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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
RS
51
Retirement Solution
Washington
$23M +$161K +4,569 +0.7%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$22.8M -$205K -5,797 -0.9%
OIA
53
OneDigital Investment Advisors
Kansas
$21.9M +$883K +24,973 +4%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$2.49M +70,371 +13%
SIAG
55
Safeguard Investment Advisory Group
California
$21.4M -$1.52M -42,967 -7%
CPIG
56
Chicago Partners Investment Group
Illinois
$21.3M +$630K +17,829 +3%
IWM
57
Integris Wealth Management
California
$21M -$347K -9,815 -2%
WDG
58
Wealth Dimensions Group
Ohio
$20.4M +$911K +25,776 +5%
KF
59
Krilogy Financial
Missouri
$20.3M -$360K -10,197 -2%
WAN
60
Wealth Advisors Northwest
Oregon
$19.3M +$906K +25,648 +5%
RFP
61
Root Financial Partners
California
$18.3M -$3.4M -96,238 -16%
AFA
62
Alpha Financial Advisors
North Carolina
$18.1M -$480K -13,571 -3%
NA
63
NewEdge Advisors
Louisiana
$17.8M -$2.71M -76,812 -13%
EFN
64
Equita Financial Network
Pennsylvania
$17.6M -$3.11M -88,027 -15%
PWM
65
Perigon Wealth Management
California
$17.1M +$1.07M +30,340 +7%
GWM
66
Geneos Wealth Management
Colorado
$17M -$246K -6,952 -1%
CWD
67
Clarity Wealth Development
Oregon
$16.8M +$955K +27,016 +6%
WDL
68
Well Done LLC
Michigan
$16.4M +$1.4M +39,550 +9%
FWMP
69
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$16.2M +$2.24M +63,401 +16%
FFA
70
Farther Finance Advisors
California
$16M +$1.8M +51,009 +13%
AC
71
Apella Capital
Connecticut
$15.9M +$13.4M +378,802 +760%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$15.8M -$314K -8,876 -2%
TFA
73
Tobias Financial Advisors
Florida
$15.7M +$1.18M +33,339 +8%
Betterment LLC
74
Betterment LLC
New York
$15.7M +$450K +12,729 +3%
TCOTS
75
Trust Company of the South
North Carolina
$15.6M -$47.4K -1,340 -0.3%