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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

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$28.82
-0.04 (-0.14%)
(As of 04/24/2024 ET)
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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)
219
Total
Institutional Inflows
(last 12 months)
$996.91M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$57.42M
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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
4/24/2024Spire Wealth Management8,367$252K0.0%+35.0%0.009%
4/23/2024 Raymond James Financial Services Advisors Inc.551,534$16.60M0.0%+15.2%0.562%
4/22/2024 Corrigan Financial Inc.101,307$3.05M0.8%+75.3%0.103%
4/22/2024 Arista Wealth Management LLC487,031$14.66M11.2%-54.0%0.496%
4/22/2024 Rockwood Wealth Management LLC20,058$604K0.1%+49.3%0.020%
4/22/2024 Edge Financial Advisors LLC14,996$457K0.4%N/A0.015%
4/22/2024 Physician Wealth Solutions Inc.234,241$7.05M5.9%+31.6%0.239%
4/20/2024BetterWealth LLC597,086$17.97M5.9%+1.2%0.608%
4/19/2024Level Financial Advisors36,009$1.08M0.5%+258.5%0.037%
4/19/2024 Altiora Financial Group LLC16,249$489K0.1%+79.9%0.017%
4/18/2024Total Wealth Planning LLC301,657$9.08M1.6%+7.8%0.517%
4/18/2024Stordahl Capital Management Inc.822,120$24.75M6.2%+3.3%1.410%
4/18/2024HFG Advisors Inc.37,053$1.12M1.0%N/A0.064%
4/18/2024Aviance Capital Partners LLC87,048$2.62M0.4%+1.7%0.149%
4/18/2024Seaside Wealth Management Inc.667,071$20.08M8.6%+1.8%1.144%
4/18/2024Pettinga Financial Advisors LLC53,579$1.61M0.4%+10.4%0.092%
4/18/2024Compass Ion Advisors LLC17,050$513K0.1%N/A0.029%
4/18/2024Advisory Services & Investments LLC209,501$6.31M4.3%+2.0%0.359%
4/18/2024Waterway Wealth Management LLC471,349$14.19M6.2%+0.2%0.808%
4/17/2024Gradient Capital Advisors LLC62,399$1.88M0.7%+13.5%0.107%
4/17/2024Annapolis Financial Services LLC129,305$3.89M1.3%-3.2%0.222%
4/17/2024Kathleen S. Wright Associates Inc.26,096$775K0.4%+85.1%0.045%
4/16/2024Moisand Fitzgerald Tamayo LLC60,145$1.81M0.3%-0.6%0.103%
4/16/2024Firethorn Wealth Partners LLC58,284$1.75M1.0%+52.7%0.100%
4/16/2024Wealth Enhancement Advisory Services LLC397,541$11.97M0.0%+9.7%0.682%
4/15/2024Wealthcare Advisory Partners LLC39,601$1.19M0.0%+5.8%0.068%
4/15/2024Great Oak Capital Partners LLC15,951$480K0.2%+39.0%0.027%
4/15/2024Schoolcraft Capital LLC104,687$3.15M0.7%+9.8%0.180%
4/13/2024 Evanson Asset Management LLC631,751$19.02M1.5%+12.5%1.084%
4/12/2024 Fermata Advisors LLC55,187$1.66M0.4%+20.7%0.095%
4/12/2024 Capital Planning LLC30,184$909K0.3%+19.8%0.052%
4/12/2024 AdvisorNet Financial Inc241,010$7.25M0.7%+3,113.0%0.413%
4/12/2024 Global Trust Asset Management LLC42,383$1.28M0.5%+3.2%0.073%
4/11/2024 Soundmark Wealth Management LLC93,385$2.81M1.2%+22.0%0.160%
4/10/2024Trust Co of the South107,423$3.23M0.7%+32.3%0.184%
4/10/2024 Lantz Financial LLC79,409$2.39M0.8%+30.8%0.136%
4/9/2024 Alaska Permanent Fund Corp8,205,327$246.98M3.6%+4.4%14.074%
4/9/2024 Collective Family Office LLC50,278$1.51M0.5%+1.5%0.086%
4/5/2024 Lam Group Inc.93,243$2.81M2.3%+1.0%0.160%
4/4/2024 Shearwater Capital LLC16,254$489K0.4%+2.8%0.028%
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4/2/2024 Cravens & Co Advisors LLC103,120$3.10M2.6%+2.3%0.177%
3/14/2024Yeomans Consulting Group Inc.213,999$6.23M3.1%N/A0.367%
3/6/2024SageView Advisory Group LLC57,446$1.66M0.1%-0.9%0.099%
2/29/2024Tortoise Investment Management LLC42,913$1.25M0.2%+22.4%0.074%
2/28/2024EP Wealth Advisors LLC2,572,574$74.91M1.0%+6.2%4.413%
2/28/2024Abel Hall LLC235,120$6.85M5.8%N/A0.403%
2/26/2024Great Oak Capital Partners LLC11,473$334K0.2%N/A0.020%
2/23/2024Chicago Partners Investment Group LLC493,452$13.98M0.6%+14.4%0.846%
2/15/2024Financial Planning & Information Services Inc.10,800$314K0.0%-4.2%0.019%
2/15/2024Freedom Investment Management Inc.330,249$9.62M0.8%N/A0.566%
2/15/2024Buckingham Strategic Partners LLC173,950$5.07M0.2%+204.9%0.298%
2/15/2024Buckingham Strategic Wealth LLC644,523$18.77M0.2%+154.9%1.106%
2/15/2024C M Bidwell & Associates Ltd.11,062$322K0.2%-11.2%0.019%
2/14/2024True Wealth Design LLC122,943$3.58M1.0%+4.9%0.211%
2/14/2024Northwest Wealth Management LLC24,633$717K0.2%+111.0%0.042%
2/14/2024Elevate Wealth Advisory Inc.10,701$312K0.3%N/A0.018%
2/13/2024Exencial Wealth Advisors LLC530,596$15.45M0.6%+34.5%0.910%
2/13/2024Essential Planning LLC.12,662$369K0.2%N/A0.022%
2/13/2024Advisory Services & Investments LLC205,390$5.98M4.4%+6.0%0.352%
2/13/2024Peapack Gladstone Financial Corp214,671$6.25M0.1%+75.2%0.368%
2/13/2024Legacy Financial Group Inc.47,175$1.37M0.6%+24.1%0.081%
2/13/2024Jones Financial Companies Lllp4,649$135K0.0%+137.6%0.008%
2/13/2024Vannoy Advisory Group Inc.83,584$2.43M2.0%N/A0.143%
2/12/2024American Investment Services Inc.109,095$3.18M0.6%+38.1%0.187%
2/12/2024Keb Asset Management LLC111,972$3.26M1.2%-16.4%0.192%
2/12/2024Relative Value Partners Group LLC196,687$5.73M0.3%+48.3%0.337%
2/12/2024Schubert & Co38,397$1.12M1.0%-1.2%0.066%
2/9/2024Advisory Services Network LLC7,370$215K0.0%N/A0.013%
2/9/2024Team Hewins LLC26,365$768K0.1%N/A0.045%
2/9/2024SageView Advisory Group LLC57,446$1.66M0.1%-0.9%0.099%
2/9/2024FineMark National Bank & Trust39,052$1.14M0.0%N/A0.067%
2/9/2024Cambridge Investment Research Advisors Inc.56,168$1.64M0.0%-13.6%0.096%
2/9/2024Wealth Dimensions Group Ltd.221,409$6.45M2.0%+22.9%0.380%
2/9/2024Corient Private Wealth LLC1,924,856$56.05M0.1%+11.6%3.302%
2/9/2024 Cravens & Co Advisors LLC100,795$2.94M2.5%-0.6%0.173%
2/9/2024Discipline Wealth Solutions LLC80,309$2.26M2.3%N/A0.138%
2/8/2024Quarry Hill Advisors LLC22,016$641K0.5%+72.9%0.038%
2/8/2024Tortoise Investment Management LLC43,436$1.21M0.2%+23.9%0.075%
2/8/2024Private Wealth Management Group LLC530,179$15.44M7.6%N/A0.909%
2/8/2024Beacon Pointe Advisors LLC184,359$5.37M0.1%+0.6%0.316%
2/8/2024Eudaimonia Partners LLC42,420$1.24M0.3%N/A0.073%
2/8/2024RCS Financial Planning LLC233,744$6.81M4.5%+1.1%0.401%
2/7/2024Avantax Advisory Services Inc.87,316$2.54M0.0%+811.3%0.150%
2/7/2024Pinnacle Wealth Management Advisory Group LLC301,298$8.77M1.0%-5.4%0.517%
2/6/2024Aviance Capital Partners LLC85,600$2.49M0.5%+3.1%0.147%
2/6/2024Capital Performance Advisors LLP8,455$246K0.1%N/A0.015%
2/6/2024Apollon Wealth Management LLC20,100$585K0.0%+5.2%0.034%
2/6/2024Lincoln National Corp94,575$2.75M0.0%+5.4%0.162%
2/6/2024Wealthcare Advisory Partners LLC37,421$1.09M0.0%+108.8%0.064%
2/6/2024Spire Wealth Management6,199$174K0.0%+156.1%0.011%
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2/6/2024W.H. Cornerstone Investments Inc.38,996$1.14M0.9%N/A0.067%
2/6/2024Vestmark Advisory Solutions Inc.625,366$18.21M0.9%+16.2%1.073%
2/6/2024 Signature Resources Capital Management LLC10,159$296K0.3%N/A0.017%
2/6/2024Aveo Capital Partners LLC194,036$5.65M0.7%-14.1%0.333%
2/6/2024Commonwealth Equity Services LLC740,922$21.58M0.0%+0.1%1.271%
2/6/2024McIlrath & Eck LLC145,175$4.23M0.7%+121.2%0.249%
2/6/2024Alpha Financial Advisors LLC705,320$20.54M10.4%+8.9%1.210%
2/6/2024DiNuzzo Private Wealth Inc.1,235,194$35.97M5.1%N/A2.119%
2/5/2024Savant Capital LLC2,257,574$65.74M0.8%+52.2%3.872%
2/5/2024Mission Wealth Management LP15,514$452K0.0%+20.2%0.027%
(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, 255 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Dimensional Fund Advisors LP ($257.80M), Alaska Permanent Fund Corp ($246.98M), Merriman Wealth Management LLC ($155.05M), JMG Financial Group Ltd. ($127.34M), EP Wealth Advisors LLC ($74.91M), and Savant Capital LLC ($65.74M).Learn more on DFSV's institutional investors.

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

Of the 251 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 ($13.82M), Merriman Wealth Management LLC ($6.27M), JMG Financial Group Ltd. ($4.63M), EP Wealth Advisors LLC ($2.57M), Savant Capital LLC ($2.26M), Ritholtz Wealth Management ($1.88M), and Modera Wealth Management LLC ($1.48M).

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

Institutional investors have bought a total of 69,838,832 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

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

Of the 59 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: Arista Wealth Management LLC ($571.42K), Aveo Capital Partners LLC ($380.42K), Truepoint Inc. ($296.99K), JMG Financial Group Ltd. ($252.36K), CWM LLC ($102.35K), Geneos Wealth Management Inc. ($87.56K), and 3D L Capital Management LLC ($73.57K).

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

Institutional investors have sold a total of 2,341,376 shares in the last 24 months. This volume of shares sold represents approximately $64.10M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 4/24/2024 by MarketBeat.com Staff

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