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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Number of
Institutional Buyers
(last 12 months)
220
Total
Institutional Inflows
(last 12 months)
$944.02M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$56.74M
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DFSV Institutional Buying and Selling by Quarter

Dimensional US Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Retirement Solution Inc.635,223$19.12M5.2%+0.2%0.637%
5/7/2024CarsonAllaria Wealth Management Ltd.19,584$589K0.4%N/A0.020%
5/7/2024BOS Asset Management LLC187,060$5.63M3.0%N/A0.188%
5/6/2024 Ruedi Wealth Management Inc.15,072$454K0.2%+9.0%0.015%
5/6/2024 W.H. Cornerstone Investments Inc.68,275$2.06M1.5%+75.1%0.068%
5/6/2024 Advisory Alpha LLC145,068$4.37M0.2%+4.2%0.146%
5/6/2024DiNuzzo Private Wealth Inc.1,239,206$37.30M5.0%+0.3%1.243%
5/4/2024 Hemington Wealth Management43,626$1.31M0.5%N/A0.044%
5/4/2024 Geneos Wealth Management Inc.500,813$15.07M0.7%-0.4%0.510%
5/4/2024 Team Hewins LLC25,717$774K0.1%-2.5%0.026%
5/3/2024 Integris Wealth Management LLC565,222$17.01M4.7%+5.7%0.576%
5/3/2024 Rehmann Capital Advisory Group49,775$1.50M0.1%+69.8%0.051%
5/2/2024 Quent Capital LLC34,238$1.03M0.1%+223.2%0.035%
5/2/2024 Elevate Wealth Advisory Inc.7,910$238K0.2%-26.1%0.008%
5/2/2024 Lincoln National Corp99,629$3.00M0.0%+5.3%0.101%
5/2/2024 REDW Wealth LLC21,391$644K0.2%N/A0.022%
5/1/2024 Janney Montgomery Scott LLC11,866$357K0.0%N/A0.012%
5/1/2024 Blue Trust Inc.55,198$1.66M0.0%+33.9%0.056%
4/30/2024 Hartline Investment Corp7,075$213K0.0%N/A0.007%
4/30/2024 JMG Financial Group Ltd.4,663,997$140.39M5.4%+6.7%4.749%
4/30/2024 Vance Wealth Inc.439,356$13.23M5.3%+0.3%0.447%
4/30/2024 Private Wealth Management Group LLC602,975$18.15M8.2%+13.7%0.614%
4/30/2024 Joel Isaacson & Co. LLC16,741$504K0.0%+39.6%0.017%
4/30/2024 Perigon Wealth Management LLC246,305$7.41M0.2%+3,267.6%0.251%
4/30/2024 Hutchens & Kramer Investment Management Group LLC34,244$1.02M0.6%-4.0%0.035%
4/29/2024Commonwealth Equity Services LLC797,625$24.01M0.0%+7.7%0.812%
4/29/2024 Aspire Wealth Management Corp7,320$220K0.1%+8.6%0.007%
4/29/2024 PBMares Wealth Management LLC132,562$3.99M1.0%+35.8%0.135%
4/27/2024 Capital Performance Advisors LLP13,698$412K0.2%+62.0%0.014%
4/26/2024 Pinnacle Associates Ltd.294,818$8.87M0.1%-2.2%0.300%
4/26/2024 RCS Financial Planning LLC241,745$7.28M4.5%+3.4%0.246%
4/26/2024 Quarry Hill Advisors LLC32,987$993K0.7%+49.8%0.034%
4/26/2024 Quantum Financial Advisors LLC64,815$1.95M0.3%N/A0.066%
4/26/2024 Chicago Partners Investment Group LLC491,889$14.20M0.6%-0.3%0.501%
4/26/2024 LifePro Asset Management9,899$298K0.2%N/A0.010%
4/25/2024 Mendota Financial Group LLC23,912$720K0.4%-4.0%0.024%
4/25/2024 Financial Architects LLC267,505$8.05M5.6%+9.8%0.272%
4/25/2024 25 LLC11,923$359K0.2%+8.2%0.012%
4/25/2024 Eudaimonia Partners LLC44,290$1.33M0.3%+4.4%0.045%
4/25/2024 Cambridge Investment Research Advisors Inc.72,833$2.19M0.0%+29.7%0.074%
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4/25/2024 Heirloom Wealth Management35,291$1.06M0.4%-3.9%0.036%
4/24/2024 Krilogy Financial LLC337,688$10.16M0.8%+1.9%0.344%
4/24/2024 Zhang Financial LLC485,602$14.62M1.1%+29.0%0.495%
4/24/2024 Oceanside Advisors LLC341,853$10.29M8.5%+3.0%0.348%
4/24/2024 Simplicity Wealth LLC18,237$549K0.0%N/A0.019%
4/24/2024 Spire Wealth Management8,367$252K0.0%+35.0%0.009%
4/23/2024 Raymond James Financial Services Advisors Inc.551,534$16.60M0.0%+15.2%0.562%
4/22/2024 Corrigan Financial Inc.101,307$3.05M0.8%+75.3%0.103%
4/22/2024 Arista Wealth Management LLC487,031$14.66M11.2%-54.0%0.496%
4/22/2024 Rockwood Wealth Management LLC20,058$604K0.1%+49.3%0.020%
4/22/2024 Edge Financial Advisors LLC14,996$457K0.4%N/A0.015%
4/22/2024 Physician Wealth Solutions Inc.234,241$7.05M5.9%+31.6%0.239%
4/20/2024 BetterWealth LLC597,086$17.97M5.9%+1.2%0.608%
4/19/2024 Level Financial Advisors36,009$1.08M0.5%+258.5%0.037%
4/19/2024 Altiora Financial Group LLC16,249$489K0.1%+79.9%0.017%
4/18/2024 Total Wealth Planning LLC301,657$9.08M1.6%+7.8%0.517%
4/18/2024 Stordahl Capital Management Inc.822,120$24.75M6.2%+3.3%1.410%
4/18/2024 HFG Advisors Inc.37,053$1.12M1.0%N/A0.064%
4/18/2024 Aviance Capital Partners LLC87,048$2.62M0.4%+1.7%0.149%
4/18/2024 Seaside Wealth Management Inc.667,071$20.08M8.6%+1.8%1.144%
4/18/2024 Pettinga Financial Advisors LLC53,579$1.61M0.4%+10.4%0.092%
4/18/2024 Compass Ion Advisors LLC17,050$513K0.1%N/A0.029%
4/18/2024 Advisory Services & Investments LLC209,501$6.31M4.3%+2.0%0.359%
4/18/2024 Waterway Wealth Management LLC471,349$14.19M6.2%+0.2%0.808%
4/17/2024 Gradient Capital Advisors LLC62,399$1.88M0.7%+13.5%0.107%
4/17/2024 Annapolis Financial Services LLC129,305$3.89M1.3%-3.2%0.222%
4/17/2024 Kathleen S. Wright Associates Inc.26,096$775K0.4%+85.1%0.045%
4/16/2024 Moisand Fitzgerald Tamayo LLC60,145$1.81M0.3%-0.6%0.103%
4/16/2024 Firethorn Wealth Partners LLC58,284$1.75M1.0%+52.7%0.100%
4/16/2024 Wealth Enhancement Advisory Services LLC397,541$11.97M0.0%+9.7%0.682%
4/15/2024 Wealthcare Advisory Partners LLC39,601$1.19M0.0%+5.8%0.068%
4/15/2024 Great Oak Capital Partners LLC15,951$480K0.2%+39.0%0.027%
4/15/2024 Schoolcraft Capital LLC104,687$3.15M0.7%+9.8%0.180%
4/13/2024 Evanson Asset Management LLC631,751$19.02M1.5%+12.5%1.084%
4/12/2024 Fermata Advisors LLC55,187$1.66M0.4%+20.7%0.095%
4/12/2024 Capital Planning LLC30,184$909K0.3%+19.8%0.052%
4/12/2024 AdvisorNet Financial Inc241,010$7.25M0.7%+3,113.0%0.413%
4/12/2024 Global Trust Asset Management LLC42,383$1.28M0.5%+3.2%0.073%
4/11/2024 Soundmark Wealth Management LLC93,385$2.81M1.2%+22.0%0.160%
4/10/2024Trust Co of the South107,423$3.23M0.7%+32.3%0.184%
4/10/2024 Lantz Financial LLC79,409$2.39M0.8%+30.8%0.136%
4/9/2024 Alaska Permanent Fund Corp8,205,327$246.98M3.6%+4.4%14.074%
4/9/2024 Collective Family Office LLC50,278$1.51M0.5%+1.5%0.086%
4/5/2024 Lam Group Inc.93,243$2.81M2.3%+1.0%0.160%
4/4/2024 Shearwater Capital LLC16,254$489K0.4%+2.8%0.028%
4/2/2024 Cravens & Co Advisors LLC103,120$3.10M2.6%+2.3%0.177%
3/14/2024 Yeomans Consulting Group Inc.213,999$6.23M3.1%N/A0.367%
3/6/2024SageView Advisory Group LLC57,446$1.66M0.1%-0.9%0.099%
2/29/2024Tortoise Investment Management LLC42,913$1.25M0.2%+22.4%0.074%
2/28/2024EP Wealth Advisors LLC2,572,574$74.91M1.0%+6.2%4.413%
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2/28/2024Abel Hall LLC235,120$6.85M5.8%N/A0.403%
2/26/2024 Great Oak Capital Partners LLC11,473$334K0.2%N/A0.020%
2/23/2024 Chicago Partners Investment Group LLC493,452$13.98M0.6%+14.4%0.846%
2/15/2024Financial Planning & Information Services Inc.10,800$314K0.0%-4.2%0.019%
2/15/2024Freedom Investment Management Inc.330,249$9.62M0.8%N/A0.566%
2/15/2024Buckingham Strategic Partners LLC173,950$5.07M0.2%+204.9%0.298%
2/15/2024Buckingham Strategic Wealth LLC644,523$18.77M0.2%+154.9%1.106%
2/15/2024C M Bidwell & Associates Ltd.11,062$322K0.2%-11.2%0.019%
2/14/2024True Wealth Design LLC122,943$3.58M1.0%+4.9%0.211%
2/14/2024Northwest Wealth Management LLC24,633$717K0.2%+111.0%0.042%
(Data available from 1/1/2016 forward)

DFSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSV shares?

During the previous two years, 263 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Dimensional Fund Advisors LP ($257.80M), Alaska Permanent Fund Corp ($246.98M), Merriman Wealth Management LLC ($155.05M), JMG Financial Group Ltd. ($140.39M), EP Wealth Advisors LLC ($74.91M), and Savant Capital LLC ($65.74M).Learn more on DFSV's institutional investors.

Which institutional investors have been buying Dimensional US Small Cap Value ETF stock?

Of the 259 institutional investors that purchased Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($13.82M), Merriman Wealth Management LLC ($6.27M), JMG Financial Group Ltd. ($4.92M), EP Wealth Advisors LLC ($2.57M), Savant Capital LLC ($2.26M), Ritholtz Wealth Management ($1.88M), and Modera Wealth Management LLC ($1.48M).

How much institutional buying is happening at Dimensional US Small Cap Value ETF?

Institutional investors have bought a total of 71,184,936 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

Which Dimensional US Small Cap Value ETF major shareholders have been selling company stock?

Of the 61 institutional investors that sold Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arista Wealth Management LLC ($571.42K), Aveo Capital Partners LLC ($380.42K), Truepoint Inc. ($296.99K), JMG Financial Group Ltd. ($252.36K), CWM LLC ($102.35K), Geneos Wealth Management Inc. ($89.61K), and 3D L Capital Management LLC ($73.57K).

How much institutional selling is happening at Dimensional US Small Cap Value ETF?

Institutional investors have sold a total of 2,358,801 shares in the last 24 months. This volume of shares sold represents approximately $64.63M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 5/8/2024 by MarketBeat.com Staff

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