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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
MWM
151
Melfa Wealth Management
Massachusetts
$3.67M +$276K +8,848 +8%
QFA
152
Quantum Financial Advisors
California
$3.65M +$21.3K +681 +0.6%
AFG
153
ABLE Financial Group
Arizona
$3.59M -$229K -7,321 -6%
QC
154
Quent Capital
New York
$3.46M +$176K +5,638 +5%
LFA
155
Level Financial Advisors
New York
$3.45M +$484K +15,504 +17%
MAM
156
McLean Asset Management
Virginia
$3.39M +$3.28M +104,892 New
FS
157
Financial Symmetry
North Carolina
$3.38M +$453K +14,493 +16%
W
158
WealthCollab
Washington
$3.34M
B
159
BetterWealth
California
$3.28M -$304K -9,719 -9%
TH
160
Team Hewins
California
$3.27M -$130K -4,156 -4%
CA
161
Clune & Associates
Illinois
$3.22M +$349K +11,168 +12%
LG
162
LAM Group
Oregon
$3.22M -$121K -3,875 -4%
WHCI
163
W.H. Cornerstone Investments
Massachusetts
$3.21M +$89.4K +2,862 +3%
IA
164
IFG Advisory
Georgia
$3.19M -$250K -8,008 -7%
APW
165
Austin Private Wealth
Texas
$3.1M +$201K +6,432 +7%
SIMC
166
Squire Investment Management Company
Utah
$3.08M +$366K +11,711 +14%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$2.97M -$1.91M -61,118 -40%
AWA
168
Acorn Wealth Advisors
Michigan
$2.97M +$1.03M +33,004 +55%
OWA
169
Oak Wealth Advisors
Illinois
$2.93M -$20.3K -651 -0.7%
Truist Financial
170
Truist Financial
North Carolina
$2.9M -$497K -15,898 -15%
SHFA
171
SC&H Financial Advisors
Maryland
$2.89M -$490K -15,698 -15%
IWC
172
Integrated Wealth Concepts
Massachusetts
$2.88M +$2.81K +90 +0.1%
BTI
173
Blue Trust Inc
Georgia
$2.87M +$4.53K +145 +0.2%
TWCA
174
Two West Capital Advisors
Kansas
$2.82M +$104K +3,334 +4%
AIM
175
Advyzon Investment Management
Illinois
$2.82M +$350K +11,189 +14%