Dimensional US Small Cap Value ETF
DFSV
448 hedge funds and large institutions have $3.67B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 259 increasing their positions, 97 reducing their positions, and 28 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 97
129% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 28
12% more capital invested
Capital invested by funds: $3.28B → $3.67B (+$388M)
8% more funds holding in top 10
Funds holding in top 10: 51 → 55 (+4)
7% more funds holding
Funds holding: 418 → 448 (+30)
1.27% less ownership
Funds ownership: 79.56% → 78.28% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$65.8M |
| 2 |
Cerity Partners
New York
|
+$58.2M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$40.2M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$39.9M |
| 5 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$36.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$202M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$16M |
| 3 |
RFP
Root Financial Partners
Encinitas,
California
|
-$14.3M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$13.3M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$12.5M |
DFSV Hedge Fund Activity: Q2 2025 in Review
448 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q2 2025, worth a combined $3.67B — up 12% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new DFSV positions and 28 closed out — a net gain of 36 holders — while 259 added to existing stakes and 97 trimmed.
The largest buyer was Savant Capital, adding an estimated $65.8M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $202M sold.
- 448 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q2 2025, up from 418 in Q1 2025.
- Funds reported $3.67B of Dimensional US Small Cap Value ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 64 funds opened new Dimensional US Small Cap Value ETF positions in Q2 2025 and 28 closed out, a net change of +36 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q2 2025 was Savant Capital, an estimated $65.8M added.
- The largest Dimensional US Small Cap Value ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $202M sold.
Based on aggregated 13F filings for Q2 2025.