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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
Mariner
76
Mariner
Kansas
$15.4M +$2.61M +73,977 +20%
VT
77
Vise Technologies
New York
$14.9M
PWS
78
Physician Wealth Solutions
Nevada
$14.7M -$317K -8,962 -2%
APP
79
Avantax Planning Partners
Iowa
$14.5M -$234K -6,621 -2%
OA
80
Oceanside Advisors
South Carolina
$14.5M +$296K +8,388 +2%
JP Morgan Chase
81
JP Morgan Chase
New York
$14.5M +$693K +19,616 +5%
SC
82
Scratch Capital
Idaho
$14.2M +$976K +27,604 +7%
GP
83
Greenline Partners
New York
$13.6M +$62.2K +1,760 +0.5%
CPA
84
Cardiff Park Advisors
California
$13.6M +$128K +3,625 +0.9%
NWM
85
Navigoe Wealth Management
California
$12.8M +$287K +8,130 +2%
RA
86
RFG Advisory
Alabama
$12.8M +$483K +13,675 +4%
CA
87
Clune & Associates
Illinois
$12.2M +$8.57M +242,447 +230%
KAM
88
KEB Asset Management
Illinois
$12M +$226K +6,391 +2%
Financial Engines Advisors
89
Financial Engines Advisors
California
$12M +$291K +8,237 +2%
ME
90
McIlrath & Eck
Washington
$11.9M +$800K +22,639 +7%
PWMG
91
Private Wealth Management Group
New Jersey
$11.8M -$1.16M -32,936 -9%
AF
92
Advisornet Financial
Minnesota
$11.8M +$501K +14,166 +4%
PL
93
Plancorp LLC
Missouri
$11.8M -$103K -2,905 -0.9%
KAS
94
Kestra Advisory Services
Texas
$11.7M +$448K +12,668 +4%
AFA
95
Avant Financial Advisors
Texas
$11.6M +$556K +15,729 +5%
MML Investors Services
96
MML Investors Services
Massachusetts
$11.4M +$1.56M +44,091 +16%
AHL
97
Abel Hall LLC
Louisiana
$11.4M +$206K +5,826 +2%
PA
98
Pinnacle Associates
New York
$11.2M -$350K -9,900 -3%
PWMAG
99
Pinnacle Wealth Management Advisory Group
New Jersey
$11.2M -$350K -9,900 -3%
PGFC
100
Peapack-Gladstone Financial Corp
New Jersey
$11.2M -$854K -24,158 -7%