We are live on ! Find out more
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
CPWM
351
Cypress Point Wealth Management
Texas
$451K
SWM
352
Spire Wealth Management
Virginia
$444K +$46.8K +1,499 +12%
PMIM
353
Prudent Man Investment Management
Colorado
$438K -$1.28K -41 -0.3%
NL
354
NWAM LLC
Washington
$430K
LKBC
355
L.K. Benson & Company
Maryland
$429K +$164K +5,264 +64%
WA
356
Wealthstream Advisors
New York
$425K +$1.84K +59 +0.4%
RWA
357
Redmont Wealth Advisors
Illinois
$421K +$65.8K +2,107 +19%
LFA
358
Lauterbach Financial Advisors
Texas
$412K +$39.4K +1,260 +11%
AWM
359
Apollon Wealth Management
South Carolina
$408K -$55.3K -1,771 -12%
YWM
360
Yardley Wealth Management
Pennsylvania
$400K
PIFP
361
Partners in Financial Planning
Virginia
$398K +$1.72K +55 +0.4%
WRPWM
362
Werba Rubin Papier Wealth Management
California
$388K -$253K -8,106 -40%
LFS
363
Lutz Financial Services
Nebraska
$376K -$62 -2 -0%
THL
364
Tillman Hartley LLC
Colorado
$371K
GTAM
365
Global Trust Asset Management
Florida
$370K +$6.25K +200 +2%
ACP
366
Argyle Capital Partners
California
$353K +$65.5K +2,098 +23%
FH
367
Financial Harvest
Florida
$345K +$71.7K +2,294 +27%
VAMG
368
Voisard Asset Management Group
Michigan
$341K +$625 +20 +0.2%
FC
369
Family CFO
California
$339K
FFO
370
Fortitude Family Office
Arizona
$331K -$7.15K -229 -2%
AWA
371
Arkadios Wealth Advisors
Georgia
$330K
MSFS
372
Main Street Financial Solutions
Pennsylvania
$320K -$10.7K -342 -3%
EWA
373
Elevate Wealth Advisory
Georgia
$317K +$2.44K +78 +0.8%
CAM
374
Clark Asset Management
New Hampshire
$316K
KWA
375
Kondo Wealth Advisors
California
$316K