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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
DFP
401
Donalies Financial Planning
District of Columbia
$514K +$884 +25 +0.2%
JWM
402
Johnson Wealth Management
North Dakota
$511K -$42.1K -1,190 -8%
FLPIM
403
F.L. Putnam Investment Management
Massachusetts
$511K -$80.6K -2,280 -14%
EP
404
Essential Planning
New Hampshire
$507K -$636 -18 -0.1%
PIFP
405
Partners in Financial Planning
Virginia
$503K +$63.8K +1,804 +14%
CPWM
406
Cypress Point Wealth Management
Texas
$496K
SWM
407
Selective Wealth Management
Virginia
$488K +$465K +13,169 New
CWM
408
Capstone Wealth Management
Montana
$475K -$7.03K -199 -1%
PAG
409
Private Advisor Group
New Jersey
$474K +$260K +7,350 +119%
SWM
410
Silverlake Wealth Management
Vermont
$469K +$473K +13,376 New
VAMG
411
Voisard Asset Management Group
Michigan
$467K -$707 -20 -0.1%
YWM
412
Yardley Wealth Management
Pennsylvania
$440K
WRPWM
413
Werba Rubin Papier Wealth Management
California
$437K +$919 +26 +0.2%
LFS
414
Lutz Financial Services
Nebraska
$431K +$7.25K +205 +2%
AIM
415
Acropolis Investment Management
Missouri
$428K +$49.2K +1,393 +13%
ACP
416
Argyle Capital Partners
California
$405K +$9.4K +266 +2%
THL
417
Tillman Hartley LLC
Colorado
$403K -$64K -1,811 -14%
AWM
418
Austin Wealth Management
Texas
$402K -$108K -3,053 -21%
IWC
419
Infinity Wealth Counsel
Ohio
$395K +$28.3K +800 +8%
FC
420
Family CFO
California
$393K
EWA
421
Elevate Wealth Advisory
Georgia
$389K +$3.29K +93 +0.8%
FF
422
Frankly Finances
Florida
$382K
BAM
423
Belpointe Asset Management
Nevada
$380K -$63.7K -1,802 -14%
FCA
424
Fortis Capital Advisors
Kansas
$380K -$63.7K -1,802 -14%
LKBC
425
L.K. Benson & Company
Maryland
$379K -$92.6K -2,621 -19%