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DFSV

Dimensional US Small Cap Value ETF

460 hedge funds and large institutions have $4.18B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 250 increasing their positions, 115 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

117% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 115

14% more capital invested

Capital invested by funds: $3.67B → $4.18B (+$511M)

6% more funds holding in top 10

Funds holding in top 10: 5457 (+3)

3% more funds holding

Funds holding: 447460 (+13)

0.26% more ownership

Funds ownership: 78.22%78.47% (+0.26%)

Holders
460
Holders Change
+13
Holders Change %
+2.91%
% of All Funds
6.04%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.75%
New
35
Increased
250
Reduced
115
Closed
14
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 +$14.5M +464,937 +496%
KF
52
Krilogy Financial
Missouri
$17.5M +$1.16M +37,153 +7%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$17.4M -$7.29M -233,359 -30%
CPIG
54
Chicago Partners Investment Group
Illinois
$17.3M +$910K +29,121 +6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$16.9M -$246K -7,874 -1%
TWP
56
Total Wealth Planning
Ohio
$16.3M +$370K +11,850 +2%
WAN
57
Wealth Advisors Northwest
Oregon
$16M -$323K -10,345 -2%
WDG
58
Wealth Dimensions Group
Ohio
$15.9M +$1.38M +44,134 +10%
AFA
59
Alpha Financial Advisors
North Carolina
$15.8M +$727K +23,267 +5%
OIA
60
OneDigital Investment Advisors
Kansas
$15.5M +$1.01M +32,249 +7%
GWM
61
Geneos Wealth Management
Colorado
$15.4M -$17.5K -560 -0.1%
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$15.3M -$18.2K -583 -0.1%
GFA
63
Grunden Financial Advisory
Texas
$14.4M +$1.16M +37,278 +9%
PWM
64
Perigon Wealth Management
California
$14M +$529K +16,921 +4%
TCOTS
65
Trust Company of the South
North Carolina
$14M +$346K +11,088 +3%
WDL
66
Well Done LLC
Michigan
$14M +$61.3K +1,963 +0.4%
AF
67
Allworth Financial
California
$14M -$449K -14,371 -3%
PWS
68
Physician Wealth Solutions
Nevada
$13.8M -$48.2K -1,542 -0.4%
Betterment LLC
69
Betterment LLC
New York
$13.6M +$837K +26,800 +7%
APP
70
Avantax Planning Partners
Iowa
$13.4M -$257K -8,240 -2%
CWD
71
Clarity Wealth Development
Oregon
$12.9M +$724K +23,174 +6%
TFO
72
Timonier Family Office
North Carolina
$12.8M +$1.32M +42,406 +12%
OA
73
Oceanside Advisors
South Carolina
$12.8M +$158K +5,055 +1%
PWMG
74
Private Wealth Management Group
New Jersey
$12.5M -$351K -11,238 -3%
CPA
75
Cardiff Park Advisors
California
$12.5M -$56.8K -1,819 -0.5%