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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
SA
251
Sanctuary Advisors
Indiana
$1.23M +$628K +20,088 +109%
BTWM
252
Baker Tilly Wealth Management
Wisconsin
$1.22M +$1.19M +38,192 New
GJIA
253
Glass Jacobson Investment Advisors
Maryland
$1.2M +$111K +3,563 +10%
WMN
254
Wealth Management Nebraska
Nebraska
$1.2M +$1.18M +37,663 New
PAM
255
Pacific Asset Management
Washington
$1.17M +$9.06K +290 +0.8%
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$1.15M
MBFW
257
Morton Brown Family Wealth
Pennsylvania
$1.15M
HWA
258
HMV Wealth Advisors
Louisiana
$1.14M +$31.2K +1,000 +3%
CHAM
259
Clear Harbor Asset Management
Connecticut
$1.14M +$218K +6,989 +24%
OIM
260
Oder Investment Management
California
$1.13M +$36.5K +1,169 +3%
GOCP
261
Great Oak Capital Partners
Massachusetts
$1.1M +$23.2K +743 +2%
MGW
262
MB Generational Wealth
Washington
$1.06M +$1.04M +33,328 New
DT
263
Diversified Trust
Tennessee
$1.06M
CFGA
264
Cambridge Financial Group (Arizona)
Arizona
$1.05M -$42.7K -1,366 -4%
CW
265
Curio Wealth
Maryland
$1.03M -$160K -5,117 -14%
FFM
266
Flagstone Financial Management
Nebraska
$1.03M
SFC
267
Sprinkle Financial Consultants
Colorado
$1.03M +$54.1K +1,732 +6%
FA
268
Fiduciary Alliance
South Carolina
$1.02M +$31.1K +995 +3%
AQR Capital Management
269
AQR Capital Management
Connecticut
$1.01M +$994K +31,809 New
GFM
270
GEN Financial Management
Minnesota
$1.01M -$34.4K -1,101 -3%
GAM
271
GEM Asset Management
Michigan
$984K +$43K +1,375 +5%
PCA
272
Prosperity Capital Advisors
Ohio
$982K +$63.1K +2,020 +7%
BCM
273
Brookstone Capital Management
Illinois
$953K +$287K +9,199 +44%
MWA
274
Medallion Wealth Advisors
Connecticut
$948K -$10.6K -339 -1%
DAS
275
Dynamic Advisor Solutions
Arizona
$939K +$128K +4,100 +16%