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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$31.9M +$3.26M +104,270 +12%
Osaic Holdings
27
Osaic Holdings
Arizona
$31M +$2.69M +86,122 +10%
EAM
28
Evanson Asset Management
California
$30.3M +$1.31M +42,037 +5%
SCM
29
Stordahl Capital Management
Colorado
$29.4M +$819K +26,227 +3%
JTWM
30
Jackson Thornton Wealth Management
Alabama
$29.1M -$17.2K -551 -0.1%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$28.9M +$2.35M +75,329 +9%
HighTower Advisors
32
HighTower Advisors
Illinois
$28M +$1.34M +42,750 +5%
RFP
33
Root Financial Partners
California
$27.9M +$2.94M +94,169 +12%
LEFP
34
Leading Edge Financial Planning
Tennessee
$27.2M +$1.25M +40,112 +5%
UWM
35
United Wealth Management
Virginia
$27.1M +$267K +8,555 +1%
SWM
36
Seaside Wealth Management
California
$26.9M +$379K +12,129 +1%
VBA
37
von Borstel & Associates
Oregon
$25.9M -$136K -4,355 -0.5%
HWM
38
Hassell Wealth Management
Louisiana
$23.8M +$521K +16,678 +2%
NA
39
NewEdge Advisors
Louisiana
$23.2M -$3.03M -96,909 -12%
IAS
40
Integrity Advisory Solutions
Texas
$22.8M +$22.4M +715,559 New
M1FG
41
Mach-1 Financial Group
Arkansas
$22.8M +$22.4M +715,559 New
SIAG
42
Safeguard Investment Advisory Group
California
$22M -$1.7M -54,297 -7%
Northern Trust
43
Northern Trust
Illinois
$21.1M -$3.32M -106,273 -14%
RK
44
Rather & Kittrell
Tennessee
$20.6M +$2.02M +64,504 +11%
IA
45
Integrity Alliance
Iowa
$20.3M +$638K +20,434 +3%
RS
46
Retirement Solution
Washington
$20.2M +$157K +5,025 +0.8%
ZF
47
Zhang Financial
Michigan
$20M -$906 -29 -0%
DPI
48
Diversified Portfolios Inc
Michigan
$18.9M +$1.85M +59,249 +11%
IWM
49
Integris Wealth Management
California
$18.3M +$454K +14,530 +3%
EFN
50
Equita Financial Network
Pennsylvania
$17.8M -$8.36M -267,468 -32%