DFSV icon

Dimensional US Small Cap Value ETF

448 hedge funds and large institutions have $4.15B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 242 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Park Avenue Securities
New York
$17.8M
KF
52
Krilogy Financial
Missouri
$17.5M
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$17.4M
CPIG
54
Chicago Partners Investment Group
Illinois
$17.3M
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$16.9M
TWP
56
Total Wealth Planning
Ohio
$16.3M
WAN
57
Wealth Advisors Northwest
Oregon
$16M
WDG
58
Wealth Dimensions Group
Ohio
$15.9M
AFA
59
Alpha Financial Advisors
North Carolina
$15.8M
OIA
60
OneDigital Investment Advisors
Kansas
$15.5M
GWM
61
Geneos Wealth Management
Colorado
$15.4M
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$15.3M
GFA
63
Grunden Financial Advisory
Texas
$14.4M
PWM
64
Perigon Wealth Management
California
$14M
TCOTS
65
Trust Company of the South
North Carolina
$14M
WDL
66
Well Done LLC
Michigan
$14M
PWS
67
Physician Wealth Solutions
Nevada
$13.8M
Betterment LLC
68
Betterment LLC
New York
$13.6M
APP
69
Avantax Planning Partners
Iowa
$13.4M
CWD
70
Clarity Wealth Development
Oregon
$12.9M
TFO
71
Timonier Family Office
North Carolina
$12.8M
OA
72
Oceanside Advisors
South Carolina
$12.8M
PWMG
73
Private Wealth Management Group
New Jersey
$12.5M
CPA
74
Cardiff Park Advisors
California
$12.5M
JP Morgan Chase
75
JP Morgan Chase
New York
$12.4M