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DFSV

Dimensional US Small Cap Value ETF

460 hedge funds and large institutions have $4.18B invested in Dimensional US Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 250 increasing their positions, 115 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

117% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 115

14% more capital invested

Capital invested by funds: $3.67B → $4.18B (+$511M)

6% more funds holding in top 10

Funds holding in top 10: 5457 (+3)

3% more funds holding

Funds holding: 447460 (+13)

0.26% more ownership

Funds ownership: 78.22%78.47% (+0.26%)

Holders
460
Holders Change
+13
Holders Change %
+2.91%
% of All Funds
6.04%
Holding in Top 10
57
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.56%
% of All Funds
0.75%
New
35
Increased
250
Reduced
115
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QHA
201
Quarry Hill Advisors
Minnesota
$2.08M -$18.8K -602 -0.9%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$2.08M -$17.6K -563 -0.9%
EB
203
Emprise Bank
Kansas
$2.06M +$1.16K +37 +0.1%
TWD
204
True Wealth Design
Ohio
$2.03M -$9.03K -289 -0.5%
MFT
205
Moisand Fitzgerald Tamayo
Florida
$2.02M -$10.8K -345 -0.5%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$2.02M +$22.3K +714 +1%
FNBT
207
FineMark National Bank & Trust
Florida
$2.01M +$361K +11,541 +22%
GPWM
208
Grant Private Wealth Management
California
$1.98M +$1.94M +62,031 New
FWP
209
Firethorn Wealth Partners
Georgia
$1.97M -$56.3K -1,802 -3%
MWM
210
Mission Wealth Management
California
$1.89M -$206K -6,589 -10%
Citadel Advisors
211
Citadel Advisors
Florida
$1.87M -$1.06M -34,042 -37%
AA
212
Aire Advisors
California
$1.87M -$18.2K -582 -1%
SAG
213
SageView Advisory Group
California
$1.86M +$6.03K +193 +0.3%
AWMM
214
Aegis Wealth Management (Maryland)
Maryland
$1.78M -$107K -3,410 -6%
DWM
215
Dopkins Wealth Management
New York
$1.78M -$11.7K -374 -0.7%
MWM
216
Meritas Wealth Management
California
$1.65M +$34.1K +1,091 +2%
DWM
217
Daner Wealth Management
Georgia
$1.6M -$56.3K -1,802 -3%
DWA
218
Delap Wealth Advisory
Oregon
$1.56M
QWM
219
Quadcap Wealth Management
Texas
$1.54M -$8.62K -276 -0.6%
WCWM
220
Willow Creek Wealth Management
California
$1.54M +$218K +6,985 +17%
MWA
221
Monograph Wealth Advisors
California
$1.53M
MSF
222
Mustard Seed Financial
Arkansas
$1.52M +$92.7K +2,968 +7%
Wealthfront Advisers
223
Wealthfront Advisers
California
$1.52M +$232K +7,439 +18%
BAM
224
Bayshore Asset Management
Florida
$1.51M +$53.1K +1,700 +4%
GVAG
225
Great Valley Advisor Group
Delaware
$1.5M +$158K +5,057 +12%