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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
APW
176
Austin Private Wealth
Texas
$3.3M +$97.1K +3,020 +3%
B
177
BetterWealth
California
$3.3M -$87.2K -2,710 -3%
LG
178
LAM Group
Oregon
$3.26M -$64.3K -2,000 -2%
BW
179
BIP Wealth
Georgia
$3.23M +$1.65M +51,180 +109%
SC
180
Schubert & Co
Texas
$3.23M +$585K +18,181 +23%
SIMC
181
Squire Investment Management Company
Utah
$3.2M +$19.5K +605 +0.6%
BTI
182
Blue Trust Inc
Georgia
$3.17M +$201K +6,251 +7%
TP
183
Trailhead Planners
Minnesota
$3.06M +$3M +93,151 New
MWM
184
Madrid Wealth Management
New Mexico
$3.04M +$2.97M +92,338 New
TWCA
185
Two West Capital Advisors
Kansas
$3.02M +$133K +4,127 +5%
GCM
186
Gibraltar Capital Management
Oklahoma
$3.02M +$827K +25,720 +39%
FNBT
187
FineMark National Bank & Trust
Florida
$3.01M +$913K +28,384 +45%
AUB
188
Atlantic Union Bankshares
Virginia
$3.01M +$305K +9,475 +12%
TIAM2
189
Tru Independence Asset Management 2
Oregon
$3M +$182K +5,674 +7%
NL
190
NKCFO LLC
Illinois
$2.91M
Truist Financial
191
Truist Financial
North Carolina
$2.91M -$86.2K -2,680 -3%
SFG
192
SNS Financial Group
Minnesota
$2.89M
OWA
193
Oak Wealth Advisors
Illinois
$2.88M -$151K -4,695 -5%
VW
194
Vance Wealth
California
$2.85M +$354K +10,996 +15%
BEW
195
Burton Enright Welch
California
$2.85M -$5.66K -176 -0.2%
VAG
196
Vannoy Advisory Group
Texas
$2.8M +$3.15K +98 +0.1%
AA
197
Alpha Advisors
Virginia
$2.7M +$3.99K +124 +0.2%
BAM
198
Bayshore Asset Management
Florida
$2.7M +$1.11M +34,461 +72%
NWM
199
Northwest Wealth Management
Iowa
$2.62M +$8.33K +259 +0.3%
SA
200
Sanctuary Advisors
Indiana
$2.61M +$1.31M +40,851 +106%