DFSV icon

Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
KSWWM
276
Keyes Stange & Wooten Wealth Management
Florida
$1.19M
WMN
277
Wealth Management Nebraska
Nebraska
$1.16M
GAM
278
GEM Asset Management
Michigan
$1.15M
PWP
279
Ponta Wealth Partners
Florida
$1.15M
WAG
280
Wilkerson Advisory Group
Missouri
$1.14M
TFA
281
TandemGrowth Financial Advisors
Georgia
$1.13M
CW
282
Curio Wealth
Maryland
$1.11M
AQR Capital Management
283
AQR Capital Management
Connecticut
$1.11M
SAI
284
Savvy Advisors Inc
New York
$1.09M
FA
285
Fiduciary Alliance
South Carolina
$1.09M
HWM
286
HBE Wealth Management
Nebraska
$1.09M
EP
287
E6 Portfolios
Utah
$1.08M
BIG
288
Builder Investment Group
Georgia
$1.08M
TWP
289
Total Wealth Planning
Ohio
$1.07M
SAM
290
Smartleaf Asset Management
Massachusetts
$1.06M
FFM
291
Flagstone Financial Management
Nebraska
$1.06M
Susquehanna International Group
292
Susquehanna International Group
Pennsylvania
$1.05M
CFGA
293
Cambridge Financial Group (Arizona)
Arizona
$1.05M
EIA
294
Eldridge Investment Advisors
New Hampshire
$1.04M
GFM
295
GEN Financial Management
Minnesota
$1.04M
RWM
296
Riverchase Wealth Management
Texas
$1.02M
PHWA
297
Petersen Hastings Wealth Advisors
Washington
$1.02M
AWM
298
Ariadne Wealth Management
California
$1.02M
HWA
299
HMV Wealth Advisors
Louisiana
$1M
PCA
300
Prosperity Capital Advisors
Ohio
$1,000K