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DFSV

Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 18

115% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 124

20% more capital invested

Capital invested by funds: $4.18B → $5.03B (+$848M)

14% more funds holding

Funds holding: 459522 (+63)

5.96% more ownership

Funds ownership: 78.47%84.43% (+6%)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

Holders
522
Holders Change
+63
Holders Change %
+13.73%
% of All Funds
6.35%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.71%
New
88
Increased
267
Reduced
124
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
LJI Wealth Management
Indiana
$2.58M +$2.52M +78,317 New
W
202
WorthPointe
California
$2.53M +$1.74M +54,034 +237%
RCAG
203
Rehmann Capital Advisory Group
Michigan
$2.49M -$61.5K -1,911 -2%
Wealthfront Advisers
204
Wealthfront Advisers
California
$2.47M +$882K +27,408 +58%
RGC
205
Roberts, Glore & Co
Illinois
$2.46M -$28.5K -887 -1%
LFGO
206
Legacy Financial Group (Oklahoma)
Oklahoma
$2.45M +$19.5K +607 +0.8%
SIS
207
Strategic Investment Solutions
Illinois
$2.44M -$23.4K -728 -1%
EK
208
Evensky & Katz
Florida
$2.39M +$8.56K +266 +0.4%
RWM
209
Ruedi Wealth Management
Illinois
$2.38M +$10.3K +321 +0.4%
BMWS
210
Brady Martz Wealth Solutions
North Dakota
$2.36M
KWA
211
Kingswood Wealth Advisors
California
$2.29M +$7.37K +229 +0.3%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$83.7K +2,601 +4%
NSG
213
Nalls Sherbakoff Group
Tennessee
$2.18M -$135K -4,212 -6%
MCM
214
MAI Capital Management
Ohio
$2.17M -$10.7K -334 -0.5%
DWM
215
Dakota Wealth Management
Florida
$2.16M +$2.11M +65,569 New
EB
216
Emprise Bank
Kansas
$2.13M +$6.24K +194 +0.3%
QHA
217
Quarry Hill Advisors
Minnesota
$2.11M -$43K -1,336 -2%
TWD
218
True Wealth Design
Ohio
$2.07M -$26.1K -813 -1%
MFT
219
Moisand Fitzgerald Tamayo
Florida
$2.06M -$33.1K -1,030 -2%
FWP
220
Firethorn Wealth Partners
Georgia
$2.03M -$3.73K -116 -0.2%
ARA
221
Approach Retirement Advisors
Alabama
$2M +$1.96M +60,930 New
MWM
222
Meritas Wealth Management
California
$1.99M +$281K +8,749 +17%
MGW
223
MB Generational Wealth
Washington
$1.95M +$835K +25,961 +78%
SAG
224
SageView Advisory Group
California
$1.95M +$31.8K +989 +2%
AA
225
Aire Advisors
California
$1.93M +$2.99K +93 +0.2%