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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
MBFW
276
Morton Brown Family Wealth
Pennsylvania
$1.19M
KSWWM
277
Keyes Stange & Wooten Wealth Management
Florida
$1.19M -$200K -6,211 -15%
WMN
278
Wealth Management Nebraska
Nebraska
$1.16M -$78.2K -2,430 -6%
GAM
279
GEM Asset Management
Michigan
$1.15M +$99.6K +3,098 +10%
PWP
280
Ponta Wealth Partners
Florida
$1.15M +$1.12M +34,826 New
WAG
281
Wilkerson Advisory Group
Missouri
$1.14M +$1.11M +34,644 New
TFA
282
TandemGrowth Financial Advisors
Georgia
$1.13M +$1.1M +34,263 New
CW
283
Curio Wealth
Maryland
$1.11M +$25.4K +789 +2%
AQR Capital Management
284
AQR Capital Management
Connecticut
$1.11M +$63.4K +1,970 +6%
SAI
285
Savvy Advisors Inc
New York
$1.09M +$791K +24,596 +284%
FA
286
Fiduciary Alliance
South Carolina
$1.09M +$32.4K +1,007 +3%
HWM
287
HBE Wealth Management
Nebraska
$1.09M +$1.06M +33,097 New
EP
288
E6 Portfolios
Utah
$1.08M +$1.06M +32,983 New
BIG
289
Builder Investment Group
Georgia
$1.08M +$248K +7,711 +31%
TWP
290
Total Wealth Planning
Ohio
$1.07M -$15.4M -477,772 -94%
SAM
291
Smartleaf Asset Management
Massachusetts
$1.06M +$1.03M +31,985 New
FFM
292
Flagstone Financial Management
Nebraska
$1.06M
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
$1.05M +$1.03M +31,957 New
CFGA
294
Cambridge Financial Group (Arizona)
Arizona
$1.05M -$7.53K -234 -0.7%
EIA
295
Eldridge Investment Advisors
New Hampshire
$1.04M +$1.02M +31,656 New
GFM
296
GEN Financial Management
Minnesota
$1.04M -$708 -22 -0.1%
RWM
297
Riverchase Wealth Management
Texas
$1.02M +$95.6K +2,973 +11%
PHWA
298
Petersen Hastings Wealth Advisors
Washington
$1.02M +$1,000K +31,085 New
AWM
299
Ariadne Wealth Management
California
$1.02M
HWA
300
HMV Wealth Advisors
Louisiana
$1M -$175K -5,445 -15%