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DFSV

Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

115% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 124

20% more capital invested

Capital invested by funds: $4.18B → $5.03B (+$848M)

14% more funds holding

Funds holding: 459522 (+63)

5.96% more ownership

Funds ownership: 78.47%84.43% (+6%)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

Holders
522
Holders Change
+63
Holders Change %
+13.73%
% of All Funds
6.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.71%
New
88
Increased
267
Reduced
124
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
Integris Wealth Management
California
$20M +$1.07M +33,254 +6%
KF
52
Krilogy Financial
Missouri
$19.9M +$352K +10,940 +2%
OIA
53
OneDigital Investment Advisors
Kansas
$19.8M +$3.71M +115,211 +24%
CPIG
54
Chicago Partners Investment Group
Illinois
$19.5M +$400K +12,446 +2%
EFN
55
Equita Financial Network
Pennsylvania
$19.4M +$999K +31,057 +6%
NA
56
NewEdge Advisors
Louisiana
$19.3M -$4.57M -142,175 -20%
PAS
57
Park Avenue Securities
New York
$18.9M +$560K +17,408 +3%
WDG
58
Wealth Dimensions Group
Ohio
$18.3M +$1.76M +54,840 +11%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$18.1M +$14.7M +457,270 +491%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$18M +$542K +16,858 +3%
AFA
61
Alpha Financial Advisors
North Carolina
$17.4M +$1.06M +32,914 +7%
WAN
62
Wealth Advisors Northwest
Oregon
$17.3M +$721K +22,426 +4%
GWM
63
Geneos Wealth Management
Colorado
$16.2M +$295K +9,170 +2%
GFA
64
Grunden Financial Advisory
Texas
$15.3M +$376K +11,700 +3%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$15.1M +$12.8M +396,836 +626%
PWM
66
Perigon Wealth Management
California
$15.1M +$539K +16,771 +4%
CWD
67
Clarity Wealth Development
Oregon
$14.9M +$1.59M +49,467 +12%
VT
68
Vise Technologies
New York
$14.9M +$13.9M +430,904 +1,929%
TCOTS
69
Trust Company of the South
North Carolina
$14.7M +$191K +5,928 +1%
AF
70
Allworth Financial
California
$14.5M +$91K +2,830 +0.6%
Betterment LLC
71
Betterment LLC
New York
$14.3M +$280K +8,720 +2%
TFO
72
Timonier Family Office
North Carolina
$14.2M +$923K +28,699 +7%
WDL
73
Well Done LLC
Michigan
$14.1M -$348K -10,831 -2%
PWS
74
Physician Wealth Solutions
Nevada
$14.1M -$192K -5,980 -1%
APP
75
Avantax Planning Partners
Iowa
$13.8M +$1.64K +51 +0%