Free Trial
→ AI Meltdown Imminent: Dump These Stocks Now! (From Paradigm Press) (Ad) Buy DFSV Stock  Free DFSV Stock Alerts

Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$28.00 -0.03 (-0.09%)
As of 11:54 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
343
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$139.26M
Get DFSV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US Small Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFSV Institutional Buying and Selling by Quarter

Dimensional US Small Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.468,493$13.19M0.4%-0.4%0.296%
5/20/2025 Focus Partners Wealth2,283,031$64.27M0.2%+14.2%1.444%
5/20/2025 Integrity Alliance LLC.591,576$16.65M0.7%N/A0.374%
5/19/2025 SageView Advisory Group LLC56,933$1.60M0.1%-0.9%0.036%
5/19/2025 Advisory Alpha LLC103,002$2.90M0.1%+49.6%0.065%
5/19/2025 Client 1ST Advisory Group LLC83,605$2.35M0.9%+76.1%0.053%
5/16/2025 McIlrath & Eck LLC210,853$5.94M0.7%+9.4%0.136%
5/16/2025 Goldman Sachs Group Inc.106,607$3.00M0.0%+53.3%0.069%
5/16/2025 Jones Financial Companies Lllp55,775$1.57M0.0%-6.5%0.036%
5/16/2025 Plancorp LLC125,288$3.53M0.1%N/A0.081%
5/16/2025 NewEdge Advisors LLC880,716$24.79M0.1%-13.1%0.569%
5/16/2025 Integrated Wealth Concepts LLC90,003$2.53M0.0%+0.9%0.058%
5/16/2025 Investmark Advisory Group LLC47,295$1.33M0.7%-3.8%0.031%
5/16/2025 Jentner Corp747,798$21.05M6.3%+0.5%0.483%
5/16/2025 Ancora Advisors LLC159,153$4.48M0.1%+11.5%0.103%
5/15/2025 EP Wealth Advisors LLC2,028,357$57.10M0.5%-5.7%1.309%
5/15/2025 Focus Partners Advisor Solutions LLC980,782$27.61M0.4%+36.4%0.633%
5/15/2025 Flputnam Investment Management Co.91,450$2.57M0.0%-51.8%0.059%
5/15/2025 Royal Bank of Canada489,580$13.78M0.0%+27.7%0.316%
5/15/2025 Betterment LLC322,222$9.07M0.0%+172.6%0.208%
5/15/2025 MAI Capital Management63,475$1.79M0.0%+50.1%0.041%
5/15/2025 Tortoise Investment Management LLC197,029$5.55M0.6%+16.7%0.127%
5/14/2025 Wealth Preservation Advisors LLC47,618$1.34M1.0%N/A0.031%
5/14/2025 Triad Wealth Partners LLC20,052$564K0.2%N/A0.013%
5/14/2025 CreativeOne Wealth LLC13,761$387K0.0%+40.5%0.009%
5/14/2025 Quadcap Wealth Management LLC35,596$1.00M0.1%-4.5%0.023%
5/14/2025 Hill Investment Group Partners LLC98,173$2.76M0.4%-59.4%0.063%
5/14/2025 Freedom Investment Management Inc.294,261$8.28M0.7%+0.1%0.190%
5/14/2025 Kestra Advisory Services LLC285,360$8.03M0.0%+2.8%0.184%
5/14/2025 CW Advisors LLC11,872$334K0.0%N/A0.008%
5/14/2025 Arista Wealth Management LLC1,783,473$50.21M12.2%+4.2%1.151%
5/13/2025 Northern Trust Corp979,668$27.58M0.0%+58.7%0.632%
5/13/2025 Raymond James Financial Inc.1,367,282$38.49M0.0%+13.6%0.883%
5/13/2025 Oder Investment Management LLC34,688$976K0.8%+174.3%0.022%
5/13/2025 Cresset Asset Management LLC7,919$223K0.0%N/A0.005%
5/13/2025 American Investment Services Inc.133,812$3.77M0.7%+19.4%0.086%
5/13/2025 Kovitz Investment Group Partners LLC217,248$6.12M0.0%+43.6%0.140%
5/13/2025 Vestmark Advisory Solutions Inc.1,229,650$34.62M0.9%+18.6%0.794%
5/13/2025 Evensky & Katz LLC103,113$2.90M0.2%+80.8%0.067%
5/13/2025 Infinity Wealth Counsel LLC7,430$209K0.2%N/A0.005%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
5/13/2025 Ariadne Wealth Management LP29,851$830K0.4%+188.9%0.019%
5/13/2025 HighTower Advisors LLC440,182$12.39M0.0%+6.0%0.284%
5/12/2025 Mustard Seed Financial LLC40,112$1.13M0.9%+5.4%0.026%
5/12/2025 Financial Engines Advisors L.L.C.126,274$3.56M0.0%-22.2%0.082%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors23,989$676K0.1%-91.3%0.015%
5/12/2025 Aveo Capital Partners LLC198,503$5.39M0.9%+6.3%0.128%
5/12/2025 Berger Financial Group Inc7,768$219K0.0%N/A0.005%
5/12/2025 Truepoint Inc.988,399$27.82M0.8%+55.9%0.638%
5/12/2025 Savvy Advisors Inc.9,364$264K0.0%+29.1%0.006%
5/12/2025 AlphaCore Capital LLC16,552$466K0.0%N/A0.011%
5/9/2025 Keb Asset Management LLC207,616$5.84M1.7%+70.4%0.134%
5/9/2025 Chicago Partners Investment Group LLC502,340$13.63M0.4%-0.8%0.324%
5/9/2025 Pinney & Scofield Inc.139,641$3.93M2.8%+32.1%0.090%
5/9/2025 Navigoe LLC270,971$7.63M6.6%+36.1%0.175%
5/9/2025 Hemington Wealth Management55,284$1.56M0.2%-62.7%0.036%
5/9/2025 Roberts Glore & Co. Inc. IL62,818$1.77M0.5%+3.6%0.041%
5/9/2025 Exencial Wealth Advisors LLC1,256,966$35.38M1.3%+16.6%0.811%
5/9/2025 McMill Wealth Management53,479$1.51M0.5%+55.8%0.035%
5/9/2025 McClarren Financial Advisors Inc.15,338$432K0.3%-28.6%0.010%
5/9/2025 Cary Street Partners Investment Advisory LLC9,799$276K0.2%N/A0.006%
5/9/2025 Cary Street Partners Financial LLC17,411$490K0.0%+21.2%0.011%
5/9/2025 Advyzon Investment Management LLC73,912$2.08M0.8%-15.3%0.048%
5/9/2025 W.H. Cornerstone Investments Inc.94,321$2.66M1.8%+59.0%0.061%
5/9/2025 Strategic Investment Solutions Inc. IL222,139$6.25M1.8%-18.3%0.143%
5/9/2025 Earned Wealth Advisors LLC29,436$829K0.2%+16.3%0.019%
5/9/2025 Commonwealth Equity Services LLC898,166$25.28M0.0%+5.1%0.580%
5/8/2025 Altiora Financial Group LLC58,601$1.65M0.4%-8.1%0.038%
5/8/2025 Lindenwold Advisors INC25,557$719K0.4%N/A0.016%
5/8/2025 US Bancorp DE1,021$29K0.0%-45.8%0.001%
5/8/2025 Tillman Hartley LLC11,658$328K0.1%-21.0%0.008%
5/8/2025 Modera Wealth Management LLC2,936,778$82.67M1.1%+1.9%1.896%
5/8/2025 Aegis Wealth Management LLC59,347$1.67M1.0%+6.3%0.038%
5/8/2025 Arkadios Wealth Advisors10,448$294K0.0%+25.5%0.007%
5/8/2025 Squire Investment Management Company LLC17,147$483K0.2%-25.9%0.011%
5/8/2025 XTX Topco Ltd9,413$265K0.0%N/A0.006%
5/8/2025 Geneos Wealth Management Inc.469,061$13.20M0.3%-0.2%0.303%
5/7/2025 Hurley Capital LLC5,443$153K0.1%+7.5%0.004%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC321,308$9.05M0.8%+4.9%0.207%
5/7/2025 Schubert & Co51,834$1.46M1.0%+13.2%0.033%
5/7/2025 Werba Rubin Papier Wealth Management23,665$666K0.1%+5.2%0.015%
5/7/2025 Galvin Gaustad & Stein LLC20,934$589K0.1%+6.9%0.014%
5/7/2025 LPL Financial LLC1,466,232$41.27M0.0%+19.8%0.947%
5/7/2025 Keyvantage Wealth LLC158,368$4.46M2.2%+1,613.9%0.102%
5/7/2025 HB Wealth Management LLC16,040$452K0.0%N/A0.010%
5/6/2025 Avantax Advisory Services Inc.2,122,497$59.75M0.4%+16.5%1.370%
5/6/2025 Pinnacle Associates Ltd.321,308$9.05M0.1%+4.9%0.207%
5/6/2025 Abel Hall LLC289,404$8.15M4.9%+10.0%0.187%
5/6/2025 Grove Street Fiduciary LLC43,757$1.23M0.6%-21.9%0.028%
5/6/2025 Physician Wealth Solutions Inc.439,837$12.38M6.2%-2.7%0.284%
5/6/2025 Kathleen S. Wright Associates Inc.29,904$842K0.3%-7.5%0.019%
Trump Exec Order 14179 is wealth “gift” to good Americans? (Ad)

Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.

If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is
5/5/2025 Wealth Dimensions Group Ltd.437,060$12.30M2.9%+13.6%0.282%
5/5/2025 Aire Advisors LLC34,382$968K0.2%+15.0%0.022%
5/5/2025 Lauterbach Financial Advisors LLC19,368$545K0.3%+6.1%0.013%
5/5/2025 Aspen Capital Management LLC271,912$7.65M2.4%N/A0.176%
5/5/2025 Stordahl Capital Management Inc.872,297$24.56M5.8%+3.9%0.563%
5/5/2025 Kestra Private Wealth Services LLC14,372$405K0.0%+59.5%0.009%
5/5/2025 SNS Financial Group LLC96,082$2.71M0.3%+21.4%0.062%
5/5/2025 Keyes Stange & Wooten Wealth Management LLC17,448$491K0.3%N/A0.011%
5/5/2025 Nwam LLC13,500$380K0.0%N/A0.009%
5/5/2025 JMG Financial Group Ltd.5,816,865$163.75M5.5%+7.0%3.755%
(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, 423 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), JMG Financial Group Ltd. ($163.75M), Mather Group LLC. ($141.04M), Corient Private Wealth LLC ($122.32M), Pathstone Holdings LLC ($95.56M), and Modera Wealth Management LLC ($82.67M).Learn more on DFSV's institutional investors.

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

Of the 407 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 ($8.21M), Savant Capital LLC ($5.30M), Mather Group LLC. ($5.01M), EP Wealth Advisors LLC ($2.67M), Raymond James Financial Inc. ($2.57M), Arista Wealth Management LLC ($2.16M), 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 77,093,062 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

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

Of the 151 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: EP Wealth Advisors LLC ($638.82K), Alaska Permanent Fund Corp ($584.42K), Arista Wealth Management LLC ($571.42K), BetterWealth LLC ($512.85K), Aveo Capital Partners LLC ($392.60K), JMG Financial Group Ltd. ($252.36K), 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 6,728,221 shares in the last 24 months. This volume of shares sold represents approximately $195.36M in transactions.


Related Companies

This page (NYSEARCA:DFSV) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
The Collapse Has Already Started — Your 401(k) Is Next
There's a major heist happening on American wealth in real time. Except this one doesn't involve masks or v...
American Hartford Gold | Sponsored
Elon’s 2025 Silver Crisis (What It Means for You)
Elon Musk is back in the spotlight—this time for fueling a global scramble for silver. Tesla's relentless p...
GoldenCrest Metals | Sponsored
The Secret Map of America, Declassified…
Locked inside a Maryland man’s private safe is a map. But not just any map, mind you… This map shows a “...
Banyan Hill Publishing | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The Prophet's Newest Prediction
A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when pu...
Stansberry Research | Sponsored
Elon’s backup plan for AI
Elon knows the future isn’t about smarter AI — it’s about powering it. And this new technology is quietly b...
True Market Insiders | Sponsored