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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$37.77 -0.40 (-1.05%)
Closing price 10/14/2026 04:10 PM Eastern
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$37.77 0.00 (0.00%)
As of 10/14/2026 07:30 PM 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)
385
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$353.64M
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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
10/14/2026Shore Point Advisors LLC6,405$240K0.1%N/A0.003%
10/5/2026Baker Tilly Wealth Management LLC18,095$678K0.1%-3.9%0.009%
10/5/2026Collective Family Office LLC203,817$7.64M1.6%N/A0.096%
9/23/2026Envestnet Asset Management Inc.2,378,365$92.26M0.0%+3.9%1.125%
9/15/2026Cherry Tree Wealth Management LLC1,962$76K0.0%N/A0.001%
9/9/2026Tortoise Investment Management LLC292,404$11.34M0.8%+0.8%0.141%
9/9/2026Sequoia Financial Advisors LLC714,818$27.73M0.1%-2.4%0.345%
9/9/2026Gemmer Asset Management LLC45,767$1.78M0.1%-2.9%0.022%
9/9/2026Pinnacle Wealth Management Advisory Group LLC312,283$12.11M0.7%-2.0%0.151%
9/9/2026Integrated Wealth Concepts LLC68,602$2.66M0.0%-25.9%0.033%
9/9/2026RFG Advisory LLC373,465$14.49M0.2%+2.4%0.181%
9/9/2026NewEdge Advisors LLC486,019$18.85M0.1%-4.5%0.235%
9/9/2026IFP Advisors Inc13,371$519K0.0%-19.3%0.006%
9/9/2026XY Planning Network Inc.171,402$6.65M0.8%+1.4%0.083%
9/8/2026Allworth Financial LP425,967$16.52M0.1%-51.1%0.206%
9/2/2026Citadel Advisors LLC18,307$710K0.0%-11.4%0.009%
8/27/2026Corient Private Wealth LP3,243,839$125.83M0.2%-55.8%1.568%
8/25/2026Tobias Financial Advisors Inc.461,103$17.89M2.2%+2.9%0.223%
8/23/2026Studio Investment Management LLC9,214$357K0.1%N/A0.004%
8/23/2026Mason & Associates LLC5,465$212K0.0%N/A0.003%
8/23/2026Andrews Lucia Wealth Management LLC20,427$792K0.4%+16.2%0.010%
8/23/2026Bayshore Asset Management LLC89,743$3.48M1.2%+4.0%0.043%
8/23/2026Operose Advisors LLC3,428$133K0.0%-13.6%0.002%
8/22/2026SeedSafe Financial LLC291,331$11.30M8.0%N/A0.141%
8/22/2026Sensenig Capital Advisors Inc18,409$714K0.7%-6.2%0.009%
8/22/2026Concurrent Investment Advisors LLC32,058$1.24M0.0%+2.8%0.015%
7/10/2026Accel Wealth Management5,572$216K0.0%N/A0.003%
7/10/2026Hudson Value Partners LLC67,407$2.62M0.7%+1.0%0.033%
7/10/2026DiNuzzo Private Wealth Inc.1,300,634$50.45M5.0%-3.5%0.637%
7/10/2026Canvas Wealth Advisors LLC40,580$1.57M0.2%+29.1%0.020%
7/10/2026William Mack & Associates Inc.54,027$2.10M0.7%+105.2%0.026%
7/10/2026Fiduciary Financial Group LLC46,157$1.79M0.2%-1.8%0.023%
7/10/2026Lam Group Inc.95,240$3.69M1.8%-2.8%0.047%
7/10/2026Marquette Asset Management LLC150,341$5.83M0.7%-1.6%0.074%
7/10/2026Wealthcare Advisory Partners LLC87,790$3.41M0.1%+2.5%0.043%
7/9/2026Revolve Wealth Partners LLC48,571$1.88M0.2%+51.1%0.024%
7/9/2026CPA Asset Management Group LLC28,448$1.10M0.3%-11.6%0.014%
7/9/2026Friday Financial26,941$1.04M0.3%+68.1%0.013%
7/9/2026Pettinga Financial Advisors LLC87,084$3.38M0.5%+1.3%0.043%
7/9/2026Arista Wealth Management LLC2,151,928$83.47M9.0%+2.3%1.054%
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7/8/2026Quantum Financial Advisors LLC113,826$4.42M0.4%+6.3%0.056%
7/8/2026Sprinkle Financial Consultants LLC44,221$1.72M0.7%+4.9%0.022%
7/8/2026Strategic Investment Solutions Inc. IL81,952$3.18M0.7%+6.7%0.040%
7/8/2026Factor Wealth Management LTD634,617$24.62M3.7%+82.4%0.311%
7/8/2026Twin Cities Retirement Group LLC69,833$2.71M2.3%+15.4%0.034%
7/8/2026Shearwater Capital LLC33,503$1.30M0.6%+10.0%0.016%
7/8/2026Apella Capital LLC483,548$18.65M0.3%+12.8%0.237%
7/8/202655 North Private Wealth LLC8,023$311K0.1%-9.8%0.004%
7/8/2026Emprise Bank68,714$2.67M1.0%-2.6%0.034%
7/8/2026Evanson Financial LLC1,160,147$45.00M2.2%N/A0.568%
7/8/2026Integrated Capital Management Inc.133,641$5.18M3.6%-0.5%0.065%
7/7/2026Fermata Advisors LLC135,874$5.27M1.1%-0.3%0.067%
7/7/2026Grant Private Wealth Management Inc57,727$2.24M0.9%-7.3%0.028%
7/7/2026CoreCap Advisors LLC1,946$75K0.0%-45.5%0.001%
7/2/2026Collective Family Office LLC204,738$7.94M1.6%+1.3%0.100%
7/2/2026 CX Institutional900$35K0.0%N/A0.000%
7/1/2026Trust 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%
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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%
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%


DFSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 570 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 ($8.19M), Corient Private Wealth LLC ($5.05M), Mather Group LLC. ($3.65M), 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 36,385,350 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

Of the 154 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), Allworth Financial LP ($459.14K), NewEdge Advisors LLC ($436.20K), and Equita Financial Network Inc. ($355.50K).

Institutional investors have sold a total of 9,960,402 shares in the last 24 months. This volume of shares sold represents approximately $353.64M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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