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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
QFA
176
Quantum Financial Advisors
California
$3.75M -$686K -19,400 -15%
W
177
WealthCollab
Washington
$3.67M
TH
178
Team Hewins
California
$3.66M -$29.1K -822 -0.8%
HI
179
Horizon Investments
North Carolina
$3.64M +$3.68M +104,016 New
SC
180
Schubert & Co
Texas
$3.61M +$175K +4,939 +5%
AIM
181
Advyzon Investment Management
Illinois
$3.6M -$198K -5,601 -5%
TRCT
182
Tower Research Capital (TRC)
New York
$3.59M +$3.62M +102,388 New
CL
183
CSS LLC
Illinois
$3.5M -$324K -9,160 -8%
OFI
184
Outbound Financial Inc
Colorado
$3.44M -$240K -6,796 -7%
TWCA
185
Two West Capital Advisors
Kansas
$3.43M +$25.6K +725 +0.8%
LG
186
LAM Group
Oregon
$3.43M -$35.2K -995 -1%
CB
187
Commerce Bank
Missouri
$3.43M +$3.46M +97,935 New
VW
188
Vance Wealth
California
$3.43M +$392K +11,085 +13%
B
189
BetterWealth
California
$3.39M -$131K -3,711 -4%
RHP
190
Royal Harbor Partners
Texas
$3.34M +$3.37M +95,312 New
AQR Capital Management
191
AQR Capital Management
Connecticut
$3.32M +$2.16M +61,067 +181%
AUB
192
Atlantic Union Bankshares
Virginia
$3.31M +$105K +2,970 +3%
TP
193
Trailhead Planners
Minnesota
$3.29M +$25.4K +719 +0.8%
IWC
194
Integrated Wealth Concepts
Massachusetts
$3.25M +$3.27M +92,609 New
MFG
195
Merit Financial Group
Georgia
$3.23M +$2.45M +69,229 +301%
MWM
196
Madrid Wealth Management
New Mexico
$3.22M -$15.3K -433 -0.5%
TIAM2
197
Tru Independence Asset Management 2
Oregon
$3.2M +$4.13K +117 +0.1%
BEW
198
Burton Enright Welch
California
$3.13M +$92.1K +2,605 +3%
Renaissance Technologies
199
Renaissance Technologies
New York
$3.13M +$3.15M +89,200 New
WHCI
200
W.H. Cornerstone Investments
Massachusetts
$3.12M -$793K -22,430 -20%