DFSV icon

Dimensional US Small Cap Value ETF

547 hedge funds and large institutions have $5.53B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
76
Vise Technologies
New York
$14.9M
PWS
77
Physician Wealth Solutions
Nevada
$14.7M
APP
78
Avantax Planning Partners
Iowa
$14.5M
OA
79
Oceanside Advisors
South Carolina
$14.5M
JP Morgan Chase
80
JP Morgan Chase
New York
$14.5M
SC
81
Scratch Capital
Idaho
$14.2M
GP
82
Greenline Partners
New York
$13.6M
CPA
83
Cardiff Park Advisors
California
$13.6M
NWM
84
Navigoe Wealth Management
California
$12.8M
RA
85
RFG Advisory
Alabama
$12.8M
CA
86
Clune & Associates
Illinois
$12.2M
KAM
87
KEB Asset Management
Illinois
$12M
Financial Engines Advisors
88
Financial Engines Advisors
California
$12M
ME
89
McIlrath & Eck
Washington
$11.9M
PWMG
90
Private Wealth Management Group
New Jersey
$11.8M
AF
91
Advisornet Financial
Minnesota
$11.8M
PL
92
Plancorp LLC
Missouri
$11.8M
KAS
93
Kestra Advisory Services
Texas
$11.7M
AFA
94
Avant Financial Advisors
Texas
$11.6M
MML Investors Services
95
MML Investors Services
Massachusetts
$11.4M
AHL
96
Abel Hall LLC
Louisiana
$11.4M
PA
97
Pinnacle Associates
New York
$11.2M
PWMAG
98
Pinnacle Wealth Management Advisory Group
New Jersey
$11.2M
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$11.2M
FAG
100
Financial Architects (Georgia)
Georgia
$11.1M