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 added it in 2025 (2 plans)
| Plan | Year-end value |
|---|---|
| Ashland Food Cooperative 401(k) Retirement Plan and Trust$5M-$50M | $894K |
| Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan$5M-$50M · pension | $428K |
Plans that dropped it after 2024 (1 plan)
| Plan | Year-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