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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
SC
1
Savant Capital
Illinois
$529M +$89.7M +2,789,585 +21%
Corient Private Wealth
2
Corient Private Wealth
Florida
$436M +$261M +8,127,861 +158%
MG
3
Mather Group
Illinois
$218M +$3.38M +105,207 +2%
JFG
4
JMG Financial Group
Illinois
$192M +$7.05M +219,296 +4%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$142M +$23.4M +728,129 +20%
Cerity Partners
6
Cerity Partners
New York
$125M +$11.2M +348,687 +10%
RWM
7
Ritholtz Wealth Management
New York
$119M +$5.43M +168,712 +5%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$91.4M +$1.54M +47,976 +2%
MWM
9
Modera Wealth Management
New Jersey
$87.5M +$3.89M +121,026 +5%
IFA
10
Index Fund Advisors
California
$84.1M +$4.15M +129,096 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$79.3M +$10.3M +320,437 +15%
CCM
12
Coldstream Capital Management
Washington
$72.2M -$2.12M -65,926 -3%
LPL Financial
13
LPL Financial
California
$69.4M +$17.9M +557,500 +36%
Creative Planning
14
Creative Planning
Kansas
$68.7M +$3.42M +106,457 +5%
AWM
15
Arista Wealth Management
Nevada
$68.4M +$3.42M +106,309 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$68.2M +$1.71M +53,021 +3%
EWA
17
Exencial Wealth Advisors
Oklahoma
$68M +$14.4M +448,646 +28%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$63.5M +$13.1M +406,920 +27%
Raymond James Financial
19
Raymond James Financial
Florida
$61.1M +$2.68M +83,441 +5%
Bank of America
20
Bank of America
North Carolina
$51.6M +$3.61M +112,209 +8%
EWA
21
EP Wealth Advisors
California
$50.6M +$49.5M +1,538,016 New
VAS
22
Vestmark Advisory Solutions
Massachusetts
$47.2M +$1.8M +55,841 +4%
DPW
23
DiNuzzo Private Wealth
Pennsylvania
$44.5M -$240K -7,475 -0.5%
TI
24
Truepoint Inc
Ohio
$44M -$445K -13,822 -1%
EAM
25
Evanson Asset Management
California
$33.8M +$2.4M +74,470 +8%