U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
555 hedge funds and large institutions have $5.57B invested in U.S. Small Cap Value Portfolio ETF Class Shares in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 287 increasing their positions, 151 reducing their positions, and 19 closing their positions.
232% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 19
90% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 151
15% more capital invested
Capital invested by funds: $4.85B → $5.57B (+$722M)
13% more funds holding in top 10
Funds holding in top 10: 60 → 68 (+8)
6% more funds holding
Funds holding: 526 → 555 (+29)
0.57% more ownership
Funds ownership: 81.52% → 82.09% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$98.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$52.2M |
| 3 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$32.2M |
| 4 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$25.8M |
| 5 |
Cerity Partners
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$10.3M |
| 2 |
Two Sigma Investments
New York
|
-$9.39M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.47M |
| 4 |
SMA
Seven Mile Advisory
Ewing,
New Jersey
|
-$6.08M |
| 5 |
MWM
McMill Wealth Management
Norfolk,
Nebraska
|
-$4.36M |
DFSV Hedge Fund Activity: Q1 2026 in Review
555 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) for Q1 2026, worth a combined $5.57B — up 15% from $4.85B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new DFSV positions and 19 closed out — a net gain of 44 holders — while 287 added to existing stakes and 151 trimmed.
The largest buyer was Savant Capital, adding an estimated $98.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $10.3M.
- 555 institutional investors held U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) as of Q1 2026, up from 526 in Q4 2025.
- Funds reported $5.57B of U.S. Small Cap Value Portfolio ETF Class Shares stock for Q1 2026, up 15% quarter-over-quarter.
- 63 funds opened new U.S. Small Cap Value Portfolio ETF Class Shares positions in Q1 2026 and 19 closed out, a net change of +44 holders.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares buyer in Q1 2026 was Savant Capital, an estimated $98.8M added.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2026.