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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$40.23 -0.01 (-0.01%)
As of 10:10 AM 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)
$1.25B
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$337.09M
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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
9/2/2026 Citadel Advisors LLC18,307$710K0.0%-11.4%0.009%
8/27/2026 Corient Private Wealth LP3,243,839$125.83M0.2%-55.8%1.568%
8/25/2026 Tobias Financial Advisors Inc.461,103$17.89M2.2%+2.9%0.223%
8/23/2026 Studio Investment Management LLC9,214$357K0.1%N/A0.004%
8/23/2026 Mason & Associates LLC5,465$212K0.0%N/A0.003%
8/23/2026 Andrews Lucia Wealth Management LLC20,427$792K0.4%+16.2%0.010%
8/23/2026 Bayshore Asset Management LLC89,743$3.48M1.2%+4.0%0.043%
8/23/2026 Operose Advisors LLC3,428$133K0.0%-13.6%0.002%
8/22/2026 SeedSafe Financial LLC291,331$11.30M8.0%N/A0.141%
8/22/2026 Sensenig Capital Advisors Inc18,409$714K0.7%-6.2%0.009%
8/22/2026 Concurrent Investment Advisors LLC32,058$1.24M0.0%+2.8%0.015%
7/10/2026 Accel Wealth Management5,572$216K0.0%N/A0.003%
7/10/2026 Hudson Value Partners LLC67,407$2.62M0.7%+1.0%0.033%
7/10/2026 DiNuzzo Private Wealth Inc.1,300,634$50.45M5.0%-3.5%0.637%
7/10/2026 Canvas Wealth Advisors LLC40,580$1.57M0.2%+29.1%0.020%
7/10/2026 William Mack & Associates Inc.54,027$2.10M0.7%+105.2%0.026%
7/10/2026 Fiduciary Financial Group LLC46,157$1.79M0.2%-1.8%0.023%
7/10/2026 Lam Group Inc.95,240$3.69M1.8%-2.8%0.047%
7/10/2026 Marquette Asset Management LLC150,341$5.83M0.7%-1.6%0.074%
7/10/2026 Wealthcare Advisory Partners LLC87,790$3.41M0.1%+2.5%0.043%
7/9/2026 Revolve Wealth Partners LLC48,571$1.88M0.2%+51.1%0.024%
7/9/2026 CPA Asset Management Group LLC28,448$1.10M0.3%-11.6%0.014%
7/9/2026 Friday Financial26,941$1.04M0.3%+68.1%0.013%
7/9/2026 Pettinga Financial Advisors LLC87,084$3.38M0.5%+1.3%0.043%
7/9/2026 Arista Wealth Management LLC2,151,928$83.47M9.0%+2.3%1.054%
7/8/2026 Quantum Financial Advisors LLC113,826$4.42M0.4%+6.3%0.056%
7/8/2026 Sprinkle Financial Consultants LLC44,221$1.72M0.7%+4.9%0.022%
7/8/2026 Strategic Investment Solutions Inc. IL81,952$3.18M0.7%+6.7%0.040%
7/8/2026 Factor Wealth Management LTD634,617$24.62M3.7%+82.4%0.311%
7/8/2026 Twin Cities Retirement Group LLC69,833$2.71M2.3%+15.4%0.034%
7/8/2026 Shearwater Capital LLC33,503$1.30M0.6%+10.0%0.016%
7/8/2026 Apella Capital LLC483,548$18.65M0.3%+12.8%0.237%
7/8/2026 55 North Private Wealth LLC8,023$311K0.1%-9.8%0.004%
7/8/2026 Emprise Bank68,714$2.67M1.0%-2.6%0.034%
7/8/2026 Evanson Financial LLC1,160,147$45.00M2.2%N/A0.568%
7/8/2026 Integrated Capital Management Inc.133,641$5.18M3.6%-0.5%0.065%
7/7/2026 Fermata Advisors LLC135,874$5.27M1.1%-0.3%0.067%
7/7/2026 Grant Private Wealth Management Inc57,727$2.24M0.9%-7.3%0.028%
7/7/2026 CoreCap Advisors LLC1,946$75K0.0%-45.5%0.001%
7/2/2026 Collective Family Office LLC204,738$7.94M1.6%+1.3%0.100%
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7/2/2026 CX Institutional900$35K0.0%N/A0.000%
7/1/2026 Trust Co of the South402,318$15.61M2.2%-9.6%0.202%
6/3/2026 DBK Financial Counsel LLC32,333$1.13M0.9%+32.9%0.016%
6/3/2026 NewEdge Advisors LLC508,902$17.83M0.1%-13.1%0.256%
5/29/2026 Asset Dedication LLC7,768$272K0.0%N/A0.004%
5/22/2026 Segall Bryant & Hamill LLC23,395$810K0.0%N/A0.012%
5/21/2026 BankChampaign National Association800$28K0.0%N/A0.000%
5/19/2026 Western Wealth Management LLC2,000$70K0.0%N/A0.001%
5/19/2026McIlrath & Eck LLC339,357$11.89M0.9%+7.1%0.171%
5/19/2026 NewEdge Advisors LLC488,295$17.11M0.3%-16.6%0.245%
5/19/2026 Ariadne Wealth Management LP29,749$1.04M0.5%+7.2%0.015%
5/19/2026 Bank of America Corp DE1,572,422$55.10M0.0%+0.1%0.790%
5/19/2026 Arkadios Wealth Advisors10,405$365K0.0%+3.7%0.005%
5/18/2026 MSA Advisors LLC24,793$869K0.3%N/A0.012%
5/18/2026 EverSource Wealth Advisors LLC124,378$4.36M0.1%+19.5%0.063%
5/18/2026 Royal Bank of Canada674,902$23.65M0.0%+23.0%0.339%
5/16/2026 Excelsior Advisor Network LLC39,922$1.40M0.5%+3.5%0.020%
5/16/2026 Quantinno Capital Management LP16,563$580K0.0%-32.9%0.008%
5/15/2026 Cardiff Park Advisors LLC387,114$13.56M1.1%+0.9%0.195%
5/15/2026 Quadcap Wealth Management LLC45,264$1.59M0.2%-2.1%0.023%
5/15/2026 Everest Financial Group LLC8,257$289K0.0%N/A0.004%
5/15/2026 Broadhurst Jeffrey B37,444$1.31M1.3%N/A0.019%
5/14/2026 Renaissance Technologies LLC89,200$3.13M0.0%N/A0.045%
5/14/2026 Compound Planning Inc.6,163$216K0.0%N/A0.003%
5/14/2026 CLG LLC21,275$745K0.2%-2.3%0.011%
5/14/2026 Forefront Analytics LLC6,341$222K0.2%N/A0.003%
5/14/2026 B&D White Capital Company LLC165,274$5.79M0.7%+5.2%0.083%
5/13/2026 Cetera Investment Advisers3,888,709$136.26M0.1%+61.3%1.954%
5/13/2026 American Investment Services Inc.154,956$5.43M1.2%+2.4%0.078%
5/13/2026 Sachem Hill LLC135,285$4.74M0.9%+1.6%0.068%
5/13/2026 Daner Wealth Management LLC68,259$2.52M1.3%+57.0%0.034%
5/8/2026 Wilkerson Advisory Group LLC33,671$1.18M0.4%-2.8%0.017%
5/8/2026 JMG Financial Group Ltd.6,191,354$216.95M6.0%+6.2%3.111%
5/7/2026 Hanover Advisors Inc.19,660$689K0.3%+4.8%0.010%
5/7/2026 Earned Wealth Advisors LLC29,102$1.02M0.1%-3.4%0.015%
5/6/2026 Sterling Financial Planning Inc.289,877$10.16M3.0%+1.1%0.146%
5/6/2026 Aviance Capital Partners LLC158,830$5.57M0.7%+16.8%0.080%
5/6/2026 Zhang Financial LLC702,217$24.61M0.9%+10.5%0.353%
5/6/2026 Modera Wealth Management LLC2,763,501$96.83M1.2%+3.9%1.389%
5/6/2026 Angeles Wealth Management LLC2,900$102K0.0%N/A0.001%
5/6/2026 Oder Investment Management LLC39,966$1.40M1.1%+9.4%0.020%
5/6/2026 CPA Asset Management Group LLC32,178$1.13M0.4%-31.7%0.016%
5/5/2026 Golden Bell Financial Planning LLC22,080$774K0.6%-2.4%0.011%
5/5/2026 Wealthfront Advisers LLC83,377$2.92M0.0%+11.1%0.042%
5/5/2026 Geneos Wealth Management Inc.486,035$17.03M0.4%-1.4%0.244%
5/5/2026Signet Financial Management LLC119,586$4.19M0.5%-2.3%0.060%
5/5/2026 Sanctuary Advisors LLC81,507$2.86M0.0%+2.6%0.041%
5/5/2026 Cogent Strategic Wealth LLC159,712$5.60M5.8%+16.2%0.080%
5/5/2026 MB Generational Wealth LLC64,651$2.27M1.3%+9.0%0.032%
5/5/2026 Roberts Glore & Co. Inc. IL74,160$2.60M0.7%-1.0%0.037%
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5/5/2026 Nwam LLC18,558$650K0.0%+37.5%0.009%
5/5/2026 Avantax Planning Partners Inc.413,787$14.50M0.4%-1.6%0.208%
5/4/2026 Summit Wealth Group LLC123,316$4.32M1.0%+3.1%0.062%
5/4/2026 V2 Financial group LLC127,767$4.48M2.1%+3.5%0.064%
5/4/2026 Chicago Partners Investment Group LLC572,540$21.28M0.4%+3.2%0.288%
5/4/2026 Vantage Point Financial LLC186,512$6.54M2.3%-1.1%0.094%
5/4/2026 Sentinel Wealth Management Inc.269,892$9.46M7.6%+5.7%0.136%
5/2/2026 Navigate Wealth Management LLC234,152$8.69M6.1%N/A0.118%
5/2/2026 Navigoe LLC365,165$12.80M7.6%+2.3%0.184%
5/1/2026 Seaside Wealth Management Inc.901,546$31.59M8.9%+1.6%0.453%


DFSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 569 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($528.98M), Corient Private Wealth LLC ($240.04M), Alaska Permanent Fund Corp ($234.57M), Mather Group LLC. ($217.61M), JMG Financial Group Ltd. ($216.95M), Focus Partners Wealth ($141.79M), and Cetera Investment Advisers ($136.26M).Learn more on Dimensional US Small Cap Value ETF's institutional investors.

Of the 537 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 ($8.19M), Mather Group LLC. ($6.62M), Corient Private Wealth LLC ($5.05M), Cerity Partners LLC ($3.28M), Raymond James Financial Inc. ($2.98M), Coldstream Capital Management Inc. ($2.26M), and Pathstone Holdings LLC ($2.09M).

Institutional investors have bought a total of 37,710,561 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

Of the 159 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: Corient Private Wealth LP ($4.09M), Vestmark Advisory Solutions Inc. ($1.29M), Waterway Wealth Management LLC ($479.14K), Total Wealth Planning LLC ($477.77K), NewEdge Advisors LLC ($413.32K), Equita Financial Network Inc. ($355.50K), and Root Financial Partners LLC ($355.42K).

Institutional investors have sold a total of 9,554,718 shares in the last 24 months. This volume of shares sold represents approximately $337.09M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFSV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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