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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
AWM
501
Angeles Wealth Management
California
$102K +$102K +2,900 New
AT
502
Arlington Trust
Alabama
$98.6K +$99.4K +2,813 New
VWA
503
VSM Wealth Advisory
Maryland
$94.7K
RIAS
504
Rachor Investment Advisory Services
Michigan
$91.8K +$92.6K +2,620 New
DF
505
DecisionPoint Financial
Arizona
$91.4K +$30.8K +872 +50%
ACA
506
American Capital Advisory
Idaho
$83K +$83.8K +2,370 New
RFA
507
Reyes Financial Architecture
California
$82.1K +$82.8K +2,342 New
GEA
508
Glen Eagle Advisors
New Jersey
$78.8K
SA
509
Seneschal Advisors
Washington
$78.8K +$2.76K +78 +4%
HWA
510
HHM Wealth Advisors
Tennessee
$74.8K
TLA
511
Tanglewood Legacy Advisors
Texas
$71.3K
CMP
512
Coston McIsaac & Partners
Maine
$71K +$12.1K +343 +20%
MEG
513
Millstone Evans Group
Colorado
$69.6K -$283 -8 -0.4%
ATPW
514
Ashton Thomas Private Wealth
Arizona
$68.1K +$68.7K +1,943 New
MFC
515
Morris Financial Concepts
South Carolina
$65K -$35 -1 -0.1%
OC
516
Oakworth Capital
Alabama
$61.6K
WTA
517
Washington Trust Advisors
Massachusetts
$61.5K +$62.1K +1,756 New
TWM
518
Topsail Wealth Management
North Carolina
$51.7K +$52.1K +1,475 New
RPA
519
Redwood Park Advisors
California
$49.9K +$141 +4 +0.3%
Fifth Third Bancorp
520
Fifth Third Bancorp
Ohio
$49K +$37K +1,048 +300%
GCM
521
Gunpowder Capital Management
Maryland
$48.8K +$49.2K +1,393 New
SPIA
522
Steward Partners Investment Advisory
New York
$47.1K +$15.3K +434 +48%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$41.1K +$41.5K +1,173 New
US Bancorp
524
US Bancorp
Minnesota
$35.8K -$6.93K -196 -16%
SWP
525
Strategic Wealth Partners
Ohio
$35.2K +$247 +7 +0.7%