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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
SIC
501
SJS Investment Consulting
Ohio
$24.7K -$4.83K -150 -17%
KFG
502
Kingdom Financial Group
Arizona
$22.4K +$21.9K +682 New
PA
503
Parallel Advisors
California
$22.4K
VWM
504
Vermillion Wealth Management
Minnesota
$17.7K +$64 +2 +0.4%
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4K +$16K +498 New
SS
506
Sunbelt Securities
Texas
$13.6K
ACA
507
Aptus Capital Advisors
Alabama
$12.2K -$2.12K -66 -15%
DCM
508
Dorato Capital Management
Colorado
$11.9K +$11K +342 New
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$11.5K -$80.4K -2,499 -88%
Qube Research & Technologies (QRT)
510
Qube Research & Technologies (QRT)
United Kingdom
$10.7K +$8.07K +251 +344%
GCM
511
Gables Capital Management
Florida
$9.47K
EA
512
Evolution Advisers
Virginia
$9K +$9.07K +282 New
BHWM
513
Bay Harbor Wealth Management
Maryland
$6.8K +$32 +1 +0.5%
UBS Group
514
UBS Group
Switzerland
$6.58K -$1.32M -40,996 -100%
JWA
515
JFS Wealth Advisors
Pennsylvania
$5.1K
VCM
516
Versant Capital Management
Arizona
$4.54K
TAM
517
Tucker Asset Management
Colorado
$3.29K +$3.22K +100 New
SFG
518
Strive Financial Group
Indiana
$2.99K +$2.93K +91 New
CT
519
Colonial Trust
South Carolina
$2.53K
RDFA
520
Ritter Daniher Financial Advisory
Ohio
$500
BWL
521
Bogart Wealth LLC
Virginia
$99
MCA
522
Maryland Capital Advisors
Maryland
$99 +$32 +1 +50%
M1FG
523
Mach-1 Financial Group
Arkansas
-$22.8M -715,559 Closed
Kovitz Investment Group Partners
524
Kovitz Investment Group Partners
Illinois
-$15.3M -481,236 Closed
MPCL
525
My Personal CFO LLC
Washington
-$10.6M -333,662 Closed