DFSV icon

Dimensional US Small Cap Value ETF

410 hedge funds and large institutions have $3.27B invested in Dimensional US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 238 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $3.26B → $3.27B (+$17.8M)

0.53% more ownership

Funds ownership: 78.87%79.4% (+0.53%)

9% less funds holding in top 10

Funds holding in top 10: 5651 (-5)

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$301K
Puts
$155K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
276
Builder Investment Group
Georgia
$534K
ASN
277
Advisory Services Network
Georgia
$533K
GVAG
278
Great Valley Advisor Group
Delaware
$521K
AFP
279
Ausdal Financial Partners
Iowa
$518K
AFO
280
Aurelius Family Office
New Hampshire
$511K
SWG
281
Summit Wealth Group
Vermont
$505K
Brown Advisory
282
Brown Advisory
Maryland
$503K
Janney Montgomery Scott
283
Janney Montgomery Scott
Pennsylvania
$503K
ACM
284
Argent Capital Management
Missouri
$496K
KSWWM
285
Keyes Stange & Wooten Wealth Management
Florida
$491K
SC
286
Shearwater Capital
Colorado
$491K
WPC
287
Wedmont Private Capital
Pennsylvania
$491K
CSP
288
Cary Street Partners
Virginia
$490K
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$484K
SIMC
290
Squire Investment Management Company
Utah
$483K
DAS
291
Dynamic Advisor Solutions
Arizona
$479K
JIC
292
Joel Isaacson & Co
New York
$478K
TWA
293
TCI Wealth Advisors
Arizona
$472K
AC
294
AlphaCore Capital
California
$466K
HWM
295
HB Wealth Management
Georgia
$452K
AWP
296
Astra Wealth Partners
New Jersey
$450K
PMIM
297
Prudent Man Investment Management
Colorado
$439K
HA
298
Hanover Advisors
South Carolina
$436K
SWM
299
Spire Wealth Management
Virginia
$432K
AC
300
Apella Capital
Connecticut
$432K