DFSV icon

Dimensional US Small Cap Value ETF

448 hedge funds and large institutions have $4.15B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 242 increasing their positions, 112 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
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
BCA
101
Ballentine Capital Advisors
South Carolina
$8.75M
ME
102
McIlrath & Eck
Washington
$8.66M
TWA
103
TCI Wealth Advisors
Arizona
$8.47M
FFA
104
Farther Finance Advisors
California
$8.43M
TIM
105
Tortoise Investment Management
New York
$8.41M
ACM
106
Aspen Capital Management
Idaho
$8.3M
MML Investors Services
107
MML Investors Services
Massachusetts
$7.99M
SWM
108
Sentinel Wealth Management
Virginia
$7.62M
EWA
109
EQ Wealth Advisors
Texas
$7.38M
VPWA
110
Vestia Personal Wealth Advisors
Indiana
$7.36M
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$6.72M
CFO
112
Collective Family Office
Pennsylvania
$6.59M
Stifel Financial
113
Stifel Financial
Missouri
$6.11M
PS
114
Pinney & Scofield
Massachusetts
$6.03M
SMA
115
Seven Mile Advisory
New Jersey
$5.94M
MGIA
116
Moneta Group Investment Advisors
Missouri
$5.86M
PFM
117
Phillips Financial Management
Indiana
$5.86M
GCA
118
Gradient Capital Advisors
California
$5.74M
PFA
119
Pettinga Financial Advisors
Indiana
$5.64M
HFA
120
Hippocratic Financial Advisors
California
$5.58M
AA
121
Ancora Advisors
Ohio
$5.51M
KW
122
Keyvantage Wealth
Pennsylvania
$5.51M
PFA
123
Pillar Financial Advisors
Kentucky
$5.39M
VPF
124
Vantage Point Financial
Illinois
$5.28M
DWS
125
Discipline Wealth Solutions
South Carolina
$4.93M