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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
RF
451
Robinswood Financial
Washington
$6.14K
JWA
452
JFS Wealth Advisors
Pennsylvania
$4.94K
VCM
453
Versant Capital Management
Arizona
$4.39K
CT
454
Colonial Trust
South Carolina
$2.45K
Qube Research & Technologies (QRT)
455
Qube Research & Technologies (QRT)
United Kingdom
$2.32K -$8.87K -284 -80%
TRCT
456
Tower Research Capital (TRC)
New York
$1.4K -$466K -14,918 -100%
OA
457
Operose Advisors
Wisconsin
$1.05K +$1.03K +33 New
RDFA
458
Ritter Daniher Financial Advisory
Ohio
$482
BWL
459
Bogart Wealth LLC
Virginia
$96
MCA
460
Maryland Capital Advisors
Maryland
$64
SWGC
461
Summit Wealth Group (Colorado)
Colorado
-$3.44M -117,055 Closed
LWM
462
LJI Wealth Management
Indiana
-$2.33M -79,167 Closed
HWM
463
Heirloom Wealth Management
Colorado
-$1.11M -37,776 Closed
GHA
464
Granite Harbor Advisors
Texas
-$734K -24,956 Closed
ST
465
Sageworth Trust
Pennsylvania
-$622K -21,138 Closed
TC
466
TownSquare Capital
Utah
-$458K -15,557 Closed
BWMG
467
Bannerman Wealth Management Group
Texas
-$345K -11,725 Closed
Tudor Investment Corp
468
Tudor Investment Corp
Connecticut
-$250K -8,511 Closed
HFA
469
Highland Financial Advisors
New Jersey
-$229K -7,771 Closed
BIG
470
Brooklyn Investment Group
New York
-$54.8K -1,863 Closed
AAP
471
Arax Advisory Partners
Colorado
-$39.1K -1,327 Closed
TCM
472
Traub Capital Management
Massachusetts
-$13.1K -446 Closed
GWANC
473
Guardian Wealth Advisors (North Carolina)
North Carolina
-$10.8K -368 Closed
FCAS
474
First Command Advisory Services
Texas
-$265 -9 Closed