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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
KRW
401
Kaufman Rossin Wealth
Florida
$228K
SPI
402
Sutton Place Investors
New York
$221K
MWA
403
Mills Wealth Advisors
Texas
$218K +$437 +14 +0.2%
SW
404
Simplicity Wealth
New Jersey
$217K +$213K +6,811 New
RIM
405
Rockbridge Investment Management
New York
$215K +$211K +6,747 New
HC
406
Hurley Capital
New York
$215K +$16.2K +519 +8%
ATPW
407
Ashton Thomas Private Wealth
Arizona
$210K +$206K +6,593 New
AFG
408
Altiora Financial Group
Ohio
$210K -$1.59M -50,927 -89%
PTC
409
Private Trust Company
Ohio
$208K
FWM
410
Fortress Wealth Management
California
$204K +$200K +6,393 New
AWM
411
AE Wealth Management
Kansas
$186K +$75.1K +2,404 +70%
UB
412
UMB Bank
Missouri
$184K
EWA
413
EverSource Wealth Advisors
Alabama
$183K -$11.9K -382 -6%
HWM
414
Hemington Wealth Management
Virginia
$176K -$10.5K -336 -6%
SWP
415
Strategic Wealth Partners
Ohio
$146K +$144K +4,599 New
MFG
416
Mendota Financial Group
Wisconsin
$132K -$27.9K -893 -18%
WP
417
WealthShield Partners
North Carolina
$126K +$562 +18 +0.5%
LAM
418
LOM Asset Management
$111K
SRCM
419
Signature Resources Capital Management
California
$98.5K
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$90.7K
VWA
421
VSM Wealth Advisory
Maryland
$86.1K
GEA
422
Glen Eagle Advisors
New Jersey
$71.6K
SA
423
Seneschal Advisors
Washington
$65.2K +$64K +2,048 New
TLA
424
Tanglewood Legacy Advisors
Texas
$64.8K
CA
425
CoreCap Advisors
Michigan
$61.9K