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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
MFG
301
Merit Financial Group
Georgia
$741K -$249K -7,964 -25%
VWA
302
Valued Wealth Advisors
Utah
$740K +$62 +2 +0%
GBFP
303
Golden Bell Financial Planning
Georgia
$738K +$44.7K +1,432 +7%
HSWS
304
Higgins & Schmidt Wealth Strategies
Colorado
$735K
VCP
305
Vista Capital Partners
Oregon
$733K -$5.78K -185 -0.8%
DFC
306
DBK Financial Counsel
Ohio
$730K +$168K +5,388 +31%
MKW
307
Mullaney, Keating & Wright
Connecticut
$729K +$19.9K +637 +3%
W
308
WorthPointe
California
$725K +$712K +22,783 New
VT
309
Vise Technologies
New York
$711K +$698K +22,334 New
SC
310
Shearwater Capital
Colorado
$706K +$67.9K +2,173 +11%
CL
311
CLG LLC
California
$701K -$15.8K -505 -2%
FF
312
Friday Financial
Iowa
$683K +$22.1K +709 +3%
BCA
313
Bay Colony Advisors
Massachusetts
$658K +$234K +7,495 +57%
HKIMG
314
Hutchens & Kramer Investment Management Group
Indiana
$650K
AWM
315
Avondale Wealth Management
Texas
$647K
PCM
316
Peirce Capital Management
Texas
$635K
CWM
317
CarsonAllaria Wealth Management
Illinois
$630K -$15.7K -501 -2%
GLLW
318
Graves Light Lenhart Wealth
Virginia
$624K +$1.84K +59 +0.3%
PWA
319
Physician Wealth Advisors
Utah
$622K -$55.1K -1,765 -8%
FLPIM
320
F.L. Putnam Investment Management
Massachusetts
$621K -$128K -4,109 -17%
JWM
321
JDH Wealth Management
California
$611K
CCC
322
Compass Capital Corp
Massachusetts
$610K -$581K -18,595 -49%
AWP
323
Astra Wealth Partners
New Jersey
$609K -$1.13K -36 -0.2%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$608K -$180K -5,761 -23%
FVIM
325
Fort Vancouver Investment Management
Washington
$600K