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DFSV

Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

115% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 124

20% more capital invested

Capital invested by funds: $4.18B → $5.03B (+$848M)

14% more funds holding

Funds holding: 459522 (+63)

5.96% more ownership

Funds ownership: 78.47%84.43% (+6%)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

Holders
522
Holders Change
+63
Holders Change %
+13.73%
% of All Funds
6.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.71%
New
88
Increased
267
Reduced
124
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
376
Johnson Wealth Management
North Dakota
$519K +$508K +15,780 New
LCM
377
Lazari Capital Management
California
$517K -$56.5K -1,758 -10%
GM
378
GeoWealth Management
Illinois
$504K +$9.13K +284 +2%
Janney Montgomery Scott
379
Janney Montgomery Scott
Pennsylvania
$499K -$32.5K -1,010 -6%
WW
380
Wright Wealth
Georgia
$498K +$487K +15,128 New
MWP
381
Meredith Wealth Planning
Illinois
$496K +$5.92K +184 +1%
AWM
382
Austin Wealth Management
Texas
$495K -$88K -2,736 -16%
HWM
383
HB Wealth Management
Georgia
$493K
DFP
384
Donalies Financial Planning
District of Columbia
$482K +$471K +14,643 New
AC
385
AlphaCore Capital
California
$478K +$772 +24 +0.2%
EP
386
Essential Planning
New Hampshire
$477K -$43.6K -1,357 -9%
5NPW
387
55 North Private Wealth
Florida
$477K +$466K +14,493 New
CPWM
388
Cypress Point Wealth Management
Texas
$466K
OFS
389
Opus Financial Solutions
Illinois
$460K +$450K +13,995 New
RWA
390
Redmont Wealth Advisors
Illinois
$452K +$16.7K +518 +4%
CWM
391
Capstone Wealth Management
Montana
$450K +$440K +13,669 New
NL
392
NWAM LLC
Washington
$444K
LKBC
393
L.K. Benson & Company
Maryland
$442K -$418 -13 -0.1%
VAMG
394
Voisard Asset Management Group
Michigan
$439K +$84.9K +2,640 +25%
THL
395
Tillman Hartley LLC
Colorado
$438K +$53.1K +1,651 +14%
HW
396
Hancock Whitney
Mississippi
$437K +$154K +4,784 +56%
CA
397
Clearstead Advisors
Ohio
$437K -$30.8K -959 -7%
BAM
398
Belpointe Asset Management
Nevada
$416K +$407K +12,655 New
FCA
399
Fortis Capital Advisors
Kansas
$416K +$407K +12,655 New
YWM
400
Yardley Wealth Management
Pennsylvania
$413K