DFSV icon

Dimensional US Small Cap Value ETF

547 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 62 funds opening new positions, 283 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
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
DF
501
DecisionPoint Financial
Arizona
$91.4K
ACA
502
American Capital Advisory
Idaho
$83K
RFA
503
Reyes Financial Architecture
California
$82.1K
GEA
504
Glen Eagle Advisors
New Jersey
$78.8K
SA
505
Seneschal Advisors
Washington
$78.8K
HWA
506
HHM Wealth Advisors
Tennessee
$74.8K
TLA
507
Tanglewood Legacy Advisors
Texas
$71.3K
CMP
508
Coston McIsaac & Partners
Maine
$71K
WWM
509
Western Wealth Management
Colorado
$70.1K
MEG
510
Millstone Evans Group
Colorado
$69.6K
ATPW
511
Ashton Thomas Private Wealth
Arizona
$68.1K
MFC
512
Morris Financial Concepts
South Carolina
$65K
OC
513
Oakworth Capital
Alabama
$61.6K
WTA
514
Washington Trust Advisors
Massachusetts
$61.5K
TWM
515
Topsail Wealth Management
North Carolina
$51.7K
RPA
516
Redwood Park Advisors
California
$49.9K
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$49K
GCM
518
Gunpowder Capital Management
Maryland
$48.8K
SPIA
519
Steward Partners Investment Advisory
New York
$47.1K
PFBT
520
Parkside Financial Bank & Trust
Missouri
$41.1K
US Bancorp
521
US Bancorp
Minnesota
$35.8K
SWP
522
Strategic Wealth Partners
Ohio
$35.2K
SAP
523
Strategic Advisory Partners
North Carolina
$32.4K
BA
524
Blueline Advisors
New Hampshire
$31.7K
BNA
525
BankChampaign, National Association
Illinois
$28K