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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$32.35 +0.34 (+1.06%)
Closing price 10/3/2025 04:10 PM Eastern
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$32.34 -0.01 (-0.02%)
As of 10/3/2025 04:10 PM Eastern
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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)
$1.71B
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
10/2/2025 Trust Co of the South440,344$14.02M2.3%+2.6%0.272%
9/26/2025Corient Private Wealth LLC5,799,898$170.69M0.2%+14.9%3.589%
9/9/2025Cambridge Financial Group LLC34,452$1.01M0.4%-15.8%0.021%
9/4/2025Osaic Holdings Inc.876,176$25.79M0.0%-2.9%0.542%
9/3/2025Ballentine Capital Advisors Inc265,062$7.80M3.7%+1.2%0.164%
8/27/2025Orion Porfolio Solutions LLC286,599$8.44M0.1%+442.7%0.177%
8/19/2025Advisory Services Network LLC25,439$759K0.0%+34.3%0.016%
8/18/2025Geneos Wealth Management Inc.484,377$14.26M0.3%+3.4%0.300%
8/18/2025V2 Financial group LLC71,574$2.11M1.3%+0.7%0.044%
8/15/2025Tower Research Capital LLC TRC 14,962$440K0.0%N/A0.009%
8/15/2025Corient Private Wealth LLC5,816,426$171.18M0.2%+15.3%3.599%
8/15/2025WealthCollab LLC104,840$3.09M1.7%N/A0.065%
8/15/2025Orion Porfolio Solutions LLC286,599$8.44M0.1%+442.7%0.177%
8/15/2025MML Investors Services LLC46,823$1.38M0.0%+22.7%0.029%
8/15/2025Monograph Wealth Advisors LLC48,134$1.42M0.2%-7.5%0.030%
8/15/2025McIlrath & Eck LLC239,932$7.06M0.8%+13.8%0.148%
8/15/2025Great Valley Advisor Group Inc.42,083$1.24M0.0%+127.5%0.026%
8/15/2025EP Wealth Advisors LLC1,903,813$56.03M0.4%-6.1%1.178%
8/15/2025Essential Planning LLC.15,854$467K0.2%+28.5%0.010%
8/15/2025Bank of America Corp DE1,403,030$41.29M0.0%+12.0%0.868%
8/14/2025CLG LLC22,520$663K0.2%-21.5%0.014%
8/14/2025Vista Capital Partners Inc.23,206$683K0.1%N/A0.014%
8/14/2025Sentinel Wealth Management Inc.233,852$6.88M6.5%N/A0.145%
8/14/2025Raymond James Financial Inc.1,481,142$43.59M0.0%+8.3%0.917%
8/14/2025Betterment LLC399,485$11.76M0.0%+24.0%0.247%
8/14/2025Peapack Gladstone Financial Corp270,739$7.97M0.1%-17.9%0.168%
8/14/2025Wealth Preservation Advisors LLC43,788$1.29M0.8%-8.0%0.027%
8/14/2025Main Street Financial Solutions LLC10,382$306K0.0%-7.6%0.006%
8/14/2025NewEdge Advisors LLC824,798$24.27M0.1%-6.3%0.510%
8/14/2025Hurley Capital LLC6,220$183K0.1%+14.3%0.004%
8/14/2025Acorn Wealth Advisors LLC60,133$1.77M0.7%+36.7%0.037%
8/14/2025Cary Street Partners Financial LLC22,712$668K0.0%+30.4%0.014%
8/14/2025Cerity Partners LLC3,035,274$89.33M0.2%+225.3%1.878%
8/14/2025Daner Wealth Management LLC53,104$1.63M1.1%N/A0.033%
8/13/2025Cary Street Partners Investment Advisory LLC36,202$1.07M0.5%+269.4%0.022%
8/13/2025United Wealth Management LLC843,368$24.82M7.2%+4.7%0.522%
8/13/2025Vance Wealth LLC70,250$2.07M0.7%-5.3%0.043%
8/13/2025SageView Advisory Group LLC58,077$1.79M0.1%+2.0%0.036%
8/13/2025Cresset Asset Management LLC6,993$206K0.0%-11.7%0.004%
8/13/2025Brown Advisory Inc.23,306$686K0.0%+30.3%0.014%
8/13/2025Parkworth Wealth Management Inc.45,709$1.35M1.0%+10.9%0.028%
8/13/2025EverSource Wealth Advisors LLC6,125$180K0.0%N/A0.004%
8/13/2025CW Advisors LLC13,839$407K0.0%+16.6%0.009%
8/13/2025Beacon Pointe Advisors LLC208,772$6.14M0.1%-2.0%0.129%
8/13/2025Tobias Financial Advisors Inc.290,788$8.56M1.5%-12.0%0.180%
8/13/2025Northwestern Mutual Wealth Management Co.65,941$1.94M0.0%+871.3%0.041%
8/12/2025Burk Holdings LLC150,524$4.43M2.8%N/A0.093%
8/12/2025Quadcap Wealth Management LLC48,573$1.43M0.2%+36.5%0.030%
8/12/2025Hill Investment Group Partners LLC134,225$3.95M0.5%+36.7%0.083%
8/12/2025Coldstream Capital Management Inc.1,327,469$39.07M0.6%+611,636.9%0.821%
8/12/2025Legacy Financial Group Inc.73,342$2.16M0.6%-6.4%0.045%
8/12/2025Tableaux LLC19,280$570K0.0%N/A0.012%
8/12/2025AlphaCore Capital LLC21,462$632K0.0%+29.7%0.013%
8/12/2025MAI Capital Management65,770$1.94M0.0%+3.6%0.041%
8/12/2025JPMorgan Chase & Co.338,387$9.96M0.0%+2.5%0.209%
8/12/2025Lodestone Wealth Management LLC24,326$716K0.3%+2.2%0.015%
8/11/2025Wealthspire Advisors LLC27,340$805K0.0%+43.5%0.017%
8/11/2025Diversified Portfolios Inc.533,065$15.69M1.5%+20.1%0.328%
8/11/2025Root Financial Partners LLC782,502$23.03M2.2%-39.7%0.482%
8/11/2025Mosaic Family Wealth Partners LLC964,105$28.37M3.6%+4.1%0.594%
8/11/2025Foundation Wealth Management LLC PA259,470$7.64M3.3%+24.3%0.160%
8/8/2025Tortoise Investment Management LLC261,530$7.70M0.7%+32.7%0.161%
8/8/2025Rockefeller Capital Management L.P.62,709$1.85M0.0%+24.1%0.039%
8/8/2025Pinney & Scofield Inc.160,075$4.71M3.2%+14.6%0.099%
8/8/2025Avantax Advisory Services Inc.1,888,085$55.57M0.3%-11.0%1.163%
8/8/2025Keyvantage Wealth LLC170,603$5.02M2.3%+7.7%0.105%
8/8/2025Creative Planning1,392,492$40.98M0.0%+85.7%0.858%
8/8/2025Altiora Financial Group LLC57,509$1.69M0.3%-1.9%0.035%
8/8/2025Truepoint Inc.1,375,016$40.47M1.0%+39.1%0.847%
8/8/2025RAM Investment Partners LLC18,368$541K0.1%+96.4%0.011%
8/8/2025W.H. Cornerstone Investments Inc.97,982$2.88M1.8%+3.9%0.060%
8/8/2025Austin Wealth Management LLC16,585$495K0.1%N/A0.010%
8/8/2025Advyzon Investment Management LLC77,352$2.28M0.5%+4.7%0.048%
8/7/2025Timonier Family Office LTD.359,940$10.59M4.0%+19.4%0.222%
8/7/2025Retirement Solution LLC630,891$18.57M4.7%+2.0%0.389%
8/7/2025Allworth Financial LP452,575$13.32M0.1%+0.9%0.279%
8/7/2025Roberts Glore & Co. Inc. IL77,716$2.29M0.7%+23.7%0.048%
8/7/2025Pinnacle Wealth Management Advisory Group LLC328,564$9.67M0.8%+2.3%0.202%
8/7/2025Alpha Financial Advisors LLC473,731$13.94M5.4%-9.1%0.292%
8/6/2025True Wealth Design LLC63,932$1.88M0.7%-4.7%0.039%
8/6/2025Valued Wealth Advisors LLC23,254$684K0.4%+10.2%0.014%
8/6/2025AE Wealth Management LLC3,438$101K0.0%+404.1%0.002%
8/6/2025Vestmark Advisory Solutions Inc.2,671,340$78.62M1.1%+117.2%1.646%
8/6/2025Savant Capital LLC11,772,597$346.47M2.1%+25.5%7.254%
8/6/2025Modera Wealth Management LLC2,457,840$72.33M0.9%-16.3%1.514%
8/6/2025Summit Wealth Group LLC117,453$3.46M0.9%+555.1%0.072%
8/6/2025Atlantic Union Bankshares Corp74,559$2.19M0.1%N/A0.046%
8/6/2025Cloud Capital Management LLC37,144$1.10M0.7%+275.8%0.023%
8/6/2025SNS Financial Group LLC90,029$2.65M0.3%-6.3%0.055%
8/5/2025HFG Advisors Inc.43,894$1.29M1.0%+10.9%0.027%
8/5/2025Clarity Wealth Development LLC380,726$11.21M11.2%+4.7%0.235%
8/5/2025Astra Wealth Partners LLC19,159$564K0.4%+19.9%0.012%
8/5/2025Golden Bell Financial Planning LLC21,741$640K0.6%+54.3%0.013%
8/5/2025Bank of Montreal Can832,836$24.51M0.0%+10.6%0.513%
8/5/2025Hutchens & Kramer Investment Management Group LLC20,427$617K0.3%-18.2%0.013%
8/5/2025Mission Wealth Management LP66,023$1.94M0.0%+583.3%0.041%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,831$849K0.1%+20.2%0.018%
8/5/2025Aviance Capital Partners LLC132,360$3.90M0.5%+19.0%0.082%
8/5/2025Avant Financial Advisors LLC311,396$9.16M7.5%+16.3%0.192%
8/4/2025Integrity Alliance LLC.616,269$18.14M1.0%+4.2%0.380%
(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 ($170.69M), 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 Corient Private Wealth LLC ($2.48M).

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

Institutional investors have bought a total of 57,249,558 shares in the last 24 months. This purchase volume represents approximately $1.71B 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 10/6/2025 by MarketBeat.com Staff
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