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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
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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)
392
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$200.36M
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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
9/9/2025 Cambridge Financial Group LLC34,452$1.01M0.4%-15.8%0.021%
9/4/2025 Osaic Holdings Inc.876,176$25.79M0.0%-2.9%0.542%
9/3/2025 Ballentine Capital Advisors Inc265,062$7.80M3.7%+1.2%0.164%
8/27/2025 Orion Porfolio Solutions LLC286,599$8.44M0.1%+442.7%0.177%
8/19/2025 Advisory Services Network LLC25,439$759K0.0%+34.3%0.016%
8/18/2025 Geneos Wealth Management Inc.484,377$14.26M0.3%+3.4%0.300%
8/18/2025 V2 Financial group LLC71,574$2.11M1.3%+0.7%0.044%
8/15/2025 Tower Research Capital LLC TRC 14,962$440K0.0%N/A0.009%
8/15/2025 Corient Private Wealth LLC5,816,426$171.18M0.2%+15.3%3.599%
8/15/2025 WealthCollab LLC104,840$3.09M1.7%N/A0.065%
8/15/2025 Orion Porfolio Solutions LLC286,599$8.44M0.1%+442.7%0.177%
8/15/2025 MML Investors Services LLC46,823$1.38M0.0%+22.7%0.029%
8/15/2025 Monograph Wealth Advisors LLC48,134$1.42M0.2%-7.5%0.030%
8/15/2025 McIlrath & Eck LLC239,932$7.06M0.8%+13.8%0.148%
8/15/2025 Great Valley Advisor Group Inc.42,083$1.24M0.0%+127.5%0.026%
8/15/2025 EP Wealth Advisors LLC1,903,813$56.03M0.4%-6.1%1.178%
8/15/2025 Essential Planning LLC.15,854$467K0.2%+28.5%0.010%
8/15/2025 Bank of America Corp DE1,403,030$41.29M0.0%+12.0%0.868%
8/14/2025 CLG LLC22,520$663K0.2%-21.5%0.014%
8/14/2025 Vista Capital Partners Inc.23,206$683K0.1%N/A0.014%
8/14/2025 Sentinel Wealth Management Inc.233,852$6.88M6.5%N/A0.145%
8/14/2025 Raymond James Financial Inc.1,481,142$43.59M0.0%+8.3%0.917%
8/14/2025 Betterment LLC399,485$11.76M0.0%+24.0%0.247%
8/14/2025 Peapack Gladstone Financial Corp270,739$7.97M0.1%-17.9%0.168%
8/14/2025 Wealth Preservation Advisors LLC43,788$1.29M0.8%-8.0%0.027%
8/14/2025 Main Street Financial Solutions LLC10,382$306K0.0%-7.6%0.006%
8/14/2025 NewEdge Advisors LLC824,798$24.27M0.1%-6.3%0.510%
8/14/2025 Hurley Capital LLC6,220$183K0.1%+14.3%0.004%
8/14/2025 Acorn Wealth Advisors LLC60,133$1.77M0.7%+36.7%0.037%
8/14/2025 Cary Street Partners Financial LLC22,712$668K0.0%+30.4%0.014%
8/14/2025 Cerity Partners LLC3,035,274$89.33M0.2%+225.3%1.878%
8/14/2025 Daner Wealth Management LLC53,104$1.63M1.1%N/A0.033%
8/13/2025 Cary Street Partners Investment Advisory LLC36,202$1.07M0.5%+269.4%0.022%
8/13/2025 United Wealth Management LLC843,368$24.82M7.2%+4.7%0.522%
8/13/2025 Vance Wealth LLC70,250$2.07M0.7%-5.3%0.043%
8/13/2025 SageView Advisory Group LLC58,077$1.79M0.1%+2.0%0.036%
8/13/2025 Cresset Asset Management LLC6,993$206K0.0%-11.7%0.004%
8/13/2025 Brown Advisory Inc.23,306$686K0.0%+30.3%0.014%
8/13/2025 Parkworth Wealth Management Inc.45,709$1.35M1.0%+10.9%0.028%
8/13/2025 EverSource Wealth Advisors LLC6,125$180K0.0%N/A0.004%
8/13/2025 CW Advisors LLC13,839$407K0.0%+16.6%0.009%
8/13/2025 Beacon Pointe Advisors LLC208,772$6.14M0.1%-2.0%0.129%
8/13/2025 Tobias Financial Advisors Inc.290,788$8.56M1.5%-12.0%0.180%
8/13/2025 Northwestern Mutual Wealth Management Co.65,941$1.94M0.0%+871.3%0.041%
8/12/2025 Burk Holdings LLC150,524$4.43M2.8%N/A0.093%
8/12/2025 Quadcap Wealth Management LLC48,573$1.43M0.2%+36.5%0.030%
8/12/2025 Hill Investment Group Partners LLC134,225$3.95M0.5%+36.7%0.083%
8/12/2025 Coldstream Capital Management Inc.1,327,469$39.07M0.6%+611,636.9%0.821%
8/12/2025 Legacy Financial Group Inc.73,342$2.16M0.6%-6.4%0.045%
8/12/2025 Tableaux LLC19,280$570K0.0%N/A0.012%
8/12/2025 AlphaCore Capital LLC21,462$632K0.0%+29.7%0.013%
8/12/2025 MAI Capital Management65,770$1.94M0.0%+3.6%0.041%
8/12/2025 JPMorgan Chase & Co.338,387$9.96M0.0%+2.5%0.209%
8/12/2025 Lodestone Wealth Management LLC24,326$716K0.3%+2.2%0.015%
8/11/2025 Wealthspire Advisors LLC27,340$805K0.0%+43.5%0.017%
8/11/2025 Diversified Portfolios Inc.533,065$15.69M1.5%+20.1%0.328%
8/11/2025 Root Financial Partners LLC782,502$23.03M2.2%-39.7%0.482%
8/11/2025 Mosaic Family Wealth Partners LLC964,105$28.37M3.6%+4.1%0.594%
8/11/2025 Foundation Wealth Management LLC PA259,470$7.64M3.3%+24.3%0.160%
8/8/2025 Tortoise Investment Management LLC261,530$7.70M0.7%+32.7%0.161%
8/8/2025 Rockefeller Capital Management L.P.62,709$1.85M0.0%+24.1%0.039%
8/8/2025 Pinney & Scofield Inc.160,075$4.71M3.2%+14.6%0.099%
8/8/2025 Avantax Advisory Services Inc.1,888,085$55.57M0.3%-11.0%1.163%
8/8/2025 Keyvantage Wealth LLC170,603$5.02M2.3%+7.7%0.105%
8/8/2025 Creative Planning1,392,492$40.98M0.0%+85.7%0.858%
8/8/2025 Altiora Financial Group LLC57,509$1.69M0.3%-1.9%0.035%
8/8/2025 Truepoint Inc.1,375,016$40.47M1.0%+39.1%0.847%
8/8/2025 RAM Investment Partners LLC18,368$541K0.1%+96.4%0.011%
8/8/2025 W.H. Cornerstone Investments Inc.97,982$2.88M1.8%+3.9%0.060%
8/8/2025 Austin Wealth Management LLC16,585$495K0.1%N/A0.010%
8/8/2025 Advyzon Investment Management LLC77,352$2.28M0.5%+4.7%0.048%
8/7/2025 Timonier Family Office LTD.359,940$10.59M4.0%+19.4%0.222%
8/7/2025 Retirement Solution LLC630,891$18.57M4.7%+2.0%0.389%
8/7/2025 Allworth Financial LP452,575$13.32M0.1%+0.9%0.279%
8/7/2025 Roberts Glore & Co. Inc. IL77,716$2.29M0.7%+23.7%0.048%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC328,564$9.67M0.8%+2.3%0.202%
8/7/2025 Alpha Financial Advisors LLC473,731$13.94M5.4%-9.1%0.292%
8/6/2025 True Wealth Design LLC63,932$1.88M0.7%-4.7%0.039%
8/6/2025 Valued Wealth Advisors LLC23,254$684K0.4%+10.2%0.014%
8/6/2025 AE Wealth Management LLC3,438$101K0.0%+404.1%0.002%
8/6/2025 Vestmark Advisory Solutions Inc.2,671,340$78.62M1.1%+117.2%1.646%
8/6/2025 Savant Capital LLC11,772,597$346.47M2.1%+25.5%7.254%
8/6/2025 Modera Wealth Management LLC2,457,840$72.33M0.9%-16.3%1.514%
8/6/2025 Summit Wealth Group LLC117,453$3.46M0.9%+555.1%0.072%
8/6/2025 Atlantic Union Bankshares Corp74,559$2.19M0.1%N/A0.046%
8/6/2025 Cloud Capital Management LLC37,144$1.10M0.7%+275.8%0.023%
8/6/2025 SNS Financial Group LLC90,029$2.65M0.3%-6.3%0.055%
8/5/2025 HFG Advisors Inc.43,894$1.29M1.0%+10.9%0.027%
8/5/2025 Clarity Wealth Development LLC380,726$11.21M11.2%+4.7%0.235%
8/5/2025 Astra Wealth Partners LLC19,159$564K0.4%+19.9%0.012%
8/5/2025 Golden Bell Financial Planning LLC21,741$640K0.6%+54.3%0.013%
8/5/2025 Bank of Montreal Can832,836$24.51M0.0%+10.6%0.513%
8/5/2025 Hutchens & Kramer Investment Management Group LLC20,427$617K0.3%-18.2%0.013%
8/5/2025 Mission Wealth Management LP66,023$1.94M0.0%+583.3%0.041%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,831$849K0.1%+20.2%0.018%
8/5/2025 Aviance Capital Partners LLC132,360$3.90M0.5%+19.0%0.082%
8/5/2025 Avant Financial Advisors LLC311,396$9.16M7.5%+16.3%0.192%
8/4/2025 Integrity Alliance LLC.616,269$18.14M1.0%+4.2%0.380%
8/4/2025 Partners in Financial Planning12,449$366K0.1%N/A0.008%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,184$388K0.1%+21.4%0.008%
(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, 467 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($346.47M), Alaska Permanent Fund Corp ($234.57M), Mather Group LLC. ($190.20M), Corient Private Wealth LLC ($171.18M), JMG Financial Group Ltd. ($163.75M), Pathstone Holdings LLC ($95.56M), and Ritholtz Wealth Management ($94.50M).Learn more on Dimensional US Small Cap Value ETF's institutional investors.

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

Of the 451 institutional investors that purchased Dimensional US Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Savant Capital LLC ($6.99M), Mather Group LLC. ($6.46M), Alaska Permanent Fund Corp ($5.63M), Raymond James Financial Inc. ($2.68M), EP Wealth Advisors LLC ($2.66M), Cerity Partners LLC ($2.63M), and Pathstone Holdings LLC ($2.06M).

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

Institutional investors have bought a total of 56,578,375 shares in the last 24 months. This purchase volume represents approximately $1.69B in transactions.

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

Of the 146 institutional investors that sold Dimensional US Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Root Financial Partners LLC ($691.93K), EP Wealth Advisors LLC ($608.41K), Alaska Permanent Fund Corp ($584.42K), BetterWealth LLC ($515.99K), Modera Wealth Management LLC ($478.94K), Alpha Financial Advisors LLC ($263.93K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($250.35K).

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

Institutional investors have sold a total of 6,786,545 shares in the last 24 months. This volume of shares sold represents approximately $200.36M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 9/15/2025 by MarketBeat.com Staff
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