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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
FFS
251
Founders Financial Securities
Maryland
$1.89M +$42.6K +1,204 +2%
SMA
252
Sage Mountain Advisors
Georgia
$1.88M +$1.9M +53,769 New
RWM
253
Rockwood Wealth Management
Pennsylvania
$1.81M +$91.9K +2,600 +5%
TSWM
254
Triangle Securities Wealth Management
North Carolina
$1.79M +$1.48M +41,824 +450%
HWA
255
HMV Wealth Advisors
Louisiana
$1.75M +$686K +19,400 +64%
CCM
256
Cloud Capital Management
Washington
$1.73M +$4.98K +141 +0.3%
MWM
257
Mission Wealth Management
California
$1.72M -$206K -5,838 -11%
DWA
258
Delap Wealth Advisory
Oregon
$1.71M
HA
259
HFG Advisors
Ohio
$1.69M +$53.9K +1,524 +3%
GVAG
260
Great Valley Advisor Group
Delaware
$1.69M +$243K +6,882 +17%
AFP
261
ATLas Financial Planning
Georgia
$1.69M +$324K +9,169 +24%
FIT
262
Financially in Tune
Massachusetts
$1.68M +$156K +4,423 +10%
Morgan Stanley
263
Morgan Stanley
New York
$1.68M +$248K +7,026 +17%
Brown Advisory
264
Brown Advisory
Maryland
$1.67M +$860K +24,337 +104%
AAM
265
Austin Asset Management
Texas
$1.66M
MA
266
Mutual Advisors
Nebraska
$1.66M +$52.6K +1,489 +3%
PPF
267
Pacific Park Financial
California
$1.66M +$1.68M +47,451 New
GAM
268
Gemmer Asset Management
California
$1.65M -$14.9K -422 -0.9%
FFG
269
Fiduciary Financial Group
California
$1.65M +$202K +5,708 +14%
RFA
270
RTD Financial Advisors
Pennsylvania
$1.63M +$727K +20,561 +79%
KW
271
Keyvantage Wealth
Pennsylvania
$1.6M -$270K -7,630 -14%
CW
272
CreativeOne Wealth
Kansas
$1.6M +$35.8K +1,014 +2%
PAM
273
Pacific Asset Management
Washington
$1.59M +$103K +2,906 +7%
TWP
274
Triad Wealth Partners
Kansas
$1.59M +$25.7K +728 +2%
EP
275
E6 Portfolios
Utah
$1.59M +$435K +12,296 +37%