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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
USCWA
376
U.S. Capital Wealth Advisors
Texas
$313K -$3.09K -99 -1%
BHWM
377
Beaird Harris Wealth Management
Texas
$304K +$1.31K +42 +0.4%
NFP
378
Narus Financial Partners
Utah
$303K +$23.5K +751 +9%
OC
379
Optima Capital
Oregon
$298K +$656 +21 +0.2%
IWC
380
Infinity Wealth Counsel
Ohio
$293K +$3.12K +100 +1%
FCM
381
Fortis Capital Management
Washington
$291K -$20.9K -670 -7%
APC
382
Aspire Private Capital
North Carolina
$276K +$6.15K +197 +2%
SAI
383
Savvy Advisors Inc
New York
$275K -$13.4K -428 -5%
FFG
384
First Financial Group
North Carolina
$274K +$269K +8,621 New
LCM
385
Liberty Capital Management
Michigan
$274K +$32.9K +1,053 +14%
DC
386
Davenport & Co
Virginia
$272K
HW
387
Hancock Whitney
Mississippi
$271K +$19.5K +623 +8%
APG
388
Abacus Planning Group
South Carolina
$270K
TSWM
389
Triangle Securities Wealth Management
North Carolina
$269K +$21.8K +699 +9%
HF
390
HRT Financial
New York
$269K +$265K +8,478 New
AIM
391
Acropolis Investment Management
Missouri
$268K
TFP
392
Triune Financial Partners
Kansas
$256K
PNC Financial Services Group
393
PNC Financial Services Group
Pennsylvania
$255K +$35.8K +1,147 +17%
AFGAS
394
Allegiance Financial Group Advisory Services
Virginia
$253K +$687 +22 +0.3%
CCA
395
Clarity Capital Advisors
Florida
$247K +$1.09K +35 +0.5%
WMA
396
William Mack & Associates
Michigan
$247K
BFG
397
Berger Financial Group
Minnesota
$245K -$2.78K -89 -1%
TFP
398
Tilia Fiduciary Partners
North Carolina
$236K -$37.6K -1,205 -14%
SPA
399
Shore Point Advisors
New Jersey
$234K +$2.5K +80 +1%
RWM
400
Rialto Wealth Management
New York
$233K -$5.56K -178 -2%