DFSV icon

Dimensional US Small Cap Value ETF

547 hedge funds and large institutions have $5.53B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 283 increasing their positions, 148 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$52.2M
3 +$32.2M
4
EWA
Exencial Wealth Advisors
Oklahoma
+$25.8M
5
Cerity Partners
Cerity Partners
New York
+$17.7M

Top Sellers

1 -$210M
2 -$10.3M
3 -$9.39M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.47M
5
SMA
Seven Mile Advisory
New Jersey
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
151
Disciplined Investors
Texas
$5M
LFA
152
Level Financial Advisors
New York
$4.85M
MWM
153
Melfa Wealth Management
Massachusetts
$4.78M
FA
154
Fermata Advisors
California
$4.78M
CCA
155
Cravens & Co Advisors
Tennessee
$4.77M
SC
156
Schoolcraft Capital
Colorado
$4.74M
HIGP
157
Hill Investment Group Partners
Missouri
$4.72M
ICMP
158
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.71M
FS
159
Financial Symmetry
North Carolina
$4.68M
TAWM
160
Three Arch Wealth Management
California
$4.61M
VFG
161
V2 Financial group
Illinois
$4.48M
BW
162
BIP Wealth
Georgia
$4.46M
QC
163
Quent Capital
New York
$4.46M
EWA
164
EverSource Wealth Advisors
Alabama
$4.36M
SWG
165
Summit Wealth Group
Vermont
$4.32M
SF
166
Summit Financial
New Jersey
$4.23M
NL
167
NKCFO LLC
Illinois
$4.2M
SFM
168
Signet Financial Management
New Jersey
$4.19M
SWGC
169
Summit Wealth Group (Colorado)
Colorado
$4.11M
UBS Group
170
UBS Group
Switzerland
$4.02M
SIMC
171
Squire Investment Management Company
Utah
$4M
BTI
172
Blue Trust Inc
Georgia
$3.98M
GCM
173
Gibraltar Capital Management
Oklahoma
$3.8M
AFG
174
ABLE Financial Group
Arizona
$3.76M
QFA
175
Quantum Financial Advisors
California
$3.75M