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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
GCA
126
Gradient Capital Advisors
California
$7.13M +$211K +5,963 +3%
MGIA
127
Moneta Group Investment Advisors
Missouri
$7.13M +$312K +8,819 +5%
CFO
128
Collective Family Office
Pennsylvania
$7.08M -$46K -1,302 -0.6%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$6.98M +$1.59M +44,924 +29%
SCA
130
Strathmore Capital Advisors
North Carolina
$6.84M +$686K +19,410 +12%
Stifel Financial
131
Stifel Financial
Missouri
$6.72M -$85.6K -2,423 -1%
FF
132
Foundry Financial
California
$6.71M +$1.41M +39,804 +26%
VPF
133
Vantage Point Financial
Illinois
$6.54M -$72.9K -2,064 -1%
PFA
134
Pillar Financial Advisors
Kentucky
$6.49M +$194K +5,502 +3%
HFA
135
Hippocratic Financial Advisors
California
$6.47M +$163K +4,606 +3%
LF
136
Lantz Financial
Illinois
$6.18M +$707K +20,007 +13%
AWA
137
Acorn Wealth Advisors
Michigan
$6.18M +$861K +24,356 +16%
PFM
138
Phillips Financial Management
Indiana
$6.17M -$109K -3,080 -2%
C1AG
139
Client 1st Advisory Group
Florida
$5.97M +$1.04M +29,504 +21%
XPN
140
XY Planning Network
Montana
$5.93M +$987K +27,938 +20%
BDWCC
141
B&D White Capital Company
Texas
$5.79M +$287K +8,126 +5%
CSW
142
Cogent Strategic Wealth
Illinois
$5.6M +$789K +22,321 +16%
ACP
143
Aviance Capital Partners
Florida
$5.57M +$806K +22,809 +17%
AIS
144
American Investment Services
Massachusetts
$5.43M +$128K +3,633 +2%
BH
145
Burk Holdings
Oklahoma
$5.37M -$22.1K -626 -0.4%
MAM
146
Marquette Asset Management
Minnesota
$5.36M -$2.72K -77 -0.1%
Goldman Sachs
147
Goldman Sachs
New York
$5.32M +$5.37M +151,885 New
P
148
&Partners
Tennessee
$5.26M +$587K +16,599 +12%
RCM
149
Richardson Capital Management
Wisconsin
$5.15M +$5.12M +144,959 +7,523%
KCWM
150
Kane Co Wealth Management
Iowa
$5.09M +$269K +7,603 +6%