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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
MEG
426
Millstone Evans Group
Colorado
$57.6K -$35.8K -1,147 -39%
MFC
427
Morris Financial Concepts
South Carolina
$56.8K +$1.56K +50 +3%
OC
428
Oakworth Capital
Alabama
$56K +$55K +1,759 New
DF
429
DecisionPoint Financial
Arizona
$51.8K +$25.8K +827 +105%
RPA
430
Redwood Park Advisors
California
$45K -$5.97K -191 -12%
SPIA
431
Steward Partners Investment Advisory
New York
$41K -$51.9K -1,661 -56%
Comerica Bank
432
Comerica Bank
Texas
$38.7K -$906 -29 -2%
BGWM
433
Bridge Generations Wealth Management
Florida
$35.3K
US Bancorp
434
US Bancorp
Minnesota
$32.5K
LFG
435
Larson Financial Group
Missouri
$29.4K +$125 +4 +0.4%
SIC
436
SJS Investment Consulting
Ohio
$28.7K
PCA
437
Providence Capital Advisors
North Carolina
$28.5K
Wells Fargo
438
Wells Fargo
California
$27.3K -$129K -4,115 -83%
PA
439
Parallel Advisors
California
$21.7K
CMP
440
Coston McIsaac & Partners
Maine
$20K +$94 +3 +0.5%
GRP
441
Global Retirement Partners
California
$18.7K -$6.59K -211 -26%
VWM
442
Vermillion Wealth Management
Minnesota
$17K +$94 +3 +0.6%
ACA
443
Aptus Capital Advisors
Alabama
$13.9K -$9.62K -308 -41%
SS
444
Sunbelt Securities
Texas
$13.2K +$13K +415 New
CWP
445
Concord Wealth Partners
Virginia
$12.7K +$62 +2 +0.5%
TCM
446
TruNorth Capital Management
Michigan
$11.8K
GWSG
447
GPS Wealth Strategies Group
Colorado
$10.3K
GCM
448
Gables Capital Management
Florida
$9.17K
NC
449
North Capital
Utah
$7.99K +$31 +1 +0.4%
BHWM
450
Bay Harbor Wealth Management
Maryland
$6.55K +$31 +1 +0.5%