DFSV icon

Dimensional US Small Cap Value ETF

440 hedge funds and large institutions have $3.65B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFP
376
Triune Financial Partners
Kansas
$237K
AFGAS
377
Allegiance Financial Group Advisory Services
Virginia
$234K
HW
378
Hancock Whitney
Mississippi
$232K
HFA
379
Highland Financial Advisors
New Jersey
$229K
BFG
380
Berger Financial Group
Minnesota
$229K
TSWM
381
Triangle Securities Wealth Management
North Carolina
$228K
CCA
382
Clarity Capital Advisors
Florida
$227K
LCM
383
Liberty Capital Management
Michigan
$222K
RWM
384
Rialto Wealth Management
New York
$221K
SPA
385
Shore Point Advisors
New Jersey
$214K
KRW
386
Kaufman Rossin Wealth
Florida
$211K
CAM
387
Cresset Asset Management
Illinois
$206K
SPI
388
Sutton Place Investors
New York
$204K
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$202K
MWA
390
Mills Wealth Advisors
Texas
$200K
PTC
391
Private Trust Company
Ohio
$192K
HC
392
Hurley Capital
New York
$183K
EWA
393
EverSource Wealth Advisors
Alabama
$180K
HWM
394
Hemington Wealth Management
Virginia
$172K
UB
395
UMB Bank
Missouri
$170K
MFG
396
Mendota Financial Group
Wisconsin
$148K
Wells Fargo
397
Wells Fargo
California
$146K
WP
398
WealthShield Partners
North Carolina
$116K
LAM
399
LOM Asset Management
$103K
AWM
400
AE Wealth Management
Kansas
$101K