DFSV icon

Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

436 hedge funds and large institutions have $3.64B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 252 increasing their positions, 94 reducing their positions, and 26 closing their positions.

Holders
436
Holders Change
+27
Holders Change %
+6.6%
% of All Funds
5.85%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.71%
New
63
Increased
252
Reduced
94
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$346M
2
Cerity Partners
2
Cerity Partners
New York
$89.3M
3
MG
3
Mather Group
Illinois
$190M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$78.6M
5
CCM
5
Coldstream Capital Management
Washington
$39.1M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$79.6M
3
RFP
3
Root Financial Partners
California
$23M
4
MWM
4
Modera Wealth Management
New Jersey
$72.3M
5
GWM
5
Geneos Wealth Management
Colorado
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TFO
76
Timonier Family Office
North Carolina
$10.6M 359,940 +58,385 +19%
FIM
77
Freedom Investment Management
Connecticut
$10M 340,643 +46,382 +16%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$9.96M 338,387 +8,307 +3%
KAM
79
KEB Asset Management
Illinois
$9.78M 332,285 +124,669 +60%
RA
80
RFG Advisory
Alabama
$9.73M 330,478 -149,852 -31%
PA
81
Pinnacle Associates
New York
$9.67M 328,564 +7,256 +2%
PWMAG
82
Pinnacle Wealth Management Advisory Group
New Jersey
$9.67M 328,564 +7,256 +2%
SC
83
Scratch Capital
Idaho
$9.58M 325,545 +136,292 +72%
NWM
84
Navigoe Wealth Management
California
$9.54M 324,062 +53,091 +20%
Financial Engines Advisors
85
Financial Engines Advisors
California
$9.24M 314,056 +187,782 +149%
AFA
86
Avant Financial Advisors
Texas
$9.16M 311,396 +43,551 +16%
AF
87
Advisornet Financial
Minnesota
$9.14M 310,479 +16,093 +5%
RFP
88
RCS Financial Planning
Maryland
$9M 305,939 +4,105 +1%
KAS
89
Kestra Advisory Services
Texas
$8.94M 303,678 +18,318 +6%
FAG
90
Financial Architects (Georgia)
Georgia
$8.77M 297,920 -10,775 -3%
TFA
91
Tobias Financial Advisors
Florida
$8.56M 290,788 -39,680 -12%
BAM
92
BOS Asset Management
Illinois
$8.47M 287,665 +12,940 +5%
PL
93
Plancorp LLC
Missouri
$8.46M 287,350 +162,062 +129%
BCI
94
Brinker Capital Investments
Pennsylvania
$8.43M 286,599 +233,794 +443%
AHL
95
Abel Hall LLC
Louisiana
$8.24M 279,984 -9,420 -3%
SFP
96
Sterling Financial Planning
New Jersey
$8.17M 277,710 +44,782 +19%
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$7.97M 270,739 -58,938 -18%
TIM
98
Tortoise Investment Management
New York
$7.7M 261,530 +64,501 +33%
FWMP
99
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$7.64M 259,470 +50,685 +24%
TWA
100
TCI Wealth Advisors
Arizona
$7.55M 256,488 +239,732 +1,431%
2 3
4
5 6