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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
MFWP
26
Mosaic Family Wealth Partners
Missouri
$35M +$492K +13,915 +1%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$34.7M +$1.28M +36,346 +4%
LEFP
28
Leading Edge Financial Planning
Tennessee
$34M +$1.6M +45,313 +5%
SCM
29
Stordahl Capital Management
Colorado
$31.9M -$756K -21,397 -2%
EFP
30
Elser Financial Planning
Indiana
$31.8M +$32.2M +911,843 New
SWM
31
Seaside Wealth Management
California
$31.6M +$488K +13,818 +2%
UWM
32
United Wealth Management
Virginia
$31.5M +$539K +15,260 +2%
JTWM
33
Jackson Thornton Wealth Management
Alabama
$30.8M -$1.76M -49,715 -6%
AF
34
Allworth Financial
California
$30.5M +$15.2M +429,701 +97%
HI
35
Harbour Investments
Wisconsin
$30.4M +$6.42M +181,741 +27%
IAS
36
Integrity Advisory Solutions
Texas
$30.3M +$2.39M +67,640 +8%
Northern Trust
37
Northern Trust
Illinois
$29.7M +$6.75M +190,993 +29%
VBA
38
von Borstel & Associates
Oregon
$29.1M -$284K -8,031 -1%
BPA
39
Beacon Pointe Advisors
California
$28.6M -$3.43M -97,037 -11%
HighTower Advisors
40
HighTower Advisors
Illinois
$27.6M -$3.35M -94,743 -11%
Osaic Holdings
41
Osaic Holdings
Arizona
$27.4M -$6.47M -183,048 -19%
HWM
42
Hassell Wealth Management
Louisiana
$26.7M +$389K +10,995 +1%
SFA
43
Sequoia Financial Advisors
Ohio
$25.7M -$542K -15,328 -2%
IA
44
Integrity Alliance
Iowa
$24.7M +$331K +9,355 +1%
ZF
45
Zhang Financial
Michigan
$24.6M +$2.37M +66,943 +11%
DPI
46
Diversified Portfolios Inc
Michigan
$24.4M +$1.76M +49,689 +8%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$24.3M -$10.3M -290,599 -30%
RK
48
Rather & Kittrell
Tennessee
$24.2M +$332K +9,391 +1%
PAS
49
Park Avenue Securities
New York
$23.7M +$3.54M +100,097 +17%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$23.6M +$4.47M +126,376 +23%