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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
JP Morgan Chase
76
JP Morgan Chase
New York
$12.4M +$1.63M +52,328 +15%
GP
77
Greenline Partners
New York
$12.3M +$242K +7,754 +2%
Mariner
78
Mariner
Kansas
$11.6M +$112K +3,570 +1%
TFA
79
Tobias Financial Advisors
Florida
$11.6M +$2.29M +73,188 +25%
NWM
80
Navigoe Wealth Management
California
$11.3M +$938K +30,009 +9%
SC
81
Scratch Capital
Idaho
$11.2M +$794K +25,408 +8%
RA
82
RFG Advisory
Alabama
$10.9M +$378K +12,111 +4%
FWMP
83
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$10.6M +$2.32M +74,192 +29%
MPCL
84
My Personal CFO LLC
Washington
$10.6M +$10.4M +333,662 New
KAM
85
KEB Asset Management
Illinois
$10.6M +$4.87K +156 +0%
Financial Engines Advisors
86
Financial Engines Advisors
California
$10.5M +$525K +16,792 +5%
PA
87
Pinnacle Associates
New York
$10.5M
PWMAG
88
Pinnacle Wealth Management Advisory Group
New Jersey
$10.5M
AFA
89
Avant Financial Advisors
Texas
$10.4M +$483K +15,464 +5%
FIM
90
Freedom Investment Management
Connecticut
$10.1M -$766K -24,522 -7%
KAS
91
Kestra Advisory Services
Texas
$10.1M +$377K +12,053 +4%
AF
92
Advisornet Financial
Minnesota
$10M +$138K +4,415 +1%
RFP
93
RCS Financial Planning
Maryland
$9.84M +$92.9K +2,973 +1%
AHL
94
Abel Hall LLC
Louisiana
$9.78M +$851K +27,235 +10%
PWM
95
PBMares Wealth Management
Virginia
$9.71M +$1.55M +49,686 +19%
FAG
96
Financial Architects (Georgia)
Georgia
$9.69M +$201K +6,445 +2%
PL
97
Plancorp LLC
Missouri
$9.69M +$527K +16,875 +6%
BCI
98
Brinker Capital Investments
Pennsylvania
$9.53M +$401K +12,832 +4%
BAM
99
BOS Asset Management
Illinois
$9.42M +$259K +8,290 +3%
PGFC
100
Peapack-Gladstone Financial Corp
New Jersey
$9.13M +$501K +16,048 +6%