DFSV icon

Dimensional US Small Cap Value ETF

455 hedge funds and large institutions have $4.17B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 247 increasing their positions, 114 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
JP Morgan Chase
76
JP Morgan Chase
New York
$12.4M
GP
77
Greenline Partners
New York
$12.3M
Mariner
78
Mariner
Kansas
$11.6M
TFA
79
Tobias Financial Advisors
Florida
$11.6M
NWM
80
Navigoe Wealth Management
California
$11.3M
SC
81
Scratch Capital
Idaho
$11.2M
RA
82
RFG Advisory
Alabama
$10.9M
FWMP
83
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$10.6M
MPCL
84
My Personal CFO LLC
Washington
$10.6M
KAM
85
KEB Asset Management
Illinois
$10.6M
Financial Engines Advisors
86
Financial Engines Advisors
California
$10.5M
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
FIM
90
Freedom Investment Management
Connecticut
$10.1M
KAS
91
Kestra Advisory Services
Texas
$10.1M
AF
92
Advisornet Financial
Minnesota
$10M
RFP
93
RCS Financial Planning
Maryland
$9.84M
AHL
94
Abel Hall LLC
Louisiana
$9.78M
PWM
95
PBMares Wealth Management
Virginia
$9.71M
FAG
96
Financial Architects (Georgia)
Georgia
$9.69M
PL
97
Plancorp LLC
Missouri
$9.69M
BCI
98
Brinker Capital Investments
Pennsylvania
$9.53M
BAM
99
BOS Asset Management
Illinois
$9.42M
PGFC
100
Peapack-Gladstone Financial Corp
New Jersey
$9.13M