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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
SMA
126
Seven Mile Advisory
New Jersey
$6.08M -$53.3K -1,656 -0.9%
HFA
127
Hippocratic Financial Advisors
California
$5.92M +$152K +4,733 +3%
PFA
128
Pillar Financial Advisors
Kentucky
$5.91M +$334K +10,394 +6%
PFM
129
Phillips Financial Management
Indiana
$5.89M -$156K -4,847 -3%
SCA
130
Strathmore Capital Advisors
North Carolina
$5.41M +$1.09M +33,774 +26%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$5.17M +$952K +29,592 +23%
BDWCC
132
B&D White Capital Company
Texas
$5.17M +$5.05M +157,148 New
LF
133
Lantz Financial
Illinois
$5.15M +$562K +17,467 +13%
BH
134
Burk Holdings
Oklahoma
$5.06M +$74.5K +2,316 +2%
PFA
135
Pettinga Financial Advisors
Indiana
$5.05M -$754K -23,454 -13%
MAM
136
Marquette Asset Management
Minnesota
$5.03M -$63.1K -1,962 -1%
AWA
137
Acorn Wealth Advisors
Michigan
$5M +$1.9M +58,991 +63%
FF
138
Foundry Financial
California
$4.99M +$4.88M +151,671 New
AIS
139
American Investment Services
Massachusetts
$4.98M +$130K +4,034 +3%
TAWM
140
Three Arch Wealth Management
California
$4.85M +$4.74M +147,363 New
CSW
141
Cogent Strategic Wealth
Illinois
$4.82M +$4.42M +137,391 New
CCA
142
Cravens & Co Advisors
Tennessee
$4.7M +$19.7K +613 +0.5%
XPN
143
XY Planning Network
Montana
$4.64M -$63.2K -1,964 -1%
C1AG
144
Client 1st Advisory Group
Florida
$4.64M +$658K +20,471 +17%
FFM
145
Forum Financial Management
Illinois
$4.62M -$41.6K -1,294 -0.9%
FA
146
Fermata Advisors
California
$4.59M +$212K +6,583 +5%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$4.56M +$282K +8,761 +7%
KCWM
148
Kane Co Wealth Management
Iowa
$4.52M +$4.42M +137,524 New
ACP
149
Aviance Capital Partners
Florida
$4.47M +$16.3K +508 +0.4%
HIGP
150
Hill Investment Group Partners
Missouri
$4.42M