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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
QWM
276
Quadcap Wealth Management
Texas
$1.59M -$33.8K -955 -2%
CL
277
Choreo LLC
Illinois
$1.58M +$1.59M +45,117 New
VWA
278
Valued Wealth Advisors
Utah
$1.58M +$761K +21,538 +91%
GJIA
279
Glass Jacobson Investment Advisors
Maryland
$1.56M +$137K +3,880 +10%
CSPIA
280
Cary Street Partners Investment Advisory
Virginia
$1.53M +$243K +6,862 +19%
IAG
281
Investmark Advisory Group
Connecticut
$1.52M -$38.4K -1,086 -2%
PWIA
282
Porter White Investment Advisors
Alabama
$1.48M +$58K +1,642 +4%
SFC
283
Sprinkle Financial Consultants
Colorado
$1.48M +$124K +3,516 +9%
GSF
284
Grove Street Fiduciary
New Hampshire
$1.48M
BIG
285
Builder Investment Group
Georgia
$1.47M +$327K +9,262 +28%
Boston Partners
286
Boston Partners
Massachusetts
$1.47M +$10K +284 +0.7%
AWMM
287
Aegis Wealth Management (Maryland)
Maryland
$1.47M +$91.4K +2,587 +7%
WMN
288
Wealth Management Nebraska
Nebraska
$1.44M +$212K +5,999 +17%
KSWWM
289
Keyes Stange & Wooten Wealth Management
Florida
$1.41M +$143K +4,042 +11%
OIM
290
Oder Investment Management
California
$1.4M +$122K +3,445 +9%
EAN
291
Excelsior Advisor Network
Colorado
$1.4M +$47.7K +1,350 +3%
GOCP
292
Great Oak Capital Partners
Massachusetts
$1.39M +$90.3K +2,555 +7%
CHAM
293
Clear Harbor Asset Management
Connecticut
$1.37M +$50.5K +1,430 +4%
BJB
294
Broadhurst Jeffrey B
$1.31M
FFM
295
Flagstone Financial Management
Nebraska
$1.31M +$179K +5,053 +16%
MBFW
296
Morton Brown Family Wealth
Pennsylvania
$1.27M +$459 +13 +0%
TFA
297
TandemGrowth Financial Advisors
Georgia
$1.2M
WPA
298
Wealth Preservation Advisors
Tennessee
$1.19M -$99.8K -2,825 -8%
FA
299
Fiduciary Alliance
South Carolina
$1.19M -$11.5K -326 -1%
HWM
300
HBE Wealth Management
Nebraska
$1.18M +$24.4K +691 +2%