Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$37.42 0.00 (0.00%)
As of 05/22/2026 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)
452
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$251.78M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 McIlrath & 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
5/5/2026 Signet 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%
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%
5/1/2026 Fifth Third Bancorp1,397$49K0.0%+300.3%0.001%
5/1/2026 EQ Wealth Advisors LLC223,158$7.82M4.6%+0.6%0.112%
5/1/2026 Warburton Capital Management LLC67,723$2.46M1.2%+184.6%0.034%
5/1/2026 Simplicity Wealth LLC8,531$299K0.0%+15.9%0.004%
5/1/2026 Sequoia Financial Advisors LLC732,440$25.67M0.1%-2.0%0.369%
4/30/2026 Hassell Wealth Management LLC762,655$26.72M9.0%+1.5%0.384%
4/30/2026 Team Hewins LLC104,353$3.66M1.1%-0.8%0.053%
4/30/2026 Valued Wealth Advisors LLC45,101$1.58M0.6%+91.4%0.023%
4/30/2026 Mosaic Family Wealth Partners LLC997,993$34.97M3.6%+1.4%0.503%
4/30/2026 Kestra Advisory Services LLC334,878$11.73M0.0%+3.9%0.169%
4/29/2026 Rockwood Wealth Management LLC51,619$1.81M0.1%+5.3%0.026%
4/29/2026 American Capital Advisory LLC2,370$83K0.0%N/A0.001%
4/29/2026 Jackson Thornton Wealth Management LLC853,321$30.84M2.7%-5.5%0.430%
4/29/2026 Corus Family Wealth Advisors103,031$3.61M2.9%+5.0%0.052%
4/29/2026 Northwest Wealth Advisors LLC6,068$213K0.2%-17.3%0.003%
4/29/2026 Oceanside Advisors LLC412,992$14.47M8.3%+2.1%0.208%
4/29/2026 Canvas Wealth Advisors LLC31,444$1.10M0.2%N/A0.016%
4/28/2026 Planning Center Inc.6,050$212K0.0%N/A0.003%
4/28/2026 Abel Hall LLC325,397$11.40M2.4%+1.8%0.164%
4/28/2026 Ascentis Independent Advisors4,862$170K0.0%N/A0.002%
4/28/2026 Pine Harbor Wealth Management LLC25,561$896K0.3%-6.5%0.013%
4/28/2026 Berger Financial Group Inc8,111$284K0.0%-4.6%0.004%
4/28/2026 HBE Wealth Management LLC33,788$1.18M1.0%+2.1%0.017%
4/28/2026 Powerhouse Assets LLC19,877$697K0.6%+13.9%0.010%
4/28/2026 Beacon Financial Advisory LLC5,959$209K0.0%N/A0.003%
4/27/2026 TCI Wealth Advisors Inc.262,236$9.19M0.5%+0.8%0.132%
4/27/2026 Mustard Seed Financial LLC59,679$2.09M1.3%+11.8%0.030%
4/27/2026 BIP Wealth LLC127,257$4.46M0.2%+29.5%0.064%
4/27/2026 Legacy Financial Group Inc.74,088$2.60M0.7%-0.7%0.037%
4/27/2026 Flagstone Financial Management37,318$1.31M0.3%+15.7%0.019%
4/27/2026 Private Advisor Group LLC13,531$474K0.0%+118.9%0.007%
4/25/2026 Bayshore Asset Management LLC86,288$3.02M1.2%+5.2%0.044%
4/25/2026 Royal Harbor Partners LLC95,312$3.34M1.1%N/A0.048%
4/25/2026 BetterWealth LLC96,612$3.39M0.7%-3.7%0.049%
4/24/2026 Root Financial Partners LLC521,248$18.27M0.8%-15.6%0.264%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk's fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.tc pixel

Watch the free video to get the ticker today.
4/24/2026 Keb Asset Management LLC342,530$12.00M2.3%+1.9%0.173%
4/24/2026 Squire Investment Management Company LLC114,291$4.01M1.1%+17.3%0.058%
4/24/2026 Tcfg Wealth Management LLC24,918$873K0.3%-2.3%0.013%
4/24/2026 Equita Financial Network Inc.502,726$17.62M5.5%-14.9%0.255%
4/24/2026 Johnson Wealth Management LLC14,590$511K0.2%-7.5%0.007%
4/23/2026 Forum Financial Management LP143,601$5.03M0.1%+2.2%0.073%
4/23/2026 Private Wealth Management Group LLC337,899$11.84M3.1%-8.9%0.171%
4/23/2026 Avant Financial Advisors LLC330,577$11.58M8.1%+5.0%0.167%
4/23/2026 McLean Asset Management Corp236,681$8.29M1.5%+17.4%0.120%
4/23/2026 Clarity Wealth Development LLC480,383$16.83M13.7%+6.0%0.243%


DFSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 563 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 534 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 55,442,154 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

Of the 181 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), Equita Financial Network Inc. ($398.32K), and NewEdge Advisors LLC ($392.42K).

Institutional investors have sold a total of 8,008,821 shares in the last 24 months. This volume of shares sold represents approximately $251.78M in transactions.


Related Companies

This page (NYSEARCA:DFSV) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel