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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
FA
476
Forefront Analytics
Pennsylvania
$222K +$224K +6,341 New
AFG
477
Atomi Financial Group
New York
$216K +$218K +6,163 New
SIM
478
Studio Investment Management
Illinois
$214K +$216K +6,110 New
HWMT
479
Heritage Wealth Management (Texas)
Texas
$213K +$215K +6,091 New
NWA
480
Northwest Wealth Advisors
Washington
$213K -$44.9K -1,271 -17%
PCI
481
Planning Center Inc
Illinois
$212K +$214K +6,050 New
SDWIA
482
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K +$214K +6,047 New
BFA
483
Beacon Financial Advisory
Ohio
$209K +$211K +5,959 New
Tudor Investment Corp
484
Tudor Investment Corp
Connecticut
$208K -$755K -21,373 -78%
CGPCS
485
Capital Group Private Client Services
California
$207K +$209K +5,905 New
CFA
486
Cahill Financial Advisors
Minnesota
$202K +$204K +5,778 New
UB
487
UMB Bank
Missouri
$202K
MOS
488
MGO One Seven
Ohio
$201K +$202K +5,723 New
GWM
489
Gilpin Wealth Management
Colorado
$198K
RG
490
RHL Group
Michigan
$184K +$10.3K +291 +6%
GSEP
491
Golden State Equity Partners
California
$170K +$172K +4,862 New
LAM
492
LOM Asset Management
$144K
IA
493
IFG Advisory
Georgia
$142K -$3.44M -97,428 -96%
WP
494
WealthShield Partners
North Carolina
$139K +$459 +13 +0.3%
OA
495
Operose Advisors
Wisconsin
$139K +$27.9K +789 +25%
1CP
496
1015 Capital Partners
Pennsylvania
$126K +$91.9K +2,600 +260%
CA
497
CoreCap Advisors
Michigan
$125K +$57.4K +1,623 +83%
GTAM
498
Global Trust Asset Management
Florida
$117K
SRCM
499
Signature Resources Capital Management
California
$115K -$3.29K -93 -3%
CFB
500
Cullen/Frost Bankers
Texas
$112K +$113K +3,200 New