PlanOptica

Dimensional US Small Cap Value ETF

Ticker DFSV · ETFIndex

Matched by tickerAll Dimensional fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
4
2 with $250K or more
Dollars held
$1.5M
69,858 of 69,862 plans with fund lines hold none
Median per plan
$428K
Share of their fund dollars
2.7%

Plans that added or dropped it from 2024 to 2025

Added
2 plans
$1.3M at year-end 2025
Dropped
1 plan
$331K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (1 plan)

Plans that dropped it after 2024
PlanYear-end value
Thompson Gray, Inc. Retirement Plan$5M-$50M$331K to $424K

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Dimensional US Small Cap Value ETF

The largest 10 plans in each list.

Ashland Food Cooperative 401(k) Retirement Plan and Trust$9.8M plan · Ashland Food Cooperative, OR · Sentinel Benefits Group$894K
Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan$8.4M plan · Post Precision Castings, Inc., PA · Not identified$428K
Palmer Johnson Incentive Savings Plan$23.8M plan · Palmer Johnson Enterprises, Inc., WI · Fidelity (FMR)$199K
Updater Inc. 401(k) Plan$17.3M plan · Updater Inc., OR · Not identified$14K

Plans whose filed schedule lists Dimensional US Small Cap Value ETF.

How the filings spell it

Show 2 names seen in the filings
  • U S Small Cap Value ETF
  • US Small Cap Value ETF