Dimensional US Small Cap Value ETF
DFSV
554 hedge funds and large institutions have $5.56B invested in Dimensional US Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 286 increasing their positions, 151 reducing their positions, and 17 closing their positions.
271% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 17
89% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 151
14% more funds holding in top 10
Funds holding in top 10: 59 → 67 (+8)
10% more capital invested
Capital invested by funds: $5.04B → $5.56B (+$525M)
6% more funds holding
Funds holding: 524 → 554 (+30)
2.72% less ownership
Funds ownership: 84.64% → 81.92% (-2.7%)
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 |
Corient Private Wealth
Miami,
Florida
|
-$210M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$10.3M |
| 3 |
Two Sigma Investments
New York
|
-$9.39M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.47M |
| 5 |
SMA
Seven Mile Advisory
Ewing,
New Jersey
|
-$6.08M |
DFSV Hedge Fund Activity: Q1 2026 in Review
554 institutional investors reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q1 2026, worth a combined $5.56B — up 10% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new DFSV positions and 17 closed out — a net gain of 46 holders — while 286 added to existing stakes and 151 trimmed.
The largest buyer was Savant Capital, adding an estimated $98.8M. The largest seller was Corient Private Wealth, cutting an estimated $210M.
- 554 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q1 2026, up from 524 in Q4 2025.
- Funds reported $5.56B of Dimensional US Small Cap Value ETF stock for Q1 2026, up 10% quarter-over-quarter.
- 63 funds opened new Dimensional US Small Cap Value ETF positions in Q1 2026 and 17 closed out, a net change of +46 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q1 2026 was Savant Capital, an estimated $98.8M added.
- The largest Dimensional US Small Cap Value ETF seller in Q1 2026 was Corient Private Wealth, an estimated $210M sold.
Based on aggregated 13F filings for Q1 2026.