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DFSV

Dimensional US Small Cap Value ETF
DFSV

448 hedge funds and large institutions have $3.67B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 259 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 97

129% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 28

12% more capital invested

Capital invested by funds: $3.28B → $3.67B (+$388M)

8% more funds holding in top 10

Funds holding in top 10: 51 → 55 (+4)

7% more funds holding

Funds holding: 418 → 448 (+30)

1.27% less ownership

Funds ownership: 79.56% → 78.28% (-1.3%)

Holders
448
Holders Change
+30
Holders Change %
+7.18%
% of All Funds
5.9%
Holding in Top 10
55
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.84%
% of All Funds
0.72%
New
64
Increased
259
Reduced
97
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$65.8M
2
Cerity Partners
Cerity Partners
New York
+$58.2M
3
MG
Mather Group
Illinois
+$40.2M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$39.9M
5
CCM
Coldstream Capital Management
Washington
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
-$202M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$16M
3
RFP
Root Financial Partners
California
-$14.3M
4
MWM
Modera Wealth Management
New Jersey
-$13.3M
5
GWM
Geneos Wealth Management
Colorado
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$366K -$80.4K -2,902 -19%
LFS
352
Lutz Financial Services
Nebraska
$348K +$327K +11,818 New
BWMG
353
Bannerman Wealth Management Group
Texas
$345K +$22.9K +826 +8%
LFA
354
Lauterbach Financial Advisors
Texas
$344K -$213K -7,676 -40%
THL
355
Tillman Hartley LLC
Colorado
$343K +$166 +6 +0.1%
GTAM
356
Global Trust Asset Management
Florida
$336K -$361K -13,043 -53%
RWA
357
Redmont Wealth Advisors
Illinois
$327K +$13.9K +503 +5%
VAMG
358
Voisard Asset Management Group
Michigan
$315K +$296K +10,701 New
FC
359
Family CFO
California
$313K +$295K +10,643 New
FFO
360
Fortitude Family Office
Arizona
$312K +$294K +10,612 New
MSFS
361
Main Street Financial Solutions
Pennsylvania
$306K -$23.5K -850 -8%
AWA
362
Arkadios Wealth Advisors
Georgia
$305K -$2.21K -80 -0.8%
KWA
363
Kondo Wealth Advisors
California
$300K +$13.6K +490 +5%
CAM
364
Clark Asset Management
New Hampshire
$292K +$275K +9,932 New
USCWA
365
U.S. Capital Wealth Advisors
Texas
$292K -$1.36K -49 -0.5%
EWA
366
Elevate Wealth Advisory
Georgia
$291K +$415 +15 +0.2%
FCM
367
Fortis Capital Management
Washington
$288K +$1.27K +46 +0.5%
BHWM
368
Beaird Harris Wealth Management
Texas
$280K – – –
OC
369
Optima Capital
Oregon
$275K +$609 +22 +0.2%
AIM
370
Acropolis Investment Management
Missouri
$268K – – –
IWC
371
Infinity Wealth Counsel
Ohio
$268K +$46.4K +1,675 +23%
SAI
372
Savvy Advisors Inc
New York
$267K -$8.03K -290 -3%
ACP
373
Argyle Capital Partners
California
$264K +$1.44K +52 +0.6%
NFP
374
Narus Financial Partners
Utah
$258K -$69.5K -2,511 -22%
TFP
375
Tilia Fiduciary Partners
North Carolina
$253K +$238K +8,610 New
13 14
15
16 17

DFSV Hedge Fund Activity: Q2 2025 in Review

448 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q2 2025, worth a combined $3.67B — up 12% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFSV positions and 28 closed out — a net gain of 36 holders — while 259 added to existing stakes and 97 trimmed.

The largest buyer was Savant Capital, adding an estimated $65.8M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $202M sold.

  • 448 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q2 2025, up from 418 in Q1 2025.
  • Funds reported $3.67B of Dimensional US Small Cap Value ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 64 funds opened new Dimensional US Small Cap Value ETF positions in Q2 2025 and 28 closed out, a net change of +36 holders.
  • The largest Dimensional US Small Cap Value ETF buyer in Q2 2025 was Savant Capital, an estimated $65.8M added.
  • The largest Dimensional US Small Cap Value ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $202M sold.

Based on aggregated 13F filings for Q2 2025.