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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
WAG
301
Wilkerson Advisory Group
Missouri
$1.18M -$34.4K -973 -3%
CW
302
Curio Wealth
Maryland
$1.15M -$13.5K -382 -1%
GFPC
303
Global Financial Private Client
Florida
$1.14M +$931K +26,337 +418%
DFC
304
DBK Financial Counsel
Ohio
$1.13M +$283K +8,012 +33%
CAM
305
CPA Asset Management
Florida
$1.13M -$528K -14,937 -32%
RWP
306
Revolve Wealth Partners
New Jersey
$1.13M -$172K -4,869 -13%
CWA
307
Canvas Wealth Advisors
Kansas
$1.1M +$1.11M +31,444 New
GFM
308
GEN Financial Management
Minnesota
$1.1M -$7.1K -201 -0.6%
RWM
309
Riverchase Wealth Management
Texas
$1.1M +$8.62K +244 +0.8%
CIA
310
Concurrent Investment Advisors
Florida
$1.09M +$1.1M +31,190 New
PHWA
311
Petersen Hastings Wealth Advisors
Washington
$1.09M -$2.65K -75 -0.2%
SC
312
Shearwater Capital
Colorado
$1.07M +$327K +9,240 +44%
MWA
313
Medallion Wealth Advisors
Connecticut
$1.07M +$7.67K +217 +0.7%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$1.06M +$28.6K +810 +3%
AWM
315
Ariadne Wealth Management
California
$1.04M +$70.9K +2,006 +7%
MMA
316
Miracle Mile Advisors
California
$1.04M +$1.05M +29,681 New
CPA
317
Capital Performance Advisors
California
$1.02M -$36.2K -1,023 -3%
SAM
318
Smartleaf Asset Management
Massachusetts
$1.01M -$89.9K -2,544 -8%
FTUS
319
Flow Traders U.S.
New York
$976K +$984K +27,844 New
MFA
320
McClarren Financial Advisors
Pennsylvania
$968K +$511K +14,458 +110%
FWM
321
FMB Wealth Management
California
$968K -$7.78K -220 -0.8%
PCA
322
Prosperity Capital Advisors
Ohio
$961K -$105K -2,976 -10%
FG
323
Foster Group
Iowa
$945K -$17.9K -507 -2%
BC
324
BDFS Capital
Delaware
$942K +$45.7K +1,293 +5%
PWP
325
Ponta Wealth Partners
Florida
$926K -$297K -8,398 -24%