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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
SFP
101
Sterling Financial Planning
New Jersey
$8.92M +$76.9K +2,463 +0.9%
BCA
102
Ballentine Capital Advisors
South Carolina
$8.75M +$306K +9,795 +4%
ME
103
McIlrath & Eck
Washington
$8.66M +$1M +32,109 +13%
TWA
104
TCI Wealth Advisors
Arizona
$8.47M +$297K +9,507 +4%
FFA
105
Farther Finance Advisors
California
$8.43M +$3.47M +111,110 +72%
TIM
106
Tortoise Investment Management
New York
$8.41M +$79.3K +2,538 +1%
ACM
107
Aspen Capital Management
Idaho
$8.3M +$225K +7,196 +3%
MML Investors Services
108
MML Investors Services
Massachusetts
$7.99M +$6.38M +204,080 +436%
SWM
109
Sentinel Wealth Management
Virginia
$7.62M +$167K +5,344 +2%
EWA
110
EQ Wealth Advisors
Texas
$7.38M -$94.8K -3,036 -1%
VPWA
111
Vestia Personal Wealth Advisors
Indiana
$7.36M +$1.2M +38,457 +20%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$6.72M +$2.59M +82,816 +65%
CFO
113
Collective Family Office
Pennsylvania
$6.59M +$62.9K +2,013 +1%
Stifel Financial
114
Stifel Financial
Missouri
$6.11M +$179K +5,721 +3%
PS
115
Pinney & Scofield
Massachusetts
$6.03M +$914K +29,241 +18%
SMA
116
Seven Mile Advisory
New Jersey
$5.94M +$5.83M +186,570 New
MGIA
117
Moneta Group Investment Advisors
Missouri
$5.86M +$5.75M +184,093 New
PFM
118
Phillips Financial Management
Indiana
$5.86M +$54.9K +1,756 +1%
GCA
119
Gradient Capital Advisors
California
$5.74M +$248K +7,944 +5%
PFA
120
Pettinga Financial Advisors
Indiana
$5.64M +$686K +21,949 +14%
HFA
121
Hippocratic Financial Advisors
California
$5.58M +$34K +1,088 +0.6%
AA
122
Ancora Advisors
Ohio
$5.51M +$74K +2,368 +1%
KW
123
Keyvantage Wealth
Pennsylvania
$5.51M +$75.4K +2,415 +1%
PFA
124
Pillar Financial Advisors
Kentucky
$5.39M +$325K +10,413 +7%
VPF
125
Vantage Point Financial
Illinois
$5.28M +$33.7K +1,079 +0.7%