DFSV icon

Dimensional US Small Cap Value ETF

440 hedge funds and large institutions have $3.65B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 254 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
76
Timonier Family Office
North Carolina
$10.6M
FIM
77
Freedom Investment Management
Connecticut
$10M
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$9.96M
KAM
79
KEB Asset Management
Illinois
$9.78M
RA
80
RFG Advisory
Alabama
$9.73M
PWMAG
81
Pinnacle Wealth Management Advisory Group
New Jersey
$9.67M
PA
82
Pinnacle Associates
New York
$9.67M
SC
83
Scratch Capital
Idaho
$9.58M
NWM
84
Navigoe Wealth Management
California
$9.54M
Financial Engines Advisors
85
Financial Engines Advisors
California
$9.24M
AFA
86
Avant Financial Advisors
Texas
$9.16M
AF
87
Advisornet Financial
Minnesota
$9.14M
RFP
88
RCS Financial Planning
Maryland
$9M
KAS
89
Kestra Advisory Services
Texas
$8.94M
FAG
90
Financial Architects (Georgia)
Georgia
$8.77M
TFA
91
Tobias Financial Advisors
Florida
$8.56M
BAM
92
BOS Asset Management
Illinois
$8.47M
PL
93
Plancorp LLC
Missouri
$8.46M
BCI
94
Brinker Capital Investments
Pennsylvania
$8.43M
AHL
95
Abel Hall LLC
Louisiana
$8.24M
SFP
96
Sterling Financial Planning
New Jersey
$8.17M
PGFC
97
Peapack-Gladstone Financial Corp
New Jersey
$7.97M
BCA
98
Ballentine Capital Advisors
South Carolina
$7.8M
TIM
99
Tortoise Investment Management
New York
$7.7M
FWMP
100
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$7.64M