DFSV icon

Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
401
Argyle Capital Partners
California
$372K
FC
402
Family CFO
California
$369K
EWA
403
Elevate Wealth Advisory
Georgia
$362K
FF
404
Frankly Finances
Florida
$359K
PWM
405
Platform Wealth Management
Utah
$357K
AIM
406
Acropolis Investment Management
Missouri
$356K
TCM
407
Triumph Capital Management
Colorado
$352K
LCM
408
Liberty Capital Management
Michigan
$347K
TI
409
tru Independence
Oregon
$346K
IWC
410
Infinity Wealth Counsel
Ohio
$345K
FFO
411
Fortitude Family Office
Arizona
$336K
AWA
412
Arkadios Wealth Advisors
Georgia
$330K
AWM
413
Apollon Wealth Management
South Carolina
$330K
BCA
414
Bay Colony Advisors
Massachusetts
$327K
CCA
415
Clarity Capital Advisors
Florida
$319K
USCWA
416
U.S. Capital Wealth Advisors
Texas
$319K
BHWM
417
Beaird Harris Wealth Management
Texas
$315K
KWA
418
Kondo Wealth Advisors
California
$313K
OC
419
Optima Capital
Oregon
$309K
TSWM
420
Triangle Securities Wealth Management
North Carolina
$306K
FCM
421
Fortis Capital Management
Washington
$302K
FH
422
Financial Harvest
Florida
$298K
D.E. Shaw & Co
423
D.E. Shaw & Co
New York
$295K
PFS
424
Professional Financial Solutions
Virginia
$284K
FFG
425
First Financial Group
North Carolina
$284K