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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
SA
476
Seneschal Advisors
Washington
$71.4K +$3.92K +122 +6%
HWA
477
HHM Wealth Advisors
Tennessee
$70.3K +$68.7K +2,136 New
DCM
478
Davidson Capital Management
Texas
$69.2K +$67.7K +2,105 New
TLA
479
Tanglewood Legacy Advisors
Texas
$66.9K
MEG
480
Millstone Evans Group
Colorado
$65.6K +$5.95K +185 +10%
CA
481
CoreCap Advisors
Michigan
$64K +$32 +1 +0.1%
RCM
482
Richardson Capital Management
Wisconsin
$63.4K +$62K +1,927 New
PPL
483
Planning Project LLC
Texas
$62K +$60.6K +1,884 New
MFC
484
Morris Financial Concepts
South Carolina
$61K +$2.32K +72 +4%
OC
485
Oakworth Capital
Alabama
$57.9K
DF
486
DecisionPoint Financial
Arizona
$57.1K +$3.79K +118 +7%
CMP
487
Coston McIsaac & Partners
Maine
$55K +$32.9K +1,023 +154%
RPA
488
Redwood Park Advisors
California
$46.7K +$193 +6 +0.4%
AAP
489
Arax Advisory Partners
Colorado
$43.6K +$42.7K +1,327 New
SIS
490
Sound Income Strategies
Florida
$43.6K +$40.1K +1,248 New
BNA
491
BankChampaign National Association
Illinois
$41.6K +$385K +11,966 New
US Bancorp
492
US Bancorp
Minnesota
$40K +$6.3K +196 +19%
Comerica Bank
493
Comerica Bank
Texas
$39.8K -$225 -7 -0.6%
BGWM
494
Bridge Generations Wealth Management
Florida
$36.5K
1CP
495
1015 Capital Partners
Pennsylvania
$32.9K +$32.2K +1,000 New
SWP
496
Strategic Wealth Partners
Ohio
$32.8K -$116K -3,601 -78%
CWP
497
Concord Wealth Partners
Virginia
$32.6K +$19.1K +593 +149%
BA
498
Blueline Advisors
New Hampshire
$30.9K +$30.2K +939 New
SPIA
499
Steward Partners Investment Advisory
New York
$30K -$12.1K -376 -29%
PCA
500
Providence Capital Advisors
North Carolina
$29.4K