Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

$31.55

+0.50 (+1.61%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 229
Total Institutional Inflows (last 12 months): $901.60M

Number of Institutional Sellers (last 12 months): 56
Total Institutional Outflows (last 12 months): $57.22M

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DFSV Institutional Buying and Selling by Quarter

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Dimensional US Small Cap Value ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Rockwood Wealth Management LLC	19,429	$559K	0.1%	-3.1%	0.019%
7/27/2024	Cypress Point Wealth Management LLC	17,053	$491K	0.2%	+12.5%	0.017%
7/26/2024	Sprinkle Financial Consultants LLC	22,764	$655K	0.5%	+2.6%	0.023%
7/26/2024	Cambridge Investment Research Advisors Inc.	107,648	$3.10M	0.0%	+47.8%	0.108%
7/26/2024	Schoolcraft Capital LLC	142,671	$4.11M	0.9%	+36.3%	0.143%
7/26/2024	Oceanside Advisors LLC	351,866	$10.13M	8.2%	+2.9%	0.353%
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7/25/2024	Keb Asset Management LLC	113,635	$3.27M	1.1%	+1.5%	0.114%
7/25/2024	SNS Financial Group LLC	76,977	$2.22M	0.2%	-1.9%	0.077%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	308,539	$8.88M	0.9%	+4.7%	0.309%
7/25/2024	Yeomans Consulting Group Inc.	207,107	$5.96M	2.3%	+1.5%	0.208%
7/25/2024	Retirement Solution LLC	640,896	$18.45M	5.0%	+0.9%	0.643%
7/25/2024	Waterway Wealth Management LLC	449,671	$12.94M	6.4%	-4.6%	0.451%
7/23/2024	Geneos Wealth Management Inc.	504,204	$14.51M	0.6%	+0.7%	0.506%
7/23/2024	Level Financial Advisors	54,705	$1.57M	0.7%	+51.9%	0.055%
7/23/2024	Alpha Financial Advisors LLC	727,030	$20.92M	10.1%	-0.2%	0.729%
7/23/2024	Diversified Portfolios Inc.	318,545	$9.17M	1.2%	+29.5%	0.320%
7/22/2024	Fifth Third Bancorp	10,197	$293K	0.0%	N/A	0.010%
7/22/2024	Krilogy Financial LLC	388,577	$11.18M	0.8%	+15.1%	0.390%
7/22/2024	Kraft Asset Management LLC	16,132	$464K	0.4%	-35.2%	0.016%
7/22/2024	RCS Financial Planning LLC	278,491	$8.02M	4.7%	+15.2%	0.279%
7/20/2024	Raymond James Financial Services Advisors Inc.	601,078	$17.30M	0.0%	+9.0%	0.603%
7/20/2024	Zhang Financial LLC	538,128	$15.49M	1.1%	+10.8%	0.540%
7/19/2024	BetterWealth LLC	610,801	$17.58M	5.6%	+2.3%	0.613%
7/19/2024	Integris Wealth Management LLC	515,908	$14.85M	4.3%	-8.7%	0.517%
7/19/2024	Efficient Frontier Advisors LLC	148,899	$4.29M	3.0%	N/A	0.149%
7/19/2024	Signature Resources Capital Management LLC	11,988	$345K	0.3%	+18.0%	0.012%
7/19/2024	Well Done LLC	378,963	$10.91M	2.3%	+4.5%	0.380%
7/17/2024	Physician Wealth Advisors Inc.	22,039	$688K	0.1%	-4.6%	0.022%
7/17/2024	W.H. Cornerstone Investments Inc.	79,452	$2.29M	1.6%	+16.4%	0.080%
7/17/2024	Clear Harbor Asset Management LLC	11,635	$335K	0.0%	+18.7%	0.012%
7/17/2024	Ruedi Wealth Management Inc.	14,061	$405K	0.2%	-6.7%	0.014%
7/17/2024	Annapolis Financial Services LLC	146,415	$4.21M	1.4%	+13.2%	0.147%
7/17/2024	Mattern Wealth Management LLC	55,678	$1.60M	0.4%	+91.4%	0.056%
7/17/2024	Galvin Gaustad & Stein LLC	7,028	$202K	0.0%	N/A	0.007%
7/17/2024	AdvisorNet Financial Inc	252,735	$7.27M	0.7%	+4.9%	0.253%
7/16/2024	Financial Architects LLC	277,630	$7.99M	5.4%	+3.8%	0.278%
7/16/2024	SJS Investment Consulting Inc.	900	$26K	0.0%	-39.9%	0.001%
7/16/2024	Wealth Enhancement Advisory Services LLC	428,703	$12.34M	0.0%	+7.8%	0.430%
7/16/2024	Gemmer Asset Management LLC	53,750	$1.55M	0.2%	+346.6%	0.054%
7/15/2024	Quantum Financial Advisors LLC	68,095	$1.96M	0.3%	+5.1%	0.068%
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7/15/2024	Aspire Private Capital LLC	7,787	$224K	0.1%	+8.0%	0.008%
7/15/2024	Stordahl Capital Management Inc.	831,017	$23.92M	6.0%	+1.1%	0.834%
7/15/2024	Melfa Wealth Management Inc.	75,738	$2.18M	1.5%	+8.7%	0.076%
7/13/2024	HFG Advisors Inc.	38,975	$1.12M	1.0%	+5.2%	0.039%
7/13/2024	Evanson Asset Management LLC	735,537	$21.17M	1.6%	+16.4%	0.738%
7/13/2024	Fermata Advisors LLC	78,078	$2.25M	0.5%	+41.5%	0.078%
7/12/2024	Capital Planning LLC	31,057	$894K	0.3%	+2.9%	0.031%
7/11/2024	Mendota Financial Group LLC	22,727	$654K	0.4%	-5.0%	0.023%
7/11/2024	CPA Asset Management LLC	15,911	$458K	0.2%	N/A	0.016%
7/11/2024	U.S. Capital Wealth Advisors LLC	10,065	$290K	0.0%	N/A	0.010%
7/11/2024	Global Trust Asset Management LLC	42,032	$1.21M	0.5%	-0.8%	0.042%
7/10/2024	Lantz Financial LLC	82,051	$2.36M	0.7%	+3.3%	0.082%
7/10/2024	LifePro Asset Management	8,723	$251K	0.2%	-11.9%	0.009%
7/10/2024	Redmont Wealth Advisors LLC	12,148	$350K	0.6%	N/A	0.012%
7/10/2024	CWM LLC	9,672	$278K	0.0%	+68.5%	0.010%
7/10/2024	Financial Symmetry Inc	82,604	$2.38M	1.8%	+17.7%	0.083%
7/10/2024	Apella Capital LLC	7,348	$208K	0.0%	N/A	0.007%
7/8/2024	Quent Capital LLC	60,868	$1.75M	0.2%	+77.8%	0.061%
7/5/2024	25 LLC	13,707	$394K	0.2%	+15.0%	0.014%
7/5/2024	Collective Family Office LLC	53,905	$1.55M	0.5%	+7.2%	0.054%
7/2/2024	Trust Co of the South	121,134	$3.49M	0.8%	+12.8%	0.121%
6/13/2024	Mosaic Family Wealth Partners LLC	754,931	$22.72M	3.7%	+8.3%	0.757%
5/17/2024	Investmark Advisory Group LLC	46,704	$1.41M	0.8%	+3.3%	0.047%
5/16/2024	Jane Street Group LLC	144,379	$4.35M	0.0%	-12.1%	0.145%
5/16/2024	Ancora Advisors LLC	53,492	$1.61M	0.0%	+94.6%	0.054%
5/15/2024	Beaird Harris Wealth Management LLC	9,500	$286K	0.0%	N/A	0.010%
5/14/2024	EP Wealth Advisors LLC	2,667,181	$80.28M	0.9%	+3.7%	2.675%
5/14/2024	Northwest Wealth Management LLC	31,082	$936K	0.3%	+26.2%	0.031%
5/14/2024	Mattern Wealth Management LLC	29,086	$876K	0.2%	+25.7%	0.029%
5/14/2024	Kraft Asset Management LLC	24,878	$749K	0.6%	+40.2%	0.025%
5/13/2024	Safeguard Investment Advisory Group LLC	585,884	$17.64M	6.0%	+12.9%	0.588%
5/13/2024	Index Fund Advisors Inc.	1,411,588	$42.49M	2.3%	+8.0%	1.416%
5/11/2024	Exencial Wealth Advisors LLC	723,930	$21.79M	0.8%	+36.4%	0.726%
5/10/2024	Osaic Holdings Inc.	365,207	$11.00M	0.0%	+12.6%	0.366%
5/10/2024	Truepoint Inc.	691,227	$20.81M	0.6%	-5.2%	0.693%
5/9/2024	ProVise Management Group LLC	6,688	$201K	0.0%	N/A	0.007%
5/9/2024	SageView Advisory Group LLC	56,625	$1.70M	0.1%	-1.4%	0.057%
5/9/2024	MB Generational Wealth LLC	10,584	$319K	0.3%	N/A	0.011%
5/8/2024	Avantax Advisory Services Inc.	321,274	$9.67M	0.1%	+267.9%	0.322%
5/7/2024	Retirement Solution Inc.	635,223	$19.12M	5.2%	+0.2%	0.637%
5/7/2024	CarsonAllaria Wealth Management Ltd.	19,584	$589K	0.4%	N/A	0.020%
5/7/2024	BOS Asset Management LLC	187,060	$5.63M	3.0%	N/A	0.188%
5/6/2024	Ruedi Wealth Management Inc.	15,072	$454K	0.2%	+9.0%	0.015%
5/6/2024	W.H. Cornerstone Investments Inc.	68,275	$2.06M	1.5%	+75.1%	0.068%
5/6/2024	Advisory Alpha LLC	145,068	$4.37M	0.2%	+4.2%	0.146%
5/6/2024	DiNuzzo Private Wealth Inc.	1,239,206	$37.30M	5.0%	+0.3%	1.243%
5/4/2024	Hemington Wealth Management	43,626	$1.31M	0.5%	N/A	0.044%
5/4/2024	Geneos Wealth Management Inc.	500,813	$15.07M	0.7%	-0.4%	0.510%
5/4/2024	Team Hewins LLC	25,717	$774K	0.1%	-2.5%	0.026%
5/3/2024	Integris Wealth Management LLC	565,222	$17.01M	4.7%	+5.7%	0.576%
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5/3/2024	Rehmann Capital Advisory Group	49,775	$1.50M	0.1%	+69.8%	0.051%
5/2/2024	Quent Capital LLC	34,238	$1.03M	0.1%	+223.2%	0.034%
5/2/2024	Elevate Wealth Advisory Inc.	7,910	$238K	0.2%	-26.1%	0.008%
5/2/2024	Lincoln National Corp	99,629	$3.00M	0.0%	+5.3%	0.101%
5/2/2024	REDW Wealth LLC	21,391	$644K	0.2%	N/A	0.022%
5/1/2024	Janney Montgomery Scott LLC	11,866	$357K	0.0%	N/A	0.012%
5/1/2024	Blue Trust Inc.	55,198	$1.66M	0.0%	+33.9%	0.056%
4/30/2024	Hartline Investment Corp	7,075	$213K	0.0%	N/A	0.007%
4/30/2024	JMG Financial Group Ltd.	4,663,997	$140.39M	5.4%	+6.7%	4.749%
4/30/2024	Vance Wealth Inc.	439,356	$13.23M	5.3%	+0.3%	0.447%

(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, 278 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), Alaska Permanent Fund Corp ($246.98M), Merriman Wealth Management LLC ($155.05M), JMG Financial Group Ltd. ($140.39M), EP Wealth Advisors LLC ($80.28M), Savant Capital LLC ($65.74M), and Corient Private Wealth LLC ($56.05M).Learn more on DFSV's institutional investors.
Which institutional investors have been buying Dimensional US Small Cap Value ETF stock?: Of the 274 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. ($4.92M), EP Wealth Advisors LLC ($2.67M), 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 72,600,991 shares in the last 24 months. This purchase volume represents approximately $1.85B in transactions.

Which Dimensional US Small Cap Value ETF major shareholders have been selling company stock?: Of the 69 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. ($335.08K), JMG Financial Group Ltd. ($252.36K), CWM LLC ($102.35K), Geneos Wealth Management Inc. ($89.61K), 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 2,506,487 shares in the last 24 months. This volume of shares sold represents approximately $68.96M in transactions.