DFSV icon

Dimensional US Small Cap Value ETF

511 hedge funds and large institutions have $4.77B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 265 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Mission Wealth Management
California
$1.81M
SHFA
227
SC&H Financial Advisors
Maryland
$1.79M
MWA
228
Monograph Wealth Advisors
California
$1.79M
MSF
229
Mustard Seed Financial
Arkansas
$1.76M
KW
230
Keyvantage Wealth
Pennsylvania
$1.75M
DWM
231
Dopkins Wealth Management
New York
$1.75M
WPC
232
Wedmont Private Capital
Pennsylvania
$1.73M
GA
233
Greenspring Advisors
Maryland
$1.69M
FFS
234
Founders Financial Securities
Maryland
$1.67M
AC
235
Apella Capital
Connecticut
$1.64M
CCM
236
Cloud Capital Management
Washington
$1.61M
DWM
237
Daner Wealth Management
Georgia
$1.61M
RWM
238
Rockwood Wealth Management
Pennsylvania
$1.61M
DWA
239
Delap Wealth Advisory
Oregon
$1.61M
GAM
240
Gemmer Asset Management
California
$1.56M
AAM
241
Austin Asset Management
Texas
$1.56M
CAM
242
CPA Asset Management
Florida
$1.55M
HA
243
HFG Advisors
Ohio
$1.54M
QWM
244
Quadcap Wealth Management
Texas
$1.51M
MA
245
Mutual Advisors
Nebraska
$1.51M
RIP
246
RAM Investment Partners
Washington
$1.5M
WWM
247
Waterway Wealth Management
Texas
$1.5M
CW
248
CreativeOne Wealth
Kansas
$1.47M
TWP
249
Triad Wealth Partners
Kansas
$1.47M
IAG
250
Investmark Advisory Group
Connecticut
$1.46M