DFSV icon

Dimensional US Small Cap Value ETF

442 hedge funds and large institutions have $3.66B invested in Dimensional US Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 256 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Aire Advisors
California
$1.74M
AFG
202
Altiora Financial Group
Ohio
$1.69M
AWM
203
Aegis Wealth Management
Maryland
$1.67M
DWM
204
Dopkins Wealth Management
New York
$1.66M
DWM
205
Daner Wealth Management
Georgia
$1.63M
UBS Group
206
UBS Group
Switzerland
$1.58M
Renaissance Technologies
207
Renaissance Technologies
New York
$1.54M
FNBT
208
FineMark National Bank & Trust
Florida
$1.52M
MWM
209
Meritas Wealth Management
California
$1.49M
DWA
210
Delap Wealth Advisory
Oregon
$1.44M
QWM
211
Quadcap Wealth Management
Texas
$1.43M
MWA
212
Monograph Wealth Advisors
California
$1.42M
MA
213
Mutual Advisors
Nebraska
$1.41M
MML Investors Services
214
MML Investors Services
Massachusetts
$1.38M
GAM
215
Gemmer Asset Management
California
$1.37M
LA
216
Lindenwold Advisors
Pennsylvania
$1.37M
AAM
217
Austin Asset Management
Texas
$1.36M
SIM
218
Stratos Investment Management
Ohio
$1.35M
BAM
219
Bayshore Asset Management
Florida
$1.35M
CAM
220
CPA Asset Management
Florida
$1.35M
PWM
221
Parkworth Wealth Management
California
$1.35M
MSF
222
Mustard Seed Financial
Arkansas
$1.32M
HA
223
HFG Advisors
Ohio
$1.29M
WPA
224
Wealth Preservation Advisors
Tennessee
$1.29M
GSF
225
Grove Street Fiduciary
New Hampshire
$1.29M