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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
TI
426
tru Independence
Oregon
$368K
AWA
427
Arkadios Wealth Advisors
Georgia
$365K +$13K +367 +4%
FFO
428
Fortitude Family Office
Arizona
$358K
AWM
429
Apollon Wealth Management
South Carolina
$354K +$2.19K +62 +0.6%
FFG
430
First Financial Group
North Carolina
$344K +$42.3K +1,197 +14%
CCA
431
Clarity Capital Advisors
Florida
$341K +$919 +26 +0.3%
SM
432
Sensible Money
Arizona
$340K +$343K +9,705 New
BHWM
433
Beaird Harris Wealth Management
Texas
$337K +$1.13K +32 +0.3%
KWA
434
Kondo Wealth Advisors
California
$334K
AFGAS
435
Allegiance Financial Group Advisory Services
Virginia
$333K +$54.1K +1,532 +19%
PCM
436
Passive Capital Management
Maryland
$330K +$333K +9,424 New
OC
437
Optima Capital
Oregon
$329K +$778 +22 +0.2%
FCM
438
Fortis Capital Management
Washington
$326K +$5.3K +150 +2%
AWM
439
AE Wealth Management
Kansas
$325K +$61.5K +1,739 +23%
FH
440
Financial Harvest
Florida
$317K
USCWA
441
U.S. Capital Wealth Advisors
Texas
$317K -$22.9K -647 -7%
TCM
442
Triumph Capital Management
Colorado
$315K -$60.8K -1,719 -16%
CWP
443
Concord Wealth Partners
Virginia
$313K +$281K +7,941 +801%
5NPW
444
55 North Private Wealth
Florida
$312K -$198K -5,600 -39%
PFS
445
Professional Financial Solutions
Virginia
$307K +$4.42K +125 +1%
HW
446
Hancock Whitney
Mississippi
$305K -$163K -4,599 -35%
NFP
447
Narus Financial Partners
Utah
$303K +$4.81K +136 +2%
BAM
448
Belleair Asset Management
Florida
$301K
DC
449
Davenport & Co
Virginia
$299K
SW
450
Simplicity Wealth
New Jersey
$299K +$41.5K +1,173 +16%