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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$38.67 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
451
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$256.12M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Collective Family Office LLC204,738$7.94M1.6%+1.3%0.100%
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%
6/3/2026DBK Financial Counsel LLC32,333$1.13M0.9%+32.9%0.016%
6/3/2026NewEdge Advisors LLC508,902$17.83M0.1%-13.1%0.256%
5/29/2026Asset Dedication LLC7,768$272K0.0%N/A0.004%
5/22/2026Segall Bryant & Hamill LLC23,395$810K0.0%N/A0.012%
5/21/2026BankChampaign National Association800$28K0.0%N/A0.000%
5/19/2026Western Wealth Management LLC2,000$70K0.0%N/A0.001%
5/19/2026McIlrath & Eck LLC339,357$11.89M0.9%+7.1%0.171%
5/19/2026NewEdge Advisors LLC488,295$17.11M0.3%-16.6%0.245%
5/19/2026Ariadne Wealth Management LP29,749$1.04M0.5%+7.2%0.015%
5/19/2026Bank of America Corp DE1,572,422$55.10M0.0%+0.1%0.790%
5/19/2026Arkadios Wealth Advisors10,405$365K0.0%+3.7%0.005%
5/18/2026MSA Advisors LLC24,793$869K0.3%N/A0.012%
5/18/2026EverSource Wealth Advisors LLC124,378$4.36M0.1%+19.5%0.063%
5/18/2026Royal Bank of Canada674,902$23.65M0.0%+23.0%0.339%
5/16/2026Excelsior Advisor Network LLC39,922$1.40M0.5%+3.5%0.020%
5/16/2026Quantinno Capital Management LP16,563$580K0.0%-32.9%0.008%
5/15/2026Cardiff Park Advisors LLC387,114$13.56M1.1%+0.9%0.195%
5/15/2026Quadcap Wealth Management LLC45,264$1.59M0.2%-2.1%0.023%
5/15/2026Everest Financial Group LLC8,257$289K0.0%N/A0.004%
5/15/2026Broadhurst Jeffrey B37,444$1.31M1.3%N/A0.019%
5/14/2026Renaissance Technologies LLC89,200$3.13M0.0%N/A0.045%
5/14/2026Compound Planning Inc.6,163$216K0.0%N/A0.003%
5/14/2026CLG LLC21,275$745K0.2%-2.3%0.011%
5/14/2026Forefront Analytics LLC6,341$222K0.2%N/A0.003%
5/14/2026B&D White Capital Company LLC165,274$5.79M0.7%+5.2%0.083%
5/13/2026Cetera Investment Advisers3,888,709$136.26M0.1%+61.3%1.954%
5/13/2026American Investment Services Inc.154,956$5.43M1.2%+2.4%0.078%
5/13/2026Sachem Hill LLC135,285$4.74M0.9%+1.6%0.068%
5/13/2026Daner Wealth Management LLC68,259$2.52M1.3%+57.0%0.034%
5/8/2026Wilkerson Advisory Group LLC33,671$1.18M0.4%-2.8%0.017%
5/8/2026JMG Financial Group Ltd.6,191,354$216.95M6.0%+6.2%3.111%
5/7/2026Hanover Advisors Inc.19,660$689K0.3%+4.8%0.010%
5/7/2026Earned Wealth Advisors LLC29,102$1.02M0.1%-3.4%0.015%
5/6/2026Sterling Financial Planning Inc.289,877$10.16M3.0%+1.1%0.146%
5/6/2026Aviance Capital Partners LLC158,830$5.57M0.7%+16.8%0.080%
5/6/2026Zhang Financial LLC702,217$24.61M0.9%+10.5%0.353%
5/6/2026Modera Wealth Management LLC2,763,501$96.83M1.2%+3.9%1.389%
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5/6/2026Angeles Wealth Management LLC2,900$102K0.0%N/A0.001%
5/6/2026Oder Investment Management LLC39,966$1.40M1.1%+9.4%0.020%
5/6/2026CPA Asset Management Group LLC32,178$1.13M0.4%-31.7%0.016%
5/5/2026Golden Bell Financial Planning LLC22,080$774K0.6%-2.4%0.011%
5/5/2026Wealthfront Advisers LLC83,377$2.92M0.0%+11.1%0.042%
5/5/2026Geneos 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%
5/5/2026Sanctuary Advisors LLC81,507$2.86M0.0%+2.6%0.041%
5/5/2026Cogent Strategic Wealth LLC159,712$5.60M5.8%+16.2%0.080%
5/5/2026MB Generational Wealth LLC64,651$2.27M1.3%+9.0%0.032%
5/5/2026Roberts Glore & Co. Inc. IL74,160$2.60M0.7%-1.0%0.037%
5/5/2026Nwam LLC18,558$650K0.0%+37.5%0.009%
5/5/2026Avantax Planning Partners Inc.413,787$14.50M0.4%-1.6%0.208%
5/4/2026Summit Wealth Group LLC123,316$4.32M1.0%+3.1%0.062%
5/4/2026V2 Financial group LLC127,767$4.48M2.1%+3.5%0.064%
5/4/2026Chicago Partners Investment Group LLC572,540$21.28M0.4%+3.2%0.288%
5/4/2026Vantage Point Financial LLC186,512$6.54M2.3%-1.1%0.094%
5/4/2026Sentinel Wealth Management Inc.269,892$9.46M7.6%+5.7%0.136%
5/2/2026Navigate Wealth Management LLC234,152$8.69M6.1%N/A0.118%
5/2/2026Navigoe LLC365,165$12.80M7.6%+2.3%0.184%
5/1/2026Seaside Wealth Management Inc.901,546$31.59M8.9%+1.6%0.453%
5/1/2026Fifth Third Bancorp1,397$49K0.0%+300.3%0.001%
5/1/2026EQ Wealth Advisors LLC223,158$7.82M4.6%+0.6%0.112%
5/1/2026Warburton Capital Management LLC67,723$2.46M1.2%+184.6%0.034%
5/1/2026Simplicity Wealth LLC8,531$299K0.0%+15.9%0.004%
5/1/2026Sequoia Financial Advisors LLC732,440$25.67M0.1%-2.0%0.369%
4/30/2026Hassell Wealth Management LLC762,655$26.72M9.0%+1.5%0.384%
4/30/2026Team Hewins LLC104,353$3.66M1.1%-0.8%0.053%
4/30/2026Valued Wealth Advisors LLC45,101$1.58M0.6%+91.4%0.023%
4/30/2026Mosaic Family Wealth Partners LLC997,993$34.97M3.6%+1.4%0.503%
4/30/2026Kestra Advisory Services LLC334,878$11.73M0.0%+3.9%0.169%
4/29/2026Rockwood Wealth Management LLC51,619$1.81M0.1%+5.3%0.026%
4/29/2026American Capital Advisory LLC2,370$83K0.0%N/A0.001%
4/29/2026Jackson Thornton Wealth Management LLC853,321$30.84M2.7%-5.5%0.430%
4/29/2026Corus Family Wealth Advisors103,031$3.61M2.9%+5.0%0.052%
4/29/2026Northwest Wealth Advisors LLC6,068$213K0.2%-17.3%0.003%
4/29/2026Oceanside Advisors LLC412,992$14.47M8.3%+2.1%0.208%
4/29/2026Canvas Wealth Advisors LLC31,444$1.10M0.2%N/A0.016%
4/28/2026Planning Center Inc.6,050$212K0.0%N/A0.003%
4/28/2026Abel Hall LLC325,397$11.40M2.4%+1.8%0.164%
4/28/2026Ascentis Independent Advisors4,862$170K0.0%N/A0.002%
4/28/2026Pine Harbor Wealth Management LLC25,561$896K0.3%-6.5%0.013%
4/28/2026Berger Financial Group Inc8,111$284K0.0%-4.6%0.004%
4/28/2026HBE Wealth Management LLC33,788$1.18M1.0%+2.1%0.017%
4/28/2026Powerhouse Assets LLC19,877$697K0.6%+13.9%0.010%
4/28/2026Beacon Financial Advisory LLC5,959$209K0.0%N/A0.003%
4/27/2026TCI Wealth Advisors Inc.262,236$9.19M0.5%+0.8%0.132%
4/27/2026Mustard Seed Financial LLC59,679$2.09M1.3%+11.8%0.030%
4/27/2026BIP Wealth LLC127,257$4.46M0.2%+29.5%0.064%
4/27/2026Legacy Financial Group Inc.74,088$2.60M0.7%-0.7%0.037%
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4/27/2026Flagstone Financial Management37,318$1.31M0.3%+15.7%0.019%
4/27/2026Private Advisor Group LLC13,531$474K0.0%+118.9%0.007%
4/25/2026Bayshore Asset Management LLC86,288$3.02M1.2%+5.2%0.044%
4/25/2026Royal Harbor Partners LLC95,312$3.34M1.1%N/A0.048%
4/25/2026BetterWealth LLC96,612$3.39M0.7%-3.7%0.049%
4/24/2026Root Financial Partners LLC521,248$18.27M0.8%-15.6%0.264%
4/24/2026Keb Asset Management LLC342,530$12.00M2.3%+1.9%0.173%
4/24/2026Squire Investment Management Company LLC114,291$4.01M1.1%+17.3%0.058%
4/24/2026Tcfg Wealth Management LLC24,918$873K0.3%-2.3%0.013%
4/24/2026Equita Financial Network Inc.502,726$17.62M5.5%-14.9%0.255%


DFSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 565 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 536 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 ($10.01M), 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 55,181,513 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

Of the 182 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: Vestmark Advisory Solutions Inc. ($1.29M), Root Financial Partners LLC ($870.80K), Waterway Wealth Management LLC ($479.14K), Modera Wealth Management LLC ($478.94K), Total Wealth Planning LLC ($477.77K), NewEdge Advisors LLC ($469.23K), and Equita Financial Network Inc. ($398.32K).

Institutional investors have sold a total of 8,128,247 shares in the last 24 months. This volume of shares sold represents approximately $256.12M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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