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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
DWS
126
Discipline Wealth Solutions
South Carolina
$4.93M +$387K +12,374 +9%
MAM
127
Marquette Asset Management
Minnesota
$4.93M -$1.28K -41 -0%
BH
128
Burk Holdings
Oklahoma
$4.83M +$34.2K +1,095 +0.7%
PWP
129
Parkwoods Wealth Partners
New York
$4.72M +$3.85M +123,322 +493%
AIS
130
American Investment Services
Massachusetts
$4.69M +$342K +10,956 +8%
FFM
131
Forum Financial Management
Illinois
$4.51M -$797K -25,525 -15%
LF
132
Lantz Financial
Illinois
$4.43M +$367K +11,733 +9%
ACP
133
Aviance Capital Partners
Florida
$4.31M +$98.5K +3,153 +2%
CCA
134
Cravens & Co Advisors
Tennessee
$4.31M +$102K +3,257 +2%
HIGP
135
Hill Investment Group Partners
Missouri
$4.28M +$9.25K +296 +0.2%
FA
136
Fermata Advisors
California
$4.24M -$117K -3,740 -3%
XPN
137
XY Planning Network
Montana
$4.21M
SFA
138
Sequoia Financial Advisors
Ohio
$4.19M +$3.21M +102,742 +356%
SCA
139
Strathmore Capital Advisors
North Carolina
$4.16M +$218K +6,983 +6%
SC
140
Schoolcraft Capital
Colorado
$4.14M -$99.2K -3,175 -2%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$4.14M +$46.9K +1,502 +1%
Jones Financial Companies
142
Jones Financial Companies
Missouri
$4.1M +$214K +6,845 +6%
SFM
143
Signet Financial Management
New Jersey
$3.96M -$92.3K -2,954 -2%
Two Sigma Investments
144
Two Sigma Investments
New York
$3.96M +$3.88M +124,300 New
SWG
145
Summit Wealth Group
Vermont
$3.91M +$171K +5,459 +5%
AA
146
Advisory Alpha
Michigan
$3.87M +$288K +9,218 +8%
C1AG
147
Client 1st Advisory Group
Florida
$3.84M +$809K +25,911 +27%
DI
148
Disciplined Investors
Texas
$3.75M +$31.6K +1,011 +0.9%
MWM
149
McMill Wealth Management
Nebraska
$3.74M +$566K +18,108 +18%
ICMP
150
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.72M +$3.65M +116,747 New