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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
SFG
201
SNS Financial Group
Minnesota
$3.04M -$33.2K -938 -1%
BAM
202
Bayshore Asset Management
Florida
$3.02M +$152K +4,288 +5%
PFA
203
Pettinga Financial Advisors
Indiana
$3.01M -$2.39M -67,583 -44%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$3M -$1.87M -53,001 -38%
OWA
205
Oak Wealth Advisors
Illinois
$2.99M -$77.1K -2,181 -2%
AA
206
Alpha Advisors
Virginia
$2.94M +$67.4K +1,908 +2%
VAG
207
Vannoy Advisory Group
Texas
$2.94M -$45.6K -1,290 -2%
Wealthfront Advisers
208
Wealthfront Advisers
California
$2.92M +$294K +8,308 +11%
NWM
209
Northwest Wealth Management
Iowa
$2.91M +$117K +3,297 +4%
KWA
210
Kingswood Wealth Advisors
California
$2.88M +$454K +12,840 +18%
Citigroup
211
Citigroup
New York
$2.88M +$917K +25,938 +46%
SA
212
Sanctuary Advisors
Indiana
$2.86M +$73.3K +2,073 +3%
DWM
213
Dakota Wealth Management
Florida
$2.83M +$539K +15,237 +23%
RIP
214
RAM Investment Partners
Washington
$2.83M +$1.24M +35,039 +77%
W
215
WorthPointe
California
$2.72M +$29.6K +837 +1%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$2.72M +$68.6K +1,942 +3%
SIS
217
Strategic Investment Solutions
Illinois
$2.69M +$94.3K +2,667 +4%
SAI
218
Savvy Advisors Inc
New York
$2.66M +$1.51M +42,758 +129%
Truist Financial
219
Truist Financial
North Carolina
$2.64M -$458K -12,970 -15%
RGC
220
Roberts, Glore & Co
Illinois
$2.6M -$27.4K -776 -1%
LFGO
221
Legacy Financial Group (Oklahoma)
Oklahoma
$2.6M -$19.5K -553 -0.7%
BMWS
222
Brady Martz Wealth Solutions
North Dakota
$2.55M +$34.7K +982 +1%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$2.54M +$1.95M +55,103 +316%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$161K +4,543 +7%
RWM
225
Ruedi Wealth Management
Illinois
$2.54M +$2.79K +79 +0.1%