U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
526 hedge funds and large institutions have $4.85B invested in U.S. Small Cap Value Portfolio ETF Class Shares in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 270 increasing their positions, 124 reducing their positions, and 19 closing their positions.
368% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 19
118% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 124
16% more capital invested
Capital invested by funds: $4.19B → $4.85B (+$661M)
14% more funds holding
Funds holding: 463 → 526 (+63)
3% more funds holding in top 10
Funds holding in top 10: 58 → 60 (+2)
2.77% more ownership
Funds ownership: 78.75% → 81.52% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$89.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$69.3M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$23.4M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$22M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$22.8M |
| 2 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$15.4M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$15.3M |
| 4 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
-$10.6M |
| 5 |
RFP
Root Financial Partners
Encinitas,
California
|
-$8.34M |
DFSV Hedge Fund Activity: Q4 2025 in Review
526 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) for Q4 2025, worth a combined $4.85B — up 16% from $4.19B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new DFSV positions and 19 closed out — a net gain of 70 holders — while 270 added to existing stakes and 124 trimmed.
The largest buyer was Savant Capital, adding an estimated $89.7M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $22.8M sold.
- 526 institutional investors held U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) as of Q4 2025, up from 463 in Q3 2025.
- Funds reported $4.85B of U.S. Small Cap Value Portfolio ETF Class Shares stock for Q4 2025, up 16% quarter-over-quarter.
- 89 funds opened new U.S. Small Cap Value Portfolio ETF Class Shares positions in Q4 2025 and 19 closed out, a net change of +70 holders.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares buyer in Q4 2025 was Savant Capital, an estimated $89.7M added.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares seller in Q4 2025 was Mach-1 Financial Group, an estimated $22.8M sold.
Based on aggregated 13F filings for Q4 2025.