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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$30.80 +0.11 (+0.36%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$30.80 +0.00 (+0.02%)
As of 07/25/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
363
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$159.22M
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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
7/25/2025 Ruedi Wealth Management Inc.67,925$2.00M0.6%+372.4%0.042%
7/25/2025 Index Fund Advisors Inc.2,185,576$64.32M3.6%+11.7%1.347%
7/25/2025 CWM LLC154,339$4.54M0.0%-55.6%0.095%
7/25/2025 Hassell Wealth Management LLC729,857$22.75M8.3%+6.5%0.450%
7/25/2025 Apollon Wealth Management LLC14,600$430K0.0%-27.4%0.009%
7/25/2025 Hemington Wealth Management5,877$172K0.0%-89.4%0.004%
7/24/2025 Lindenwold Advisors INC46,442$1.37M0.7%+81.7%0.029%
7/24/2025 Blue Trust Inc.90,039$2.65M0.0%+9.6%0.055%
7/24/2025 Riverchase Wealth Management LLC28,142$828K0.5%+44.1%0.017%
7/24/2025 Morton Brown Family Wealth LLC36,195$1.07M0.3%+5,785.4%0.022%
7/24/2025 Vantage Point Financial LLC164,830$4.85M2.1%+7.6%0.102%
7/24/2025 IFP Advisors Inc8,464$249K0.0%+1,239.2%0.005%
7/24/2025 Wealth Advisors Northwest LLC512,589$15.09M7.9%+19.4%0.316%
7/23/2025 L.K. Benson & Company P.C.8,197$241K0.1%+8.0%0.005%
7/23/2025 Austin Asset Management Co Inc46,223$1.36M0.3%+328.0%0.028%
7/23/2025 Quarry Hill Advisors LLC66,062$1.94M1.1%+127.5%0.041%
7/23/2025 Abel Hall LLC279,984$8.24M3.8%-3.3%0.173%
7/23/2025 Kingswood Wealth Advisors LLC68,325$2.01M0.2%-5.6%0.042%
7/23/2025 HMV Wealth Advisors LLC34,905$1.03M0.7%-18.5%0.022%
7/23/2025 Pillar Financial Advisors LLC158,847$4.68M3.2%+12.9%0.098%
7/23/2025 Tcfg Wealth Management LLC29,092$856K0.4%-1.3%0.018%
7/22/2025 Evensky & Katz LLC72,150$2.12M0.1%-30.0%0.044%
7/22/2025 DAVENPORT & Co LLC8,544$251K0.0%N/A0.005%
7/22/2025 Yardley Wealth Management LLC12,569$370K0.2%N/A0.008%
7/22/2025 Gemmer Asset Management LLC46,706$1.38M0.1%-9.7%0.029%
7/22/2025 Sutton Place Investors LLC6,945$204K0.1%N/A0.004%
7/22/2025 Wealthcare Advisory Partners LLC128,426$3.78M0.1%+13.3%0.079%
7/22/2025 Firethorn Wealth Partners LLC63,544$1.87M0.8%-1.6%0.039%
7/21/2025 Quent Capital LLC102,889$3.03M0.3%-21.0%0.063%
7/21/2025 Tilia Fiduciary Partners Inc.8,610$253K0.2%N/A0.005%
7/21/2025 Keb Asset Management LLC332,285$9.78M2.4%+60.0%0.205%
7/21/2025 Financial Architects LLC297,920$8.77M5.3%-3.5%0.184%
7/21/2025 Family CFO Inc10,643$313K0.2%N/A0.007%
7/21/2025 25 LLC17,464$514K0.2%+37.0%0.011%
7/21/2025 Triad Wealth Partners LLC39,697$1.17M0.2%+98.0%0.024%
7/21/2025 Sageworth Trust Co21,138$622K0.0%N/A0.013%
7/18/2025 GEN Financial Management INC.32,690$962K0.8%+8.4%0.020%
7/18/2025 Meritas Wealth Management LLC50,615$1.49M0.8%+28.0%0.031%
7/18/2025 Parkwoods Wealth Partners LLC24,996$736K0.4%+132.5%0.015%
7/18/2025 Client 1ST Advisory Group LLC94,631$2.79M1.0%+13.2%0.058%
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7/18/2025 PBMares Wealth Management LLC255,306$7.51M1.4%+25.5%0.157%
7/18/2025 Liberty Capital Management Inc.7,547$222K0.0%-83.5%0.005%
7/18/2025 Truist Financial Corp107,009$3.15M0.0%+7.1%0.066%
7/18/2025 FMB Wealth Management27,418$807K0.4%-16.9%0.017%
7/17/2025 Melfa Wealth Management Inc.106,485$3.13M2.0%+4.7%0.066%
7/17/2025 DiNuzzo Private Wealth Inc.1,335,123$39.29M4.7%+7.8%0.833%
7/17/2025 Dopkins Wealth Management LLC56,254$1.66M0.7%-38.7%0.035%
7/17/2025 Lauterbach Financial Advisors LLC11,692$344K0.2%-39.6%0.007%
7/17/2025 Northwest Wealth Management LLC71,356$2.10M0.4%+13.2%0.045%
7/17/2025 HB Wealth Management LLC15,044$443K0.0%-6.2%0.009%
7/17/2025 Claris Advisors LLC MO16,014$471K0.2%N/A0.010%
7/17/2025 Janney Montgomery Scott LLC16,215$477K0.0%-9.2%0.010%
7/17/2025 Elser Financial Planning Inc230,429$6.92M0.4%N/A0.144%
7/17/2025 Avondale Wealth Management20,327$598K0.3%+16,032.5%0.013%
7/17/2025 Oceanside Advisors LLC397,232$11.69M7.8%+4.9%0.248%
7/17/2025 Global Trust Asset Management LLC11,412$336K0.2%-53.3%0.007%
7/17/2025 Lazari Capital Management Inc.21,198$624K0.2%-3.2%0.013%
7/17/2025 Porter White Investment Advisors Inc.39,399$1.16M0.5%-21.2%0.025%
7/17/2025 Mustard Seed Financial LLC44,856$1.32M1.0%+11.8%0.028%
7/17/2025 Willow Creek Wealth Management Inc.41,282$1.22M0.1%+170.1%0.026%
7/17/2025 XY Planning Network Inc.143,039$4.21M1.4%+110.4%0.089%
7/17/2025 SC&H Financial Advisors Inc.106,324$3.13M0.5%+12.8%0.066%
7/16/2025 Jentner Corp831,144$24.46M6.6%+11.1%0.519%
7/16/2025 Builder Investment Group Inc. ADV22,615$666K0.2%+19.1%0.014%
7/16/2025 Squire Investment Management Company LLC85,129$2.51M0.9%+396.5%0.053%
7/16/2025 TRU Independence Asset Management 2 LLC96,461$2.84M1.9%-10.4%0.060%
7/16/2025 Meredith Wealth Planning14,831$436K0.2%N/A0.009%
7/16/2025 Gradient Capital Advisors LLC172,432$5.08M1.5%+23.9%0.108%
7/16/2025 Vestia Personal Wealth Advisors192,657$5.67M3.7%+28.6%0.120%
7/16/2025 Moisand Fitzgerald Tamayo LLC63,935$1.88M0.2%+10.4%0.040%
7/16/2025 BOS Asset Management LLC287,665$8.47M2.7%+4.7%0.180%
7/16/2025 Strategic Investment Solutions Inc. IL87,676$2.58M0.8%-60.5%0.055%
7/16/2025 TCI Wealth Advisors Inc.256,488$7.55M0.5%+1,430.7%0.160%
7/16/2025 Perigon Wealth Management LLC423,964$12.48M0.3%+9.2%0.265%
7/16/2025 Leading Edge Financial Planning LLC814,869$23.98M6.7%+9.1%0.508%
7/16/2025 Plancorp LLC287,350$8.46M0.3%+129.4%0.179%
7/15/2025 Level Financial Advisors92,765$2.73M0.8%+0.6%0.058%
7/15/2025 Great Oak Capital Partners LLC33,724$1.04M0.3%+45.0%0.021%
7/15/2025 Well Done LLC437,588$12.88M2.4%+14.1%0.273%
7/15/2025 Signet Financial Management LLC127,466$3.75M0.5%-8.4%0.080%
7/15/2025 Total Wealth Planning LLC498,520$14.67M1.9%+22.1%0.311%
7/15/2025 Mather Group LLC.6,462,729$190.20M2.0%+29.0%4.033%
7/15/2025 Evanson Asset Management LLC910,662$26.80M1.7%+1.9%0.568%
7/15/2025 Oak Wealth Advisors LLC92,825$2.73M1.8%+36.1%0.058%
7/15/2025 Kraft Asset Management LLC14,331$422K0.4%+7.0%0.009%
7/15/2025 Bannerman Wealth Management Group LLC11,725$345K0.3%+7.6%0.007%
7/15/2025 Vannoy Advisory Group Inc.84,364$2.48M1.7%+1.9%0.053%
7/15/2025 Marquette Asset Management LLC154,911$4.56M0.8%N/A0.097%
7/15/2025 Hippocratic Financial Advisors LLC174,276$5.13M2.7%+0.2%0.109%
7/15/2025 Fortitude Family Office LLC10,612$312K0.1%N/A0.007%
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7/14/2025 Brady Martz Wealth Solutions LLC68,356$2.01M0.4%N/A0.043%
7/14/2025 AdvisorNet Financial Inc310,479$9.14M0.6%+5.5%0.194%
7/14/2025 BetterWealth LLC112,752$3.32M0.8%-7.3%0.070%
7/14/2025 Foster Group Inc.28,515$839K0.0%N/A0.018%
7/14/2025 Financial Harvest LLC8,537$251K0.2%N/A0.005%
7/14/2025 Friday Financial20,753$611K0.3%N/A0.013%
7/14/2025 Clear Harbor Asset Management LLC28,911$851K0.1%+18.3%0.018%
7/14/2025 ABLE Financial Group LLC120,008$3.53M0.9%+229.0%0.075%
7/14/2025 Narus Financial Partners LLC8,753$258K0.1%-22.3%0.005%
7/14/2025 Infinity Wealth Counsel LLC9,105$268K0.3%+22.5%0.006%
(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, 445 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($247.88M), Alaska Permanent Fund Corp ($234.57M), Mather Group LLC. ($190.20M), JMG Financial Group Ltd. ($163.75M), Corient Private Wealth LLC ($122.32M), Pathstone Holdings LLC ($95.56M), and Modera Wealth Management LLC ($82.67M).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 432 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: Alaska Permanent Fund Corp ($8.21M), Mather Group LLC. ($6.46M), Savant Capital LLC ($5.30M), EP Wealth Advisors LLC ($2.66M), Raymond James Financial Inc. ($2.57M), Pathstone Holdings LLC ($2.06M), and JMG Financial Group Ltd. ($1.66M).

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

Institutional investors have bought a total of 46,917,376 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

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

Of the 131 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: EP Wealth Advisors LLC ($638.82K), Alaska Permanent Fund Corp ($584.42K), BetterWealth LLC ($515.99K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($250.35K), NewEdge Advisors LLC ($242.77K), Alpha Financial Advisors LLC ($216.59K), and CWM LLC ($193.52K).

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

Institutional investors have sold a total of 5,401,760 shares in the last 24 months. This volume of shares sold represents approximately $159.22M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 7/27/2025 by MarketBeat.com Staff
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