We are live on ! Find out more
DFSV

Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

115% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 124

20% more capital invested

Capital invested by funds: $4.18B → $5.03B (+$848M)

14% more funds holding

Funds holding: 459522 (+63)

5.96% more ownership

Funds ownership: 78.47%84.43% (+6%)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

Holders
522
Holders Change
+63
Holders Change %
+13.73%
% of All Funds
6.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.71%
New
88
Increased
267
Reduced
124
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$10.1M +$231K +7,189 +2%
FIM
102
Freedom Investment Management
Connecticut
$10.1M -$309K -9,603 -3%
WA
103
Waterford Advisors
New York
$10.1M +$8.98M +279,065 New
VPWA
104
Vestia Personal Wealth Advisors
Indiana
$9.94M +$1.57M +48,947 +21%
RFP
105
RCS Financial Planning
Maryland
$9.65M -$500K -15,536 -5%
BCA
106
Ballentine Capital Advisors
South Carolina
$9.48M +$432K +13,431 +5%
SFP
107
Sterling Financial Planning
New Jersey
$9.43M +$210K +6,514 +2%
Two Sigma Investments
108
Two Sigma Investments
New York
$9.39M +$5.18M +161,200 +130%
MML Investors Services
109
MML Investors Services
Massachusetts
$9.29M +$1.01M +31,537 +13%
TIM
110
Tortoise Investment Management
New York
$9.2M +$500K +15,554 +6%
ACM
111
Aspen Capital Management
Idaho
$9.09M +$507K +15,775 +6%
TWA
112
TCI Wealth Advisors
Arizona
$8.56M -$188K -5,857 -2%
SWM
113
Sentinel Wealth Management
Virginia
$8.4M +$522K +16,222 +7%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$7.78M +$820K +25,482 +12%
EWA
115
EQ Wealth Advisors
Texas
$7.29M -$325K -10,104 -4%
MAM
116
McLean Asset Management
Virginia
$7.01M +$3.11M +96,646 +92%
PWP
117
Parkwoods Wealth Partners
New York
$6.83M +$1.91M +59,450 +40%
CFO
118
Collective Family Office
Pennsylvania
$6.69M -$116K -3,592 -2%
GCA
119
Gradient Capital Advisors
California
$6.5M +$555K +17,255 +10%
AA
120
Ancora Advisors
Ohio
$6.46M +$747K +23,214 +13%
PS
121
Pinney & Scofield
Massachusetts
$6.44M +$211K +6,563 +3%
MGIA
122
Moneta Group Investment Advisors
Missouri
$6.4M +$337K +10,469 +6%
Stifel Financial
123
Stifel Financial
Missouri
$6.38M +$66K +2,053 +1%
VPF
124
Vantage Point Financial
Illinois
$6.2M +$729K +22,667 +14%
DWS
125
Discipline Wealth Solutions
South Carolina
$6.16M +$1.04M +32,322 +21%