio
$2.16M -$41.3K -1,168 -2%
TCRG
238
Twin Cities Retirement Group
Minnesota
$2.12M +$112K +3,172 +6%
SHFA
239
SC&H Financial Advisors
Maryland
$2.12M +$211K +5,980 +11%
FWP
240
Firethorn Wealth Partners
Georgia
$2.11M -$53.4K -1,511 -2%
MWM
241
Meritas Wealth Management
California
$2.1M -$14.9K -422 -0.7%
MSF
242
Mustard Seed Financial
Arkansas
$2.09M +$222K +6,287 +12%
AA
243
Aire Advisors
California
$2.05M -$8.2K -232 -0.4%
BCM
244
Brookstone Capital Management
Illinois
$2M +$667K +18,863 +49%
GAM
245
GEM Asset Management
Michigan
$1.99M +$809K +22,877 +67%
ARA
246
Approach Retirement Advisors
Alabama
$1.98M -$158K -4,483 -7%
GA
247
Greenspring Advisors
Maryland
$1.96M +$159K +4,503 +9%
WPC
248
Wedmont Private Capital
Pennsylvania
$1.91M +$55.9K +1,582 +3%
MWA
249
Monograph Wealth Advisors
California
$1.9M +$106 +3 +0%
DWM
250
Dopkins Wealth Management
New York
$1.89M +$23.7K +671 +1%