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
PAM
251
Pacific Asset Management
Washington
$1.4M
GSF
252
Grove Street Fiduciary
New Hampshire
$1.39M
Boston Partners
253
Boston Partners
Massachusetts
$1.37M
GVAG
254
Great Valley Advisor Group
Delaware
$1.36M
FFG
255
Fiduciary Financial Group
California
$1.36M
Morgan Stanley
256
Morgan Stanley
New York
$1.34M
GJIA
257
Glass Jacobson Investment Advisors
Maryland
$1.34M
PWIA
258
Porter White Investment Advisors
Alabama
$1.34M
AWMM
259
Aegis Wealth Management (Maryland)
Maryland
$1.29M
AFP
260
ATLas Financial Planning
Georgia
$1.28M
SFC
261
Sprinkle Financial Consultants
Colorado
$1.27M
EAN
262
Excelsior Advisor Network
Colorado
$1.27M
BCM
263
Brookstone Capital Management
Illinois
$1.26M
CHAM
264
Clear Harbor Asset Management
Connecticut
$1.24M
RWP
265
Revolve Wealth Partners
New Jersey
$1.22M
WPA
266
Wealth Preservation Advisors
Tennessee
$1.21M
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$1.21M
AWM
268
Axxcess Wealth Management
California
$1.21M
OIM
269
Oder Investment Management
California
$1.2M
GOCP
270
Great Oak Capital Partners
Massachusetts
$1.19M
MBFW
271
Morton Brown Family Wealth
Pennsylvania
$1.19M
KSWWM
272
Keyes Stange & Wooten Wealth Management
Florida
$1.19M
WMN
273
Wealth Management Nebraska
Nebraska
$1.16M
GAM
274
GEM Asset Management
Michigan
$1.15M
PWP
275
Ponta Wealth Partners
Florida
$1.15M