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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
APG
451
Abacus Planning Group
South Carolina
$297K +$35 +1 +0%
EFG
452
Everest Financial Group
Minnesota
$289K +$292K +8,257 New
CCFM
453
Clear Creek Financial Management
Washington
$289K +$292K +8,252 New
BFG
454
Berger Financial Group
Minnesota
$284K -$13.7K -389 -5%
TFP
455
Triune Financial Partners
Kansas
$282K
BIG
456
Brooklyn Investment Group
New York
$281K +$63.8K +1,805 +29%
AAP
457
Arax Advisory Partners
Colorado
$281K +$237K +6,695 +505%
ADL
458
Asset Dedication LLC
California
$272K +$275K +7,768 New
OP
459
Oath Planning
Oklahoma
$269K
GPA
460
Garrison Point Advisors
California
$267K +$270K +7,627 New
SWA
461
Sax Wealth Advisors
New Jersey
$262K
SPA
462
Shore Point Advisors
New Jersey
$260K +$848 +24 +0.3%
E
463
Entelevest
Florida
$256K -$23.2K -657 -8%
KRW
464
Kaufman Rossin Wealth
Florida
$251K
APC
465
Aspire Private Capital
North Carolina
$245K -$10.9K -308 -4%
HC
466
Hurley Capital
New York
$245K +$11.1K +313 +5%
Wells Fargo
467
Wells Fargo
California
$241K -$8.09K -229 -3%
MWA
468
Mills Wealth Advisors
Texas
$240K +$212 +6 +0.1%
SPI
469
Sutton Place Investors
New York
$240K +$778 +22 +0.3%
PNC Financial Services Group
470
PNC Financial Services Group
Pennsylvania
$237K
RWM
471
Rialto Wealth Management
New York
$237K -$16.2K -458 -6%
RIM
472
Rockbridge Investment Management
New York
$236K
PTC
473
Private Trust Company
Ohio
$229K
TFP
474
Tilia Fiduciary Partners
North Carolina
$227K -$16.8K -474 -7%
GWA
475
Geometric Wealth Advisors
District of Columbia
$226K +$283 +8 +0.1%