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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$31.15 +0.06 (+0.20%)
As of 02:57 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)
394
Total
Institutional Inflows
(last 12 months)
$1.62B
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$203.20M
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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
10/17/2025Total Wealth Planning LLC510,370$16.25M1.9%+2.4%0.300%
10/17/2025Clune & Associates LTD.101,123$3.22M0.8%+12.4%0.059%
10/17/2025Perigon Wealth Management LLC440,885$14.04M0.3%+4.0%0.259%
10/17/2025Client 1ST Advisory Group LLC120,542$3.84M1.3%+27.4%0.071%
10/17/2025Great Oak Capital Partners LLC34,467$1.10M0.3%+2.2%0.020%
10/17/2025Apollon Wealth Management LLC12,829$408K0.0%-12.1%0.008%
10/16/202525 LLC15,645$498K0.2%-10.4%0.009%
10/16/2025Shearwater Capital LLC22,189$706K0.4%+10.9%0.013%
10/16/2025V2 Financial group LLC74,522$2.37M1.3%+4.1%0.044%
10/16/2025Fortress Wealth Management Inc.6,393$204K0.1%N/A0.004%
10/15/2025 CWM LLC93,221$2.97M0.0%-39.6%0.055%
10/15/2025 GEN Financial Management INC.31,589$1.01M0.9%-3.4%0.019%
10/15/2025 Vestia Personal Wealth Advisors231,114$7.36M4.0%+20.0%0.136%
10/15/2025 Brady Martz Wealth Solutions LLC71,830$2.29M0.4%+5.1%0.042%
10/15/2025 Brookstone Capital Management29,916$953K0.0%+44.4%0.018%
10/15/2025 Triangle Securities Wealth Management8,459$269K0.1%+9.0%0.005%
10/15/2025 Level Financial Advisors108,269$3.45M1.0%+16.7%0.064%
10/15/2025 Founders Financial Securities LLC39,471$1.26M0.1%+117.9%0.023%
10/15/2025 McClarren Financial Advisors Inc.15,348$489K0.3%-43.3%0.009%
10/15/2025 Plancorp LLC304,225$9.69M0.3%+5.9%0.179%
10/15/2025 Scratch Capital LLC350,953$11.17M7.4%+7.8%0.206%
10/15/2025 Integris Wealth Management LLC574,946$18.31M4.5%+2.6%0.338%
10/14/2025 Revolve Wealth Partners LLC38,886$1.24M0.1%-3.2%0.023%
10/14/2025 DiNuzzo Private Wealth Inc.1,359,377$43.99M5.0%+1.8%0.800%
10/14/2025 Farther Finance Advisors LLC264,714$8.43M0.1%+72.3%0.156%
10/14/2025 Meritas Wealth Management LLC51,706$1.65M0.8%+2.2%0.030%
10/14/2025 Mendota Financial Group LLC4,145$132K0.1%-17.7%0.002%
10/14/2025 Northwest Wealth Management LLC79,373$2.53M0.4%+11.2%0.047%
10/14/2025 Builder Investment Group Inc. ADV25,090$799K0.2%+10.9%0.015%
10/14/2025 Parkwoods Wealth Partners LLC148,318$4.72M1.6%+493.4%0.087%
10/14/2025 Financial Harvest LLC10,831$345K0.2%+26.9%0.006%
10/14/2025 Dopkins Wealth Management LLC55,880$1.78M0.8%-0.7%0.033%
10/14/2025 Physician Wealth Solutions Inc.434,313$13.83M6.0%-0.4%0.255%
10/14/2025 Seaside Wealth Management Inc.845,116$26.91M8.0%+1.5%0.497%
10/14/2025 Foster Group Inc.27,616$879K0.0%-3.2%0.016%
10/14/2025 Evanson Asset Management LLC952,699$30.33M1.8%+4.6%0.560%
10/14/2025 TCI Wealth Advisors Inc.265,995$8.47M0.5%+3.7%0.156%
10/14/2025 Rockwood Wealth Management LLC46,732$1.49M0.1%+16.2%0.027%
10/10/2025 ABLE Financial Group LLC112,687$3.59M0.8%-6.1%0.066%
10/10/2025 Navigoe LLC354,071$11.27M7.2%+9.3%0.209%
10/10/2025 Warburton Capital Management LLC18,375$588K0.4%+26.3%0.011%
10/10/2025 Tilia Fiduciary Partners Inc.7,405$236K0.1%-14.0%0.004%
10/10/2025 HMV Wealth Advisors LLC35,905$1.14M0.6%+2.9%0.021%
10/10/2025 Kathleen S. Wright Associates Inc.27,919$889K0.3%+4.4%0.016%
10/10/2025 Flputnam Investment Management Co.19,491$621K0.0%-17.4%0.011%
10/10/2025 Cyndeo Wealth Partners LLC28,011$892K0.0%+4.1%0.016%
10/10/2025 Fiduciary Financial Group LLC41,382$1.32M0.2%+16.9%0.024%
10/9/2025 Baker Tilly Wealth Management LLC38,192$1.22M0.3%N/A0.022%
10/9/2025 AdvisorNet Financial Inc314,894$10.03M0.6%+1.4%0.185%
10/9/2025 Sprinkle Financial Consultants LLC32,238$1.03M0.6%+5.7%0.019%
10/9/2025 Verisail Partners LLC16,113$513K0.2%+4.3%0.010%
10/9/2025 Dynamic Advisor Solutions LLC29,482$939K0.0%+16.2%0.017%
10/9/2025 Fermata Advisors LLC133,057$4.24M1.1%-2.7%0.079%
10/9/2025 Wealth Advisors Northwest LLC502,244$15.99M7.7%-2.0%0.297%
10/8/2025 Fiduciary Alliance LLC32,183$1.03M0.1%+3.2%0.019%
10/8/2025 Firethorn Wealth Partners LLC61,742$1.97M0.8%-2.8%0.037%
10/8/2025 Integrated Capital Management Inc.116,747$3.72M2.6%N/A0.069%
10/8/2025 Quantum Financial Advisors LLC114,549$3.65M0.4%+0.6%0.068%
10/7/2025 McLean Asset Management Corp104,892$3.39M0.7%N/A0.062%
10/7/2025 Grant Private Wealth Management Inc62,031$1.98M1.2%N/A0.037%
10/7/2025 Friday Financial21,462$683K0.3%+3.4%0.013%
10/6/2025 Collective Family Office LLC207,057$6.59M1.6%+1.0%0.123%
10/6/2025 Strathmore Capital Advisors Inc.130,587$4.16M1.7%+5.6%0.077%
10/6/2025 Cambridge Financial Group LLC33,086$1.05M0.3%-4.0%0.020%
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%
9/9/2025 Cambridge 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%
(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 450 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 54,285,892 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

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

Of the 154 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 CWM LLC ($254.63K).

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

Institutional investors have sold a total of 6,874,678 shares in the last 24 months. This volume of shares sold represents approximately $203.20M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 10/17/2025 by MarketBeat.com Staff
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