U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
463 hedge funds and large institutions have $4.19B invested in U.S. Small Cap Value Portfolio ETF Class Shares in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 251 increasing their positions, 116 reducing their positions, and 14 closing their positions.
157% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 14
116% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 116
14% more capital invested
Capital invested by funds: $3.68B → $4.19B (+$513M)
4% more funds holding in top 10
Funds holding in top 10: 56 → 58 (+2)
3% more funds holding
Funds holding: 449 → 463 (+14)
0.31% more ownership
Funds ownership: 78.44% → 78.75% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$65.3M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$50.4M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$29.1M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$28.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$40.4M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$20.5M |
| 3 |
WWM
Waterway Wealth Management
The Woodlands,
Texas
|
-$14M |
| 4 |
EFN
Equita Financial Network
Fort Washington,
Pennsylvania
|
-$8.36M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.29M |
DFSV Hedge Fund Activity: Q3 2025 in Review
463 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) for Q3 2025, worth a combined $4.19B — up 14% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DFSV positions and 14 closed out — a net gain of 22 holders — while 251 added to existing stakes and 116 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $65.3M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $40.4M.
- 463 institutional investors held U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) as of Q3 2025, up from 449 in Q2 2025.
- Funds reported $4.19B of U.S. Small Cap Value Portfolio ETF Class Shares stock for Q3 2025, up 14% quarter-over-quarter.
- 36 funds opened new U.S. Small Cap Value Portfolio ETF Class Shares positions in Q3 2025 and 14 closed out, a net change of +22 holders.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares buyer in Q3 2025 was Cetera Investment Advisers, an estimated $65.3M added.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $40.4M sold.
Based on aggregated 13F filings for Q3 2025.