DFSV icon

Dimensional US Small Cap Value ETF

549 hedge funds and large institutions have $5.53B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 284 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
501
VSM Wealth Advisory
Maryland
$94.7K
RIAS
502
Rachor Investment Advisory Services
Michigan
$91.8K
DF
503
DecisionPoint Financial
Arizona
$91.4K
ACA
504
American Capital Advisory
Idaho
$83K
RFA
505
Reyes Financial Architecture
California
$82.1K
GEA
506
Glen Eagle Advisors
New Jersey
$78.8K
SA
507
Seneschal Advisors
Washington
$78.8K
HWA
508
HHM Wealth Advisors
Tennessee
$74.8K
TLA
509
Tanglewood Legacy Advisors
Texas
$71.3K
CMP
510
Coston McIsaac & Partners
Maine
$71K
WWM
511
Western Wealth Management
Colorado
$70.1K
MEG
512
Millstone Evans Group
Colorado
$69.6K
ATPW
513
Ashton Thomas Private Wealth
Arizona
$68.1K
MFC
514
Morris Financial Concepts
South Carolina
$65K
OC
515
Oakworth Capital
Alabama
$61.6K
WTA
516
Washington Trust Advisors
Massachusetts
$61.5K
TWM
517
Topsail Wealth Management
North Carolina
$51.7K
RPA
518
Redwood Park Advisors
California
$49.9K
Fifth Third Bancorp
519
Fifth Third Bancorp
Ohio
$49K
GCM
520
Gunpowder Capital Management
Maryland
$48.8K
SPIA
521
Steward Partners Investment Advisory
New York
$47.1K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$41.1K
US Bancorp
523
US Bancorp
Minnesota
$35.8K
SWP
524
Strategic Wealth Partners
Ohio
$35.2K
SAP
525
Strategic Advisory Partners
North Carolina
$32.4K