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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
P
151
&Partners
Tennessee
$4.39M +$2.44M +75,802 +131%
SC
152
Schoolcraft Capital
Colorado
$4.38M +$97.4K +3,027 +2%
MWM
153
McMill Wealth Management
Nebraska
$4.36M +$481K +14,962 +13%
AA
154
Advisory Alpha
Michigan
$4.2M +$218K +6,791 +6%
QFA
155
Quantum Financial Advisors
California
$4.16M +$383K +11,898 +10%
LFA
156
Level Financial Advisors
New York
$4.14M +$563K +17,494 +16%
VFG
157
V2 Financial group
Illinois
$4.06M +$1.57M +48,937 +66%
SWGC
158
Summit Wealth Group (Colorado)
Colorado
$4.05M +$3.96M +123,025 New
SFM
159
Signet Financial Management
New Jersey
$4.03M -$68.3K -2,125 -2%
DI
160
Disciplined Investors
Texas
$4.01M +$127K +3,934 +3%
SWG
161
Summit Wealth Group
Vermont
$3.93M -$107K -3,338 -3%
MWM
162
Melfa Wealth Management
Massachusetts
$3.92M +$120K +3,718 +3%
QC
163
Quent Capital
New York
$3.89M +$309K +9,612 +9%
QLSGSCF
164
Quent Long Short Global Small Cap Fund
New York
$3.89M +$3.8M +118,139 New
ICMP
165
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.84M +$3.06K +95 +0.1%
WHCI
166
W.H. Cornerstone Investments
Massachusetts
$3.67M +$343K +10,674 +11%
AFG
167
ABLE Financial Group
Arizona
$3.66M -$50K -1,555 -1%
FS
168
Financial Symmetry
North Carolina
$3.59M +$103K +3,209 +3%
CL
169
CSS LLC
Illinois
$3.59M +$749K +23,280 +27%
AIM
170
Advyzon Investment Management
Illinois
$3.56M +$636K +19,787 +22%
CA
171
Clune & Associates
Illinois
$3.47M +$143K +4,433 +4%
TH
172
Team Hewins
California
$3.46M +$83K +2,581 +3%
W
173
WealthCollab
Washington
$3.45M
EWA
174
EverSource Wealth Advisors
Alabama
$3.42M +$3.16M +98,318 +1,712%
IA
175
IFG Advisory
Georgia
$3.34M +$45K +1,398 +1%