DFSV icon

Dimensional US Small Cap Value ETF

547 hedge funds and large institutions have $5.53B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
51
Retirement Solution
Washington
$23M
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$22.8M
OIA
53
OneDigital Investment Advisors
Kansas
$21.9M
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$21.8M
SIAG
55
Safeguard Investment Advisory Group
California
$21.4M
CPIG
56
Chicago Partners Investment Group
Illinois
$21.3M
IWM
57
Integris Wealth Management
California
$21M
WDG
58
Wealth Dimensions Group
Ohio
$20.4M
KF
59
Krilogy Financial
Missouri
$20.3M
WAN
60
Wealth Advisors Northwest
Oregon
$19.3M
RFP
61
Root Financial Partners
California
$18.3M
AFA
62
Alpha Financial Advisors
North Carolina
$18.1M
EFN
63
Equita Financial Network
Pennsylvania
$17.6M
PWM
64
Perigon Wealth Management
California
$17.1M
GWM
65
Geneos Wealth Management
Colorado
$17M
CWD
66
Clarity Wealth Development
Oregon
$16.8M
WDL
67
Well Done LLC
Michigan
$16.4M
FWMP
68
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$16.2M
FFA
69
Farther Finance Advisors
California
$16M
AC
70
Apella Capital
Connecticut
$15.9M
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$15.8M
TFA
72
Tobias Financial Advisors
Florida
$15.7M
Betterment LLC
73
Betterment LLC
New York
$15.7M
TCOTS
74
Trust Company of the South
North Carolina
$15.6M
Mariner
75
Mariner
Kansas
$15.4M