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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$30.86 +0.17 (+0.55%)
As of 07/3/2025 05:00 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)
344
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$139.26M
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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
7/3/2025 CPA Asset Management LLC45,829$1.35M0.6%+19.4%0.029%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC23,077$679K0.4%N/A0.015%
7/3/2025 Lam Group Inc.104,865$3.09M2.1%+2.0%0.066%
7/3/2025 Collective Family Office LLC205,044$6.03M1.5%+52.9%0.129%
7/3/2025 Trust Co of the South429,256$12.63M2.2%+26.3%0.270%
6/27/2025Goldman Sachs Group Inc.106,607$3.00M0.0%+53.3%0.067%
5/30/2025Porter White Investment Advisors Inc.49,984$1.41M0.7%N/A0.032%
5/22/2025BOS Asset Management LLC274,725$7.73M2.7%+10.0%0.174%
5/21/2025Geneos Wealth Management Inc.468,493$13.19M0.4%-0.4%0.296%
5/20/2025Focus Partners Wealth2,283,031$64.27M0.2%+14.2%1.444%
5/20/2025Integrity Alliance LLC.591,576$16.65M0.7%N/A0.374%
5/19/2025SageView Advisory Group LLC56,933$1.60M0.1%-0.9%0.036%
5/19/2025Advisory Alpha LLC103,002$2.90M0.1%+49.6%0.065%
5/19/2025Client 1ST Advisory Group LLC83,605$2.35M0.9%+76.1%0.053%
5/16/2025McIlrath & Eck LLC210,853$5.94M0.7%+9.4%0.136%
5/16/2025Goldman Sachs Group Inc.106,607$3.00M0.0%+53.3%0.069%
5/16/2025Jones Financial Companies Lllp55,775$1.57M0.0%-6.5%0.036%
5/16/2025Plancorp LLC125,288$3.53M0.1%N/A0.081%
5/16/2025NewEdge Advisors LLC880,716$24.79M0.1%-13.1%0.569%
5/16/2025Integrated Wealth Concepts LLC90,003$2.53M0.0%+0.9%0.058%
5/16/2025Investmark Advisory Group LLC47,295$1.33M0.7%-3.8%0.031%
5/16/2025Jentner Corp747,798$21.05M6.3%+0.5%0.483%
5/16/2025Ancora Advisors LLC159,153$4.48M0.1%+11.5%0.103%
5/15/2025EP Wealth Advisors LLC2,028,357$57.10M0.5%-5.7%1.309%
5/15/2025Focus Partners Advisor Solutions LLC980,782$27.61M0.4%+36.4%0.633%
5/15/2025Flputnam Investment Management Co.91,450$2.57M0.0%-51.8%0.059%
5/15/2025Royal Bank of Canada489,580$13.78M0.0%+27.7%0.316%
5/15/2025Betterment LLC322,222$9.07M0.0%+172.6%0.208%
5/15/2025MAI Capital Management63,475$1.79M0.0%+50.1%0.041%
5/15/2025Tortoise Investment Management LLC197,029$5.55M0.6%+16.7%0.127%
5/14/2025Wealth Preservation Advisors LLC47,618$1.34M1.0%N/A0.031%
5/14/2025Triad Wealth Partners LLC20,052$564K0.2%N/A0.013%
5/14/2025CreativeOne Wealth LLC13,761$387K0.0%+40.5%0.009%
5/14/2025Quadcap Wealth Management LLC35,596$1.00M0.1%-4.5%0.023%
5/14/2025Hill Investment Group Partners LLC98,173$2.76M0.4%-59.4%0.063%
5/14/2025Freedom Investment Management Inc.294,261$8.28M0.7%+0.1%0.190%
5/14/2025Kestra Advisory Services LLC285,360$8.03M0.0%+2.8%0.184%
5/14/2025CW Advisors LLC11,872$334K0.0%N/A0.008%
5/14/2025Arista Wealth Management LLC1,783,473$50.21M12.2%+4.2%1.151%
5/13/2025Northern Trust Corp979,668$27.58M0.0%+58.7%0.632%
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5/13/2025Raymond James Financial Inc.1,367,282$38.49M0.0%+13.6%0.883%
5/13/2025Oder Investment Management LLC34,688$976K0.8%+174.3%0.022%
5/13/2025Cresset Asset Management LLC7,919$223K0.0%N/A0.005%
5/13/2025American Investment Services Inc.133,812$3.77M0.7%+19.4%0.086%
5/13/2025Kovitz Investment Group Partners LLC217,248$6.12M0.0%+43.6%0.140%
5/13/2025Vestmark Advisory Solutions Inc.1,229,650$34.62M0.9%+18.6%0.794%
5/13/2025Evensky & Katz LLC103,113$2.90M0.2%+80.8%0.067%
5/13/2025Infinity Wealth Counsel LLC7,430$209K0.2%N/A0.005%
5/13/2025Ariadne Wealth Management LP29,851$830K0.4%+188.9%0.019%
5/13/2025HighTower Advisors LLC440,182$12.39M0.0%+6.0%0.284%
5/12/2025Mustard Seed Financial LLC40,112$1.13M0.9%+5.4%0.026%
5/12/2025Financial Engines Advisors L.L.C.126,274$3.56M0.0%-22.2%0.082%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors23,989$676K0.1%-91.3%0.015%
5/12/2025Aveo Capital Partners LLC198,503$5.39M0.9%+6.3%0.128%
5/12/2025Berger Financial Group Inc7,768$219K0.0%N/A0.005%
5/12/2025Truepoint Inc.988,399$27.82M0.8%+55.9%0.638%
5/12/2025Savvy Advisors Inc.9,364$264K0.0%+29.1%0.006%
5/12/2025AlphaCore Capital LLC16,552$466K0.0%N/A0.011%
5/9/2025Keb Asset Management LLC207,616$5.84M1.7%+70.4%0.134%
5/9/2025Chicago Partners Investment Group LLC502,340$13.63M0.4%-0.8%0.324%
5/9/2025Pinney & Scofield Inc.139,641$3.93M2.8%+32.1%0.090%
5/9/2025Navigoe LLC270,971$7.63M6.6%+36.1%0.175%
5/9/2025Hemington Wealth Management55,284$1.56M0.2%-62.7%0.036%
5/9/2025Roberts Glore & Co. Inc. IL62,818$1.77M0.5%+3.6%0.041%
5/9/2025Exencial Wealth Advisors LLC1,256,966$35.38M1.3%+16.6%0.811%
5/9/2025McMill Wealth Management53,479$1.51M0.5%+55.8%0.035%
5/9/2025McClarren Financial Advisors Inc.15,338$432K0.3%-28.6%0.010%
5/9/2025Cary Street Partners Investment Advisory LLC9,799$276K0.2%N/A0.006%
5/9/2025Cary Street Partners Financial LLC17,411$490K0.0%+21.2%0.011%
5/9/2025Advyzon Investment Management LLC73,912$2.08M0.8%-15.3%0.048%
5/9/2025W.H. Cornerstone Investments Inc.94,321$2.66M1.8%+59.0%0.061%
5/9/2025Strategic Investment Solutions Inc. IL222,139$6.25M1.8%-18.3%0.143%
5/9/2025Earned Wealth Advisors LLC29,436$829K0.2%+16.3%0.019%
5/9/2025Commonwealth Equity Services LLC898,166$25.28M0.0%+5.1%0.580%
5/8/2025Altiora Financial Group LLC58,601$1.65M0.4%-8.1%0.038%
5/8/2025Lindenwold Advisors INC25,557$719K0.4%N/A0.016%
5/8/2025US Bancorp DE1,021$29K0.0%-45.8%0.001%
5/8/2025Tillman Hartley LLC11,658$328K0.1%-21.0%0.008%
5/8/2025Modera Wealth Management LLC2,936,778$82.67M1.1%+1.9%1.896%
5/8/2025Aegis Wealth Management LLC59,347$1.67M1.0%+6.3%0.038%
5/8/2025Arkadios Wealth Advisors10,448$294K0.0%+25.5%0.007%
5/8/2025Squire Investment Management Company LLC17,147$483K0.2%-25.9%0.011%
5/8/2025XTX Topco Ltd9,413$265K0.0%N/A0.006%
5/8/2025Geneos Wealth Management Inc.469,061$13.20M0.3%-0.2%0.303%
5/7/2025Hurley Capital LLC5,443$153K0.1%+7.5%0.004%
5/7/2025Pinnacle Wealth Management Advisory Group LLC321,308$9.05M0.8%+4.9%0.207%
5/7/2025Schubert & Co51,834$1.46M1.0%+13.2%0.033%
5/7/2025Werba Rubin Papier Wealth Management23,665$666K0.1%+5.2%0.015%
5/7/2025Galvin Gaustad & Stein LLC20,934$589K0.1%+6.9%0.014%
5/7/2025LPL Financial LLC1,466,232$41.27M0.0%+19.8%0.947%
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5/7/2025Keyvantage Wealth LLC158,368$4.46M2.2%+1,613.9%0.102%
5/7/2025HB Wealth Management LLC16,040$452K0.0%N/A0.010%
5/6/2025Avantax Advisory Services Inc.2,122,497$59.75M0.4%+16.5%1.370%
5/6/2025Pinnacle Associates Ltd.321,308$9.05M0.1%+4.9%0.207%
5/6/2025Abel Hall LLC289,404$8.15M4.9%+10.0%0.187%
5/6/2025Grove Street Fiduciary LLC43,757$1.23M0.6%-21.9%0.028%
5/6/2025Physician Wealth Solutions Inc.439,837$12.38M6.2%-2.7%0.284%
5/6/2025Kathleen S. Wright Associates Inc.29,904$842K0.3%-7.5%0.019%
5/5/2025Wealth Dimensions Group Ltd.437,060$12.30M2.9%+13.6%0.282%
5/5/2025Aire Advisors LLC34,382$968K0.2%+15.0%0.022%
(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, 425 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Savant Capital LLC ($247.88M), Alaska Permanent Fund Corp ($234.57M), JMG Financial Group Ltd. ($163.75M), Mather Group LLC. ($141.04M), Corient Private Wealth LLC ($122.32M), Pathstone Holdings LLC ($95.56M), and Modera Wealth Management LLC ($82.67M).Learn more on Dimensional US Small Cap Value ETF's institutional investors.

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

Of the 409 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: Alaska Permanent Fund Corp ($8.21M), Savant Capital LLC ($5.30M), Mather Group LLC. ($5.01M), EP Wealth Advisors LLC ($2.66M), Raymond James Financial Inc. ($2.57M), Arista Wealth Management LLC ($2.16M), and Pathstone Holdings LLC ($2.06M).

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

Institutional investors have bought a total of 42,824,041 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

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

Of the 124 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: EP Wealth Advisors LLC ($638.82K), Alaska Permanent Fund Corp ($584.42K), BetterWealth LLC ($507.15K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($250.35K), NewEdge Advisors LLC ($242.77K), Alpha Financial Advisors LLC ($218.22K), and Vance Wealth Inc. ($190.46K).

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

Institutional investors have sold a total of 4,725,366 shares in the last 24 months. This volume of shares sold represents approximately $139.26M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 7/6/2025 by MarketBeat.com Staff
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