Dimensional US Small Cap Value ETF
DFSV
418 hedge funds and large institutions have $3.28B invested in Dimensional US Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 242 increasing their positions, 81 reducing their positions, and 27 closing their positions.
199% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 81
94% more call options, than puts
Call options by funds: $301K | Put options by funds: $155K
85% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 27
4% more funds holding
Funds holding: 401 → 418 (+17)
1% more capital invested
Capital invested by funds: $3.26B → $3.28B (+$19M)
0.56% more ownership
Funds ownership: 79% → 79.56% (+0.56%)
9% less funds holding in top 10
Funds holding in top 10: 56 → 51 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$37.8M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$32.4M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$25.3M |
| 4 |
IA
Integrity Alliance
Urbandale,
Iowa
|
+$17.9M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$30.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.59M |
| 3 |
AFA
Alpha Financial Advisors
Charlotte,
North Carolina
|
-$6.55M |
| 4 |
GP
Greenline Partners
New York
|
-$5.47M |
| 5 |
RFP
Root Financial Partners
Encinitas,
California
|
-$5.34M |
DFSV Hedge Fund Activity: Q1 2025 in Review
418 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q1 2025, worth a combined $3.28B — up 0.58% from $3.26B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DFSV positions and 27 closed out — a net gain of 23 holders — while 242 added to existing stakes and 81 trimmed.
The largest buyer was Savant Capital, adding an estimated $37.8M. The largest seller was Essential Planning, cutting an estimated $30.1M.
- 418 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q1 2025, up from 401 in Q4 2024.
- Funds reported $3.28B of Dimensional US Small Cap Value ETF stock for Q1 2025, up 0.58% quarter-over-quarter.
- 50 funds opened new Dimensional US Small Cap Value ETF positions in Q1 2025 and 27 closed out, a net change of +23 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q1 2025 was Savant Capital, an estimated $37.8M added.
- The largest Dimensional US Small Cap Value ETF seller in Q1 2025 was Essential Planning, an estimated $30.1M sold.
Based on aggregated 13F filings for Q1 2025.