We are live on ! Find out more
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
CW
251
CreativeOne Wealth
Kansas
$1.47M -$6.75K -210 -0.5%
TWP
252
Triad Wealth Partners
Kansas
$1.47M +$21K +654 +1%
IAG
253
Investmark Advisory Group
Connecticut
$1.46M +$50.3K +1,564 +4%
FIT
254
Financially in Tune
Massachusetts
$1.43M +$1.4M +43,494 New
PAM
255
Pacific Asset Management
Washington
$1.4M +$186K +5,776 +16%
GSF
256
Grove Street Fiduciary
New Hampshire
$1.39M -$25.2K -783 -2%
Boston Partners
257
Boston Partners
Massachusetts
$1.37M +$37.1K +1,152 +3%
GVAG
258
Great Valley Advisor Group
Delaware
$1.36M -$185K -5,737 -12%
FFG
259
Fiduciary Financial Group
California
$1.36M -$2.44K -76 -0.2%
Morgan Stanley
260
Morgan Stanley
New York
$1.34M +$558K +17,363 +74%
GJIA
261
Glass Jacobson Investment Advisors
Maryland
$1.34M +$94.6K +2,942 +8%
PWIA
262
Porter White Investment Advisors
Alabama
$1.34M +$17.1K +531 +1%
AWMM
263
Aegis Wealth Management (Maryland)
Maryland
$1.29M -$537K -16,685 -30%
AFP
264
ATLas Financial Planning
Georgia
$1.28M +$1.25M +38,927 New
SFC
265
Sprinkle Financial Consultants
Colorado
$1.27M +$206K +6,414 +20%
EAN
266
Excelsior Advisor Network
Colorado
$1.27M +$1.24M +38,572 New
BCM
267
Brookstone Capital Management
Illinois
$1.26M +$270K +8,393 +28%
CHAM
268
Clear Harbor Asset Management
Connecticut
$1.24M +$60.6K +1,885 +5%
BJB
269
Broadhurst Jeffrey B
$1.23M +$1.2M +37,444 New
RWP
270
Revolve Wealth Partners
New Jersey
$1.22M -$60K -1,865 -5%
WPA
271
Wealth Preservation Advisors
Tennessee
$1.21M -$68.1K -2,116 -5%
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$1.21M +$19.8K +616 +2%
AWM
273
Axxcess Wealth Management
California
$1.21M +$1.18M +36,698 New
OIM
274
Oder Investment Management
California
$1.2M +$35.8K +1,113 +3%
GOCP
275
Great Oak Capital Partners
Massachusetts
$1.19M +$45.2K +1,405 +4%