Free Trial
→ SpaceX eyes a 1.75 trillion valuation - here's what to know (From Brownstone Research) (Ad)tc pixel Free DFSV Stock Alerts

Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$37.68 +0.47 (+1.26%)
As of 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)
456
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$275.67M
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
5/5/2026Geneos 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%
5/5/2026 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%
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%
4/23/2026 Coston McIsaac & Partners2,029$71K0.0%+20.3%0.001%
4/22/2026 First Financial Group Corp9,822$344K0.3%+13.9%0.005%
4/22/2026 Aspire Private Capital LLC6,998$245K0.1%-4.2%0.004%
4/22/2026 Lam Group Inc.97,995$3.43M1.9%-1.0%0.050%
4/22/2026 Vannoy Advisory Group Inc.83,947$2.94M1.9%-1.5%0.043%
4/22/2026 Janney Montgomery Scott LLC15,910$557K0.0%+4.8%0.008%
4/22/2026 Foundry Financial LLC191,475$6.71M2.8%+26.2%0.097%
4/21/2026 Madrid Wealth Management LLC91,905$3.22M2.4%-0.5%0.047%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC318,664$11.17M0.8%-3.0%0.162%
4/21/2026 RCS Financial Planning LLC296,092$10.38M5.4%+0.9%0.150%
4/21/2026 Financial Architects LLC317,350$11.12M5.9%-1.1%0.161%
4/21/2026 Waterway Wealth Management LLC16,720$586K0.1%-63.3%0.008%
4/21/2026 Topsail Wealth Management LLC1,475$52K0.0%N/A0.001%
4/21/2026 AA Financial Advisors LLC212,895$7.46M1.1%N/A0.108%
4/21/2026 Triangle Securities Wealth Management51,125$1.79M0.4%+449.7%0.026%
4/21/2026 Fiduciary Alliance LLC32,864$1.19M0.1%-1.0%0.017%
4/20/2026 Kestra Private Wealth Services LLC16,568$581K0.0%+3.1%0.008%
4/20/2026 Higgins & Schmidt Wealth Strategies LLC25,040$877K0.4%+4.4%0.013%
4/20/2026 25 LLC15,399$540K0.2%-3.8%0.008%
4/20/2026 Ritholtz Wealth Management3,857,508$135.17M2.3%+6.6%1.959%
4/20/2026 Global Financial Private Client LLC32,635$1.14M0.4%+418.2%0.017%
4/20/2026 Factor Wealth Management LTD348,003$12.19M2.3%+229.7%0.177%
4/20/2026 Dopkins Wealth Management LLC53,850$1.89M0.8%+1.3%0.027%
4/20/2026 Blue Trust Inc.113,668$3.98M0.0%+17.9%0.058%
4/20/2026 Aspen Capital Management LLC280,152$9.82M2.4%+1.4%0.142%
4/20/2026 RFG Advisory LLC364,867$12.79M0.2%+3.9%0.185%
4/20/2026 Apella Capital LLC428,670$15.88M0.2%+759.6%0.218%
4/17/2026 Krilogy Financial LLC557,276$20.32M0.7%-1.8%0.283%
4/17/2026 Discipline Wealth Solutions LLC220,818$7.74M0.8%+17.9%0.112%
4/17/2026 AdvisorNet Financial Inc337,032$11.81M0.6%+4.4%0.171%
4/17/2026 Ballentine Capital Advisors Inc294,810$10.33M4.3%+2.3%0.150%
4/17/2026 Baker Ellis Asset Management LLC23,800$834K0.1%+197.5%0.012%
4/17/2026 Clark Asset Management LLC23,943$839K0.1%+47.0%0.012%
4/17/2026 Brookstone Capital Management57,172$2.00M0.0%+49.2%0.029%
4/16/2026 Sprinkle Financial Consultants LLC42,168$1.48M0.7%+9.1%0.022%
4/16/2026 Triad Wealth Partners LLC45,324$1.59M0.1%+1.6%0.023%
4/16/2026 Founders Financial Securities LLC51,880$1.89M0.1%+2.4%0.026%
4/16/2026 McClarren Financial Advisors Inc.27,634$968K0.6%+109.7%0.014%
4/15/2026 Brady Martz Wealth Solutions LLC72,812$2.55M0.4%+1.4%0.037%


DFSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSV shares?

During the previous two years, 555 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. ($191.83M), Focus Partners Wealth ($141.79M), and Ritholtz Wealth Management ($135.17M).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 527 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).

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

Institutional investors have bought a total of 57,618,599 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

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

Of the 189 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 ($427.32K), and Equita Financial Network Inc. ($398.32K).

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

Institutional investors have sold a total of 8,887,766 shares in the last 24 months. This volume of shares sold represents approximately $275.67M in transactions.


Related Companies

This page (NYSEARCA:DFSV) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
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
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel