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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
FFM
151
Forum Financial Management
Illinois
$5.03M +$111K +3,129 +2%
DI
152
Disciplined Investors
Texas
$5M +$743K +21,027 +17%
LFA
153
Level Financial Advisors
New York
$4.85M +$443K +12,537 +10%
MWM
154
Melfa Wealth Management
Massachusetts
$4.78M +$604K +17,097 +14%
FA
155
Fermata Advisors
California
$4.78M -$118K -3,347 -2%
CCA
156
Cravens & Co Advisors
Tennessee
$4.77M +$3.75K +106 +0.1%
SC
157
Schoolcraft Capital
Colorado
$4.74M +$76.3K +2,158 +2%
HIGP
158
Hill Investment Group Partners
Missouri
$4.72M +$3.39K +96 +0.1%
ICMP
159
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.71M +$618K +17,474 +15%
FS
160
Financial Symmetry
North Carolina
$4.68M +$529K +14,961 +14%
TAWM
161
Three Arch Wealth Management
California
$4.61M -$560K -15,859 -11%
VFG
162
V2 Financial group
Illinois
$4.48M +$152K +4,308 +3%
BW
163
BIP Wealth
Georgia
$4.46M +$1.03M +29,006 +30%
QC
164
Quent Capital
New York
$4.46M +$319K +9,014 +8%
EWA
165
EverSource Wealth Advisors
Alabama
$4.36M +$718K +20,317 +20%
SWG
166
Summit Wealth Group
Vermont
$4.32M +$132K +3,742 +3%
SF
167
Summit Financial
New Jersey
$4.23M +$4.26M +120,664 New
NL
168
NKCFO LLC
Illinois
$4.2M +$1.11M +31,300 +35%
SFM
169
Signet Financial Management
New Jersey
$4.19M -$99K -2,801 -2%
SWGC
170
Summit Wealth Group (Colorado)
Colorado
$4.11M -$207K -5,857 -5%
UBS Group
171
UBS Group
Switzerland
$4.02M +$4.04M +114,452 +57,226%
SIMC
172
Squire Investment Management Company
Utah
$4M +$595K +16,846 +17%
BTI
173
Blue Trust Inc
Georgia
$3.98M +$609K +17,233 +18%
GCM
174
Gibraltar Capital Management
Oklahoma
$3.8M +$586K +16,590 +18%
AFG
175
ABLE Financial Group
Arizona
$3.76M -$139K -3,945 -4%