U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
584 hedge funds and large institutions have $6.26B invested in U.S. Small Cap Value Portfolio ETF Class Shares in 2026 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 283 increasing their positions, 182 reducing their positions, and 13 closing their positions.
308% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 13
55% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 182
12% more capital invested
Capital invested by funds: $5.57B → $6.26B (+$687M)
5% more funds holding
Funds holding: 555 → 584 (+29)
0% more funds holding in top 10
Funds holding in top 10: 68 → 68 (0)
3.15% less ownership
Funds ownership: 82.09% → 78.94% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$229M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$30.3M |
| 3 |
APFP
Action Point Financial Planning
Grand Rapids,
Michigan
|
+$16.5M |
| 4 |
CA
Clune & Associates
Chicago,
Illinois
|
+$10.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$153M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$40.6M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$16.6M |
| 4 |
RFP
Root Financial Partners
Encinitas,
California
|
-$8.73M |
| 5 |
VT
Vise Technologies
New York
|
-$7.88M |
DFSV Hedge Fund Activity: Q2 2026 in Review
584 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) for Q2 2026, worth a combined $6.26B — up 12% from $5.57B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new DFSV positions and 13 closed out — a net gain of 40 holders — while 283 added to existing stakes and 182 trimmed.
The largest buyer was Savant Capital, adding an estimated $229M. The largest seller was Corient Private Wealth, cutting an estimated $153M.
- 584 institutional investors held U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) as of Q2 2026, up from 555 in Q1 2026.
- Funds reported $6.26B of U.S. Small Cap Value Portfolio ETF Class Shares stock for Q2 2026, up 12% quarter-over-quarter.
- 53 funds opened new U.S. Small Cap Value Portfolio ETF Class Shares positions in Q2 2026 and 13 closed out, a net change of +40 holders.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares buyer in Q2 2026 was Savant Capital, an estimated $229M added.
- The largest U.S. Small Cap Value Portfolio ETF Class Shares seller in Q2 2026 was Corient Private Wealth, an estimated $153M sold.
Based on aggregated 13F filings for Q2 2026.