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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
SAP
526
Strategic Advisory Partners
North Carolina
$32.4K +$32.7K +925 New
BA
527
Blueline Advisors
New Hampshire
$31.7K -$1.24K -35 -4%
BNA
528
BankChampaign National Association
Illinois
$28K -$395K -11,166 -93%
SIC
529
SJS Investment Consulting
Ohio
$26.3K
HFS
530
Horizon Financial Services
North Carolina
$26.1K +$26.3K +744 New
KFG
531
Kingdom Financial Group
Arizona
$24K +$71 +2 +0.3%
LAS
532
Lloyd Advisory Services
Georgia
$24K +$24.2K +684 New
PA
533
Parallel Advisors
California
$23.8K
FCG
534
Financial Connections Group
California
$20K +$20.7K +586 New
VWM
535
Vermillion Wealth Management
Minnesota
$18.9K +$71 +2 +0.4%
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
SS
537
Sunbelt Securities
Texas
$14.5K
VAI
538
Vanguard Advisers Inc
Pennsylvania
$13.9K +$14K +396 New
ACA
539
Aptus Capital Advisors
Alabama
$12.9K -$71 -2 -0.5%
GWANC
540
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.9K +$13K +368 New
DCM
541
Dorato Capital Management
Colorado
$12.4K
GCM
542
Gables Capital Management
Florida
$10.1K
BHWM
543
Bay Harbor Wealth Management
Maryland
$7.27K
VCM
544
Versant Capital Management
Arizona
$7.18K +$2.37K +67 +49%
JWA
545
JFS Wealth Advisors
Pennsylvania
$5.43K
SFG
546
Strive Financial Group
Indiana
$3K
CT
547
Colonial Trust
South Carolina
$2.7K
Simplex Trading
548
Simplex Trading
Illinois
$770 +$778 +22 New
RDFA
549
Ritter Daniher Financial Advisory
Ohio
$746 +$212 +6 +40%
BWL
550
Bogart Wealth LLC
Virginia
$105