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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
RWM
276
Riverchase Wealth Management
Texas
$896K
CWP
277
Cyndeo Wealth Partners
Florida
$892K +$34.8K +1,114 +4%
KSWA
278
Kathleen S. Wright Associates
Pennsylvania
$889K +$36.8K +1,179 +4%
MFA
279
McClarren Financial Advisors
Pennsylvania
$883K -$366K -11,708 -43%
FWM
280
FMB Wealth Management
California
$882K +$9.28K +297 +1%
FG
281
Foster Group
Iowa
$879K -$28.1K -899 -3%
AWM
282
Ariadne Wealth Management
California
$872K +$31 +1 +0%
WANY
283
Wealthspire Advisors (New York)
New York
$871K +$94 +3 +0%
TWM
284
TCFG Wealth Management
California
$858K -$66.6K -2,132 -7%
RIP
285
RAM Investment Partners
Washington
$830K +$241K +7,710 +42%
CMBA
286
C.M. Bidwell & Associates
Hawaii
$830K -$43.4K -1,389 -5%
DI
287
Disciplined Investments
Oklahoma
$820K -$31.2K -1,000 -4%
LWM
288
Lodestone Wealth Management
Washington
$806K +$31.1K +994 +4%
ASN
289
Advisory Services Network
Georgia
$802K -$7.65K -245 -1%
BIG
290
Builder Investment Group
Georgia
$799K +$77.3K +2,475 +11%
RW
291
REDW Wealth
New Mexico
$790K -$122K -3,898 -14%
CSP
292
Cary Street Partners
Virginia
$778K +$54.2K +1,735 +8%
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$772K +$14.7K +472 +2%
PHWM
294
Pine Harbor Wealth Management
Maryland
$771K -$26.1K -837 -3%
AC
295
Apella Capital
Connecticut
$769K +$8.87K +284 +1%
SIM
296
Stratos Investment Management
Ohio
$768K -$684K -21,909 -48%
CIA
297
Compass Ion Advisors
Pennsylvania
$758K +$99.6K +3,188 +15%
Morgan Stanley
298
Morgan Stanley
New York
$747K +$80.5K +2,577 +12%
Brown Advisory
299
Brown Advisory
Maryland
$742K +$187 +6 +0%
CFO
300
CVA Family Office
Colorado
$741K -$38.4K -1,228 -5%