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DFSV

Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

115% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 124

20% more capital invested

Capital invested by funds: $4.18B → $5.03B (+$848M)

14% more funds holding

Funds holding: 459522 (+63)

5.96% more ownership

Funds ownership: 78.47%84.43% (+6%)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

Holders
522
Holders Change
+63
Holders Change %
+13.73%
% of All Funds
6.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.71%
New
88
Increased
267
Reduced
124
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
226
Grant Private Wealth Management
California
$1.89M -$143K -4,438 -7%
TCRG
227
Twin Cities Retirement Group
Minnesota
$1.89M +$1.84M +57,339 New
Citigroup
228
Citigroup
New York
$1.85M +$334K +10,382 +23%
MWM
229
Mission Wealth Management
California
$1.81M -$146K -4,539 -8%
SHFA
230
SC&H Financial Advisors
Maryland
$1.79M -$1.16M -36,147 -40%
MWA
231
Monograph Wealth Advisors
California
$1.79M +$198K +6,150 +13%
MSF
232
Mustard Seed Financial
Arkansas
$1.76M +$179K +5,568 +12%
KW
233
Keyvantage Wealth
Pennsylvania
$1.75M -$3.85M -119,744 -69%
DWM
234
Dopkins Wealth Management
New York
$1.75M -$86.9K -2,701 -5%
WPC
235
Wedmont Private Capital
Pennsylvania
$1.73M +$334K +10,392 +26%
GA
236
Greenspring Advisors
Maryland
$1.69M +$1.12M +34,882 +212%
FFS
237
Founders Financial Securities
Maryland
$1.67M +$360K +11,205 +28%
AC
238
Apella Capital
Connecticut
$1.64M +$808K +25,121 +102%
CCM
239
Cloud Capital Management
Washington
$1.61M +$262K +8,141 +20%
DWM
240
Daner Wealth Management
Georgia
$1.61M -$251K -7,818 -15%
RWM
241
Rockwood Wealth Management
Pennsylvania
$1.61M +$73.6K +2,287 +5%
DWA
242
Delap Wealth Advisory
Oregon
$1.61M
GAM
243
Gemmer Asset Management
California
$1.56M +$20.2K +627 +1%
AAM
244
Austin Asset Management
Texas
$1.56M +$41.5K +1,290 +3%
CAM
245
CPA Asset Management
Florida
$1.55M +$98.4K +3,058 +7%
HA
246
HFG Advisors
Ohio
$1.54M +$58.9K +1,831 +4%
QWM
247
Quadcap Wealth Management
Texas
$1.51M -$66.8K -2,078 -4%
MA
248
Mutual Advisors
Nebraska
$1.51M +$24.7K +767 +2%
RIP
249
RAM Investment Partners
Washington
$1.5M +$632K +19,650 +75%
WWM
250
Waterway Wealth Management
Texas
$1.5M -$47.5K -1,476 -3%