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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
PCA
301
Prosperity Capital Advisors
Ohio
$1,000K -$14.4K -448 -1%
MWA
302
Medallion Wealth Advisors
Connecticut
$993K +$13.4K +418 +1%
CPA
303
Capital Performance Advisors
California
$991K -$377K -11,728 -28%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$969K +$167K +5,207 +21%
FWM
305
FMB Wealth Management
California
$916K +$3.86K +120 +0.4%
MFA
306
McClarren Financial Advisors
Pennsylvania
$912K -$69.9K -2,172 -14%
FG
307
Foster Group
Iowa
$904K -$4.15K -129 -0.5%
WANY
308
Wealthspire Advisors (New York)
New York
$899K +$64 +2 +0%
PHWM
309
Pine Harbor Wealth Management
Maryland
$899K +$100K +3,118 +13%
Tudor Investment Corp
310
Tudor Investment Corp
Connecticut
$898K +$878K +27,312 New
CMBA
311
C.M. Bidwell & Associates
Hawaii
$859K +$2.19K +68 +0.3%
RFA
312
RTD Financial Advisors
Pennsylvania
$856K +$837K +26,021 New
CSP
313
Cary Street Partners
Virginia
$852K +$46.7K +1,452 +6%
FPI
314
Financial Plan Inc
Washington
$845K +$826K +25,689 New
BC
315
BDFS Capital
Delaware
$841K +$823K +25,577 New
TWM
316
TCFG Wealth Management
California
$839K -$47K -1,462 -5%
LWM
317
Lodestone Wealth Management
Washington
$822K -$10.5K -326 -1%
DT
318
Diversified Trust
Tennessee
$816K -$272K -8,450 -25%
RW
319
REDW Wealth
New Mexico
$813K -$3.02K -94 -0.4%
QCM
320
Quantinno Capital Management
New York
$811K +$793K +24,670 New
DFC
321
DBK Financial Counsel
Ohio
$800K +$44.4K +1,380 +6%
MKW
322
Mullaney, Keating & Wright
Connecticut
$791K +$37.1K +1,154 +5%
HSWS
323
Higgins & Schmidt Wealth Strategies
Colorado
$789K +$29.2K +909 +4%
SIM
324
Stratos Investment Management
Ohio
$784K -$9.23K -287 -1%
WCM
325
Warburton Capital Management
Oklahoma
$782K +$174K +5,424 +30%