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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
D.E. Shaw & Co
426
D.E. Shaw & Co
New York
$295K +$289K +8,975 New
PFS
427
Professional Financial Solutions
Virginia
$284K +$278K +8,630 New
FFG
428
First Financial Group
North Carolina
$284K +$129 +4 +0%
TFP
429
Triune Financial Partners
Kansas
$283K
BAM
430
Belleair Asset Management
Florida
$282K +$276K +8,579 New
DC
431
Davenport & Co
Virginia
$281K
NFP
432
Narus Financial Partners
Utah
$280K -$32.1K -999 -11%
BFG
433
Berger Financial Group
Minnesota
$280K +$26.3K +819 +11%
APG
434
Abacus Planning Group
South Carolina
$279K
BEAM
435
Baker Ellis Asset Management
Washington
$263K +$257K +8,000 New
SWA
436
Sax Wealth Advisors
New Jersey
$262K +$257K +7,981 New
AFGAS
437
Allegiance Financial Group Advisory Services
Virginia
$262K +$643 +20 +0.3%
E
438
Entelevest
Florida
$262K +$256K +7,957 New
OP
439
Oath Planning
Oklahoma
$253K +$247K +7,679 New
AWM
440
AE Wealth Management
Kansas
$248K +$54.7K +1,702 +29%
WMA
441
William Mack & Associates
Michigan
$247K -$7.4K -230 -3%
EF
442
Empowered Funds
Pennsylvania
$247K +$241K +7,496 New
SPA
443
Shore Point Advisors
New Jersey
$243K +$997 +31 +0.4%
SW
444
Simplicity Wealth
New Jersey
$242K +$17.6K +547 +8%
NWA
445
Northwest Wealth Advisors
Washington
$241K +$236K +7,339 New
APC
446
Aspire Private Capital
North Carolina
$240K -$43.7K -1,360 -16%
RWM
447
Rialto Wealth Management
New York
$237K -$3.51K -109 -1%
KRW
448
Kaufman Rossin Wealth
Florida
$236K
S
449
SignatureFD
Georgia
$236K +$230K +7,166 New
Wells Fargo
450
Wells Fargo
California
$234K +$201K +6,256 +730%