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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
TFP
451
Tilia Fiduciary Partners
North Carolina
$229K -$14.5K -452 -6%
MWA
452
Mills Wealth Advisors
Texas
$226K +$1.13K +35 +0.5%
SPI
453
Sutton Place Investors
New York
$224K -$3.89K -121 -2%
PNC Financial Services Group
454
PNC Financial Services Group
Pennsylvania
$223K -$40.3K -1,254 -16%
RIM
455
Rockbridge Investment Management
New York
$222K
HC
456
Hurley Capital
New York
$219K -$2.22K -69 -1%
PTC
457
Private Trust Company
Ohio
$215K
GWA
458
Geometric Wealth Advisors
District of Columbia
$212K +$207K +6,440 New
AFG
459
Altiora Financial Group
Ohio
$210K -$6.63K -206 -3%
GFPC
460
Global Financial Private Client
Florida
$207K +$203K +6,298 New
BIG
461
Brooklyn Investment Group
New York
$207K +$200K +6,222 New
PAG
462
Private Advisor Group
New Jersey
$203K +$199K +6,181 New
UB
463
UMB Bank
Missouri
$190K
GWM
464
Gilpin Wealth Management
Colorado
$186K +$182K +5,647 New
RG
465
RHL Group
Michigan
$163K +$159K +4,953 New
MFG
466
Mendota Financial Group
Wisconsin
$136K
LAM
467
LOM Asset Management
$135K +$19.3K +600 +17%
WP
468
WealthShield Partners
North Carolina
$130K +$515 +16 +0.4%
SRCM
469
Signature Resources Capital Management
California
$111K +$9.33K +290 +9%
GTAM
470
Global Trust Asset Management
Florida
$110K -$266K -8,272 -71%
GRP
471
Global Retirement Partners
California
$108K +$87K +2,706 +462%
OA
472
Operose Advisors
Wisconsin
$105K +$101K +3,145 +9,530%
VWA
473
VSM Wealth Advisory
Maryland
$88.9K
SWM
474
SHP Wealth Management
Massachusetts
$85.3K +$83.4K +2,592 New
GEA
475
Glen Eagle Advisors
New Jersey
$74K