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
W
176
WealthCollab
Washington
$3.67M
TH
177
Team Hewins
California
$3.66M
HI
178
Horizon Investments
North Carolina
$3.64M
SC
179
Schubert & Co
Texas
$3.61M
AIM
180
Advyzon Investment Management
Illinois
$3.6M
TRCT
181
Tower Research Capital (TRC)
New York
$3.59M
CL
182
CSS LLC
Illinois
$3.5M
TWCA
183
Two West Capital Advisors
Kansas
$3.43M
LG
184
LAM Group
Oregon
$3.43M
CB
185
Commerce Bank
Missouri
$3.43M
VW
186
Vance Wealth
California
$3.43M
B
187
BetterWealth
California
$3.39M
RHP
188
Royal Harbor Partners
Texas
$3.34M
AQR Capital Management
189
AQR Capital Management
Connecticut
$3.32M
AUB
190
Atlantic Union Bankshares
Virginia
$3.31M
TP
191
Trailhead Planners
Minnesota
$3.29M
IWC
192
Integrated Wealth Concepts
Massachusetts
$3.25M
MFG
193
Merit Financial Group
Georgia
$3.23M
MWM
194
Madrid Wealth Management
New Mexico
$3.22M
TIAM2
195
Tru Independence Asset Management 2
Oregon
$3.2M
BEW
196
Burton Enright Welch
California
$3.13M
Renaissance Technologies
197
Renaissance Technologies
New York
$3.13M
WHCI
198
W.H. Cornerstone Investments
Massachusetts
$3.12M
SFG
199
SNS Financial Group
Minnesota
$3.04M
BAM
200
Bayshore Asset Management
Florida
$3.02M