We are live on ! Find out more
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 36 funds opening new positions, 250 increasing their positions, 115 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | 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: 446460 (+14)

0.26% more ownership

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

Holders
460
Holders Change
+14
Holders Change %
+3.14%
% 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
36
Increased
250
Reduced
115
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Savant Capital
Illinois
$423M +$50.4M +1,613,528 +14%
MG
2
Mather Group
Illinois
$207M +$1.51M +48,244 +0.7%
JFG
3
JMG Financial Group
Illinois
$179M +$5.72M +183,092 +3%
Corient Private Wealth
4
Corient Private Wealth
Florida
$164M -$20.5M -656,719 -11%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$114M +$13.2M +424,038 +13%
Cerity Partners
6
Cerity Partners
New York
$110M +$13.2M +422,917 +14%
RWM
7
Ritholtz Wealth Management
New York
$110M +$7.46M +238,872 +7%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$86.9M +$818K +26,172 +1%
MWM
9
Modera Wealth Management
New Jersey
$80.9M +$2.55M +81,580 +3%
IFA
10
Index Fund Advisors
California
$77.3M +$7.57M +242,195 +11%
CCM
11
Coldstream Capital Management
Washington
$72M +$29.1M +932,459 +70%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$66.5M +$65.3M +2,089,903 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$64.3M +$24.4M +780,636 +63%
Creative Planning
14
Creative Planning
Kansas
$63.1M +$18.4M +588,635 +42%
AWM
15
Arista Wealth Management
Nevada
$62.8M +$3.76M +120,452 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$56.4M +$9.11M +291,610 +20%
EWA
17
Exencial Wealth Advisors
Oklahoma
$51.5M +$6.4M +204,821 +14%
LPL Financial
18
LPL Financial
California
$49.4M +$2.43M +77,880 +5%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$48.5M -$4.22M -134,938 -8%
Bank of America
20
Bank of America
North Carolina
$46.4M +$1.71M +54,869 +4%
DPW
21
DiNuzzo Private Wealth
Pennsylvania
$44M +$758K +24,254 +2%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$43.9M -$40.4M -1,292,910 -48%
TI
23
Truepoint Inc
Ohio
$43M -$749K -23,990 -2%
BPA
24
Beacon Pointe Advisors
California
$35.4M +$28.3M +904,530 +433%
MFWP
25
Mosaic Family Wealth Partners
Missouri
$32.1M +$1.31M +41,776 +4%