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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
PIFP
401
Partners in Financial Planning
Virginia
$413K +$1.74K +54 +0.4%
WRPWM
402
Werba Rubin Papier Wealth Management
California
$409K +$8.04K +250 +2%
LFS
403
Lutz Financial Services
Nebraska
$398K +$9.42K +293 +2%
ACP
404
Argyle Capital Partners
California
$372K +$6.98K +217 +2%
FC
405
Family CFO
California
$369K +$18.4K +571 +5%
EWA
406
Elevate Wealth Advisory
Georgia
$362K +$33.9K +1,053 +11%
FF
407
Frankly Finances
Florida
$359K +$351K +10,901 New
PWM
408
Platform Wealth Management
Utah
$357K +$349K +10,853 New
AIM
409
Acropolis Investment Management
Missouri
$356K +$54.8K +1,705 +19%
TCM
410
Triumph Capital Management
Colorado
$352K +$344K +10,698 New
LCM
411
Liberty Capital Management
Michigan
$347K +$62.4K +1,939 +23%
TI
412
tru Independence
Oregon
$346K +$338K +10,514 New
IWC
413
Infinity Wealth Counsel
Ohio
$345K +$41.2K +1,280 +14%
FFO
414
Fortitude Family Office
Arizona
$336K -$5.15K -160 -2%
AWA
415
Arkadios Wealth Advisors
Georgia
$330K -$10.6K -330 -3%
AWM
416
Apollon Wealth Management
South Carolina
$330K -$90.1K -2,800 -22%
BCA
417
Bay Colony Advisors
Massachusetts
$327K -$345K -10,731 -52%
CCA
418
Clarity Capital Advisors
Florida
$319K +$62.6K +1,946 +25%
USCWA
419
U.S. Capital Wealth Advisors
Texas
$319K -$4.31K -134 -1%
BHWM
420
Beaird Harris Wealth Management
Texas
$315K +$1.32K +41 +0.4%
KWA
421
Kondo Wealth Advisors
California
$313K -$13.1K -408 -4%
OC
422
Optima Capital
Oregon
$309K +$675 +21 +0.2%
TSWM
423
Triangle Securities Wealth Management
North Carolina
$306K +$27.1K +842 +10%
FCM
424
Fortis Capital Management
Washington
$302K +$1.25K +39 +0.4%
FH
425
Financial Harvest
Florida
$298K -$57.3K -1,782 -16%