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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
WCM
326
Warburton Capital Management
Oklahoma
$588K +$120K +3,826 +26%
AFO
327
Aurelius Family Office
New Hampshire
$579K -$62 -2 -0%
AFP
328
Ausdal Financial Partners
Iowa
$578K +$1.28K +41 +0.2%
ALWM
329
Andrews Lucia Wealth Management
California
$570K +$312 +10 +0.1%
LCM
330
Lazari Capital Management
California
$557K -$116K -3,715 -18%
Bank of New York Mellon
331
Bank of New York Mellon
New York
$548K +$537K +17,197 New
JIC
332
Joel Isaacson & Co
New York
$545K +$2.25K +72 +0.4%
AWM
333
Austin Wealth Management
Texas
$541K +$16.6K +531 +3%
IA
334
IFP Advisors
Florida
$528K +$253K +8,105 +96%
GA
335
Greenspring Advisors
Maryland
$525K +$515K +16,491 New
HA
336
Hanover Advisors
South Carolina
$522K +$49.2K +1,576 +11%
TF
337
Tandem Financial
Colorado
$521K +$511K +16,358 New
Janney Montgomery Scott
338
Janney Montgomery Scott
Pennsylvania
$515K -$781 -25 -0.2%
TSS
339
Two Sigma Securities
New York
$515K +$505K +16,160 New
VP
340
Verisail Partners
Georgia
$513K +$20.8K +665 +4%
KPWS
341
Kestra Private Wealth Services
Texas
$505K +$1.66K +53 +0.3%
EP
342
Essential Planning
New Hampshire
$505K
2L
343
25 LLC
Missouri
$498K -$56.8K -1,819 -10%
GM
344
GeoWealth Management
Illinois
$479K +$22.9K +733 +5%
HWM
345
HB Wealth Management
Georgia
$478K -$1.34K -43 -0.3%
MWP
346
Meredith Wealth Planning
Illinois
$474K +$2.06K +66 +0.4%
CA
347
Claris Advisors
Missouri
$471K
AC
348
AlphaCore Capital
California
$462K -$218K -6,965 -32%
XT
349
XTX Topco
Cayman Islands
$461K +$452K +14,478 New
CA
350
Clearstead Advisors
Ohio
$454K +$156 +5 +0%