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DFSV

Dimensional US Small Cap Value ETF

460 hedge funds and large institutions have $4.18B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 250 increasing their positions, 115 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

117% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 115

14% more capital invested

Capital invested by funds: $3.67B → $4.18B (+$511M)

6% more funds holding in top 10

Funds holding in top 10: 5457 (+3)

3% more funds holding

Funds holding: 447460 (+13)

0.26% more ownership

Funds ownership: 78.22%78.47% (+0.26%)

Holders
460
Holders Change
+13
Holders Change %
+2.91%
% of All Funds
6.04%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.75%
New
35
Increased
250
Reduced
115
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
226
Waterway Wealth Management
Texas
$1.5M -$14M -448,781 -91%
BW
227
BIP Wealth
Georgia
$1.5M +$837K +26,802 +132%
GAM
228
Gemmer Asset Management
California
$1.49M +$6.5K +208 +0.4%
RWM
229
Rockwood Wealth Management
Pennsylvania
$1.49M +$204K +6,519 +16%
AAM
230
Austin Asset Management
Texas
$1.47M
Citigroup
231
Citigroup
New York
$1.46M +$127K +4,075 +10%
MA
232
Mutual Advisors
Nebraska
$1.45M -$19.1K -611 -1%
HA
233
HFG Advisors
Ohio
$1.43M +$32.8K +1,050 +2%
CW
234
CreativeOne Wealth
Kansas
$1.43M +$969K +31,027 +225%
Renaissance Technologies
235
Renaissance Technologies
New York
$1.41M -$247K -7,900 -15%
CAM
236
CPA Asset Management
Florida
$1.4M -$55.4K -1,772 -4%
TWP
237
Triad Wealth Partners
Kansas
$1.4M +$133K +4,245 +11%
IAG
238
Investmark Advisory Group
Connecticut
$1.37M +$16.6K +532 +1%
GSF
239
Grove Street Fiduciary
New Hampshire
$1.37M -$26.1K -834 -2%
KSWWM
240
Keyes Stange & Wooten Wealth Management
Florida
$1.35M
CPA
241
Capital Performance Advisors
California
$1.33M +$54.3K +1,738 +4%
FFG
242
Fiduciary Financial Group
California
$1.32M +$187K +5,975 +17%
UBS Group
243
UBS Group
Switzerland
$1.31M -$388K -12,427 -23%
CCM
244
Cloud Capital Management
Washington
$1.3M +$120K +3,831 +10%
WPC
245
Wedmont Private Capital
Pennsylvania
$1.3M +$3.62K +116 +0.3%
Boston Partners
246
Boston Partners
Massachusetts
$1.29M +$1.27M +40,539 New
PWIA
247
Porter White Investment Advisors
Alabama
$1.28M +$22.1K +709 +2%
FFS
248
Founders Financial Securities
Maryland
$1.26M +$667K +21,357 +118%
WPA
249
Wealth Preservation Advisors
Tennessee
$1.24M -$150K -4,799 -11%
RWP
250
Revolve Wealth Partners
New Jersey
$1.24M -$40.5K -1,297 -3%