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DFSV

Dimensional US Small Cap Value ETF

550 hedge funds and large institutions have $5.55B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 149 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 17

91% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 149

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

10% more capital invested

Capital invested by funds: $5.03B → $5.55B (+$519M)

5% more funds holding

Funds holding: 523550 (+27)

2.79% less ownership

Funds ownership: 84.49%81.7% (-2.8%)

Holders
550
Holders Change
+27
Holders Change %
+5.16%
% of All Funds
6.77%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.81%
New
62
Increased
285
Reduced
149
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
376
Astra Wealth Partners
New Jersey
$629K
CWM
377
CarsonAllaria Wealth Management
Illinois
$628K -$57.6K -1,631 -8%
ALWM
378
Andrews Lucia Wealth Management
California
$616K -$9.9K -280 -2%
CA
379
Claris Advisors
Missouri
$605K +$15.3K +432 +3%
FDS
380
Freedom Day Solutions
Texas
$601K +$606K +17,153 New
TF
381
Tandem Financial
Colorado
$600K +$605K +17,122 New
WWM
382
Waterway Wealth Management
Texas
$586K -$1.02M -28,887 -63%
JIC
383
Joel Isaacson & Co
New York
$584K -$18.3K -519 -3%
IA
384
IFP Advisors
Florida
$581K
KPWS
385
Kestra Private Wealth Services
Texas
$581K +$17.8K +503 +3%
QCM
386
Quantinno Capital Management
New York
$580K -$287K -8,107 -33%
WW
387
Wright Wealth
Georgia
$578K +$48.4K +1,369 +9%
PMIM
388
Prudent Man Investment Management
Colorado
$577K
VP
389
Verisail Partners
Georgia
$576K
FF
390
Friday Financial
Iowa
$562K -$240K -6,794 -30%
Janney Montgomery Scott
391
Janney Montgomery Scott
Pennsylvania
$557K +$25.8K +730 +5%
SIM
392
Stratos Investment Management
Ohio
$555K -$283K -8,011 -34%
2L
393
25 LLC
Missouri
$540K -$21.6K -612 -4%
CA
394
Clearstead Advisors
Ohio
$526K +$60.9K +1,724 +13%
HWM
395
HB Wealth Management
Georgia
$526K
MWP
396
Meredith Wealth Planning
Illinois
$524K -$4.63K -131 -0.9%
LCM
397
Lazari Capital Management
California
$522K -$29.5K -835 -5%
BCA
398
Bay Colony Advisors
Massachusetts
$520K +$173K +4,905 +49%
AC
399
AlphaCore Capital
California
$519K +$10.3K +292 +2%
OFS
400
Opus Financial Solutions
Illinois
$518K +$28.3K +800 +6%