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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$33.5M -$646K -20,088 -2%
MFWP
27
Mosaic Family Wealth Partners
Missouri
$32.4M -$701K -21,803 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$31.7M +$40.7K +1,265 +0.1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$31.4M +$1.48M +46,078 +5%
JTWM
30
Jackson Thornton Wealth Management
Alabama
$30.9M -$131K -4,064 -0.4%
SCM
31
Stordahl Capital Management
Colorado
$30.6M +$267K +8,312 +0.9%
LEFP
32
Leading Edge Financial Planning
Tennessee
$30.4M +$2.22M +68,983 +8%
BPA
33
Beacon Pointe Advisors
California
$30M -$6.45M -200,688 -18%
SWM
34
Seaside Wealth Management
California
$29.2M +$1.37M +42,612 +5%
UWM
35
United Wealth Management
Virginia
$29.1M +$1.03M +32,026 +4%
HighTower Advisors
36
HighTower Advisors
Illinois
$29M +$36.2K +1,126 +0.1%
VBA
37
von Borstel & Associates
Oregon
$27.5M +$507K +15,749 +2%
HWM
38
Hassell Wealth Management
Louisiana
$26.2M +$165K +5,125 +0.7%
IAS
39
Integrity Advisory Solutions
Texas
$26.2M +$2.59M +80,376 +11%
SFA
40
Sequoia Financial Advisors
Ohio
$24.6M +$19.8M +616,175 +468%
IA
41
Integrity Alliance
Iowa
$22.9M +$1.92M +59,546 +9%
HI
42
Harbour Investments
Wisconsin
$22.5M +$22M +684,890 New
RK
43
Rather & Kittrell
Tennessee
$22.4M +$1.08M +33,608 +5%
Northern Trust
44
Northern Trust
Illinois
$21.6M -$126K -3,909 -0.6%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$21.6M +$3.57M +110,992 +20%
SIAG
46
Safeguard Investment Advisory Group
California
$21.5M -$1.17M -36,261 -5%
RS
47
Retirement Solution
Washington
$21.5M +$548K +17,036 +3%
DPI
48
Diversified Portfolios Inc
Michigan
$21.2M +$1.72M +53,439 +9%
ZF
49
Zhang Financial
Michigan
$20.9M +$206K +6,399 +1%
RFP
50
Root Financial Partners
California
$20.3M -$8.34M -259,185 -30%