We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF

550 hedge funds and large institutions have $5.55B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 149 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 17

91% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 149

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

10% more capital invested

Capital invested by funds: $5.03B → $5.55B (+$519M)

5% more funds holding

Funds holding: 523550 (+27)

2.79% less ownership

Funds ownership: 84.49%81.7% (-2.8%)

Holders
550
Holders Change
+27
Holders Change %
+5.16%
% of All Funds
6.77%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.81%
New
62
Increased
285
Reduced
149
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
101
Financial Architects (Georgia)
Georgia
$11.1M -$129K -3,640 -1%
PWP
102
Parkwoods Wealth Partners
New York
$11.1M +$3.84M +108,757 +52%
BAM
103
BOS Asset Management
Illinois
$10.9M -$128K -3,629 -1%
WA
104
Waterford Advisors
New York
$10.6M +$204K +5,778 +2%
VPWA
105
Vestia Personal Wealth Advisors
Indiana
$10.6M +$803K +22,713 +8%
UBS AM
106
UBS AM
Illinois
$10.5M +$10.6M +299,230 New
RFP
107
RCS Financial Planning
Maryland
$10.4M +$96K +2,716 +0.9%
BCA
108
Ballentine Capital Advisors
South Carolina
$10.3M +$231K +6,522 +2%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$10.2M +$1.91M +54,008 +23%
TIM
110
Tortoise Investment Management
New York
$10.2M +$367K +10,392 +4%
SFP
111
Sterling Financial Planning
New Jersey
$10.2M +$113K +3,190 +1%
FIM
112
Freedom Investment Management
Connecticut
$10.1M -$648K -18,322 -6%
ACM
113
Aspen Capital Management
Idaho
$9.82M +$135K +3,813 +1%
SWM
114
Sentinel Wealth Management
Virginia
$9.46M +$512K +14,474 +6%
CFG
115
CSP Financial Group
Arizona
$9.3M +$9.38M +265,269 New
TWA
116
TCI Wealth Advisors
Arizona
$9.19M +$74.1K +2,098 +0.8%
NWM
117
Navigate Wealth Management
Alabama
$8.69M +$8.28M +234,152 New
BCI
118
Brinker Capital Investments
Pennsylvania
$8.45M -$2.32M -65,555 -21%
MAM
119
McLean Asset Management
Virginia
$8.29M +$1.24M +35,143 +17%
AA
120
Advisory Alpha
Michigan
$7.83M +$3.38M +95,765 +75%
EWA
121
EQ Wealth Advisors
Texas
$7.82M +$49.4K +1,398 +0.6%
DWS
122
Discipline Wealth Solutions
South Carolina
$7.74M +$1.18M +33,516 +18%
AA
123
Ancora Advisors
Ohio
$7.57M +$694K +19,636 +10%
AFA
124
AA Financial Advisors
Ohio
$7.46M +$7.52M +212,895 New
PS
125
Pinney & Scofield
Massachusetts
$7.29M +$428K +12,106 +6%