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Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$39.53 +0.30 (+0.76%)
As of 07/24/2026 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)
427
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$236.19M
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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
7/10/2026 Accel Wealth Management5,572$216K0.0%N/A0.003%
7/10/2026 Hudson Value Partners LLC67,407$2.62M0.7%+1.0%0.033%
7/10/2026 DiNuzzo Private Wealth Inc.1,300,634$50.45M5.0%-3.5%0.637%
7/10/2026 Canvas Wealth Advisors LLC40,580$1.57M0.2%+29.1%0.020%
7/10/2026 William Mack & Associates Inc.54,027$2.10M0.7%+105.2%0.026%
7/10/2026 Fiduciary Financial Group LLC46,157$1.79M0.2%-1.8%0.023%
7/10/2026 Lam Group Inc.95,240$3.69M1.8%-2.8%0.047%
7/10/2026 Marquette Asset Management LLC150,341$5.83M0.7%-1.6%0.074%
7/10/2026 Wealthcare Advisory Partners LLC87,790$3.41M0.1%+2.5%0.043%
7/9/2026 Revolve Wealth Partners LLC48,571$1.88M0.2%+51.1%0.024%
7/9/2026 CPA Asset Management Group LLC28,448$1.10M0.3%-11.6%0.014%
7/9/2026 Friday Financial26,941$1.04M0.3%+68.1%0.013%
7/9/2026 Pettinga Financial Advisors LLC87,084$3.38M0.5%+1.3%0.043%
7/9/2026 Arista Wealth Management LLC2,151,928$83.47M9.0%+2.3%1.054%
7/8/2026 Quantum Financial Advisors LLC113,826$4.42M0.4%+6.3%0.056%
7/8/2026 Sprinkle Financial Consultants LLC44,221$1.72M0.7%+4.9%0.022%
7/8/2026 Strategic Investment Solutions Inc. IL81,952$3.18M0.7%+6.7%0.040%
7/8/2026 Factor Wealth Management LTD634,617$24.62M3.7%+82.4%0.311%
7/8/2026 Twin Cities Retirement Group LLC69,833$2.71M2.3%+15.4%0.034%
7/8/2026 Shearwater Capital LLC33,503$1.30M0.6%+10.0%0.016%
7/8/2026 Apella Capital LLC483,548$18.65M0.3%+12.8%0.237%
7/8/2026 55 North Private Wealth LLC8,023$311K0.1%-9.8%0.004%
7/8/2026 Emprise Bank68,714$2.67M1.0%-2.6%0.034%
7/8/2026 Evanson Financial LLC1,160,147$45.00M2.2%N/A0.568%
7/8/2026 Integrated Capital Management Inc.133,641$5.18M3.6%-0.5%0.065%
7/7/2026 Fermata Advisors LLC135,874$5.27M1.1%-0.3%0.067%
7/7/2026 Grant Private Wealth Management Inc57,727$2.24M0.9%-7.3%0.028%
7/7/2026 CoreCap Advisors LLC1,946$75K0.0%-45.5%0.001%
7/2/2026 Collective Family Office LLC204,738$7.94M1.6%+1.3%0.100%
7/2/2026 CX Institutional900$35K0.0%N/A0.000%
7/1/2026 Trust Co of the South402,318$15.61M2.2%-9.6%0.202%
6/3/2026 DBK 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%
5/21/2026 BankChampaign 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%
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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%
5/14/2026 CLG 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%
5/8/2026 Wilkerson 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%
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%
5/6/2026 CPA 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%
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%
5/5/2026Cogent Strategic Wealth LLC159,712$5.60M5.8%+16.2%0.080%
5/5/2026MB Generational Wealth LLC64,651$2.27M1.3%+9.0%0.032%
5/5/2026Roberts Glore & Co. Inc. IL74,160$2.60M0.7%-1.0%0.037%
5/5/2026 Nwam LLC18,558$650K0.0%+37.5%0.009%
5/5/2026Avantax Planning Partners Inc.413,787$14.50M0.4%-1.6%0.208%
5/4/2026Summit Wealth Group LLC123,316$4.32M1.0%+3.1%0.062%
5/4/2026V2 Financial group LLC127,767$4.48M2.1%+3.5%0.064%
5/4/2026Chicago Partners Investment Group LLC572,540$21.28M0.4%+3.2%0.288%
5/4/2026Vantage Point Financial LLC186,512$6.54M2.3%-1.1%0.094%
5/4/2026Sentinel 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%
5/2/2026Navigoe LLC365,165$12.80M7.6%+2.3%0.184%
5/1/2026Seaside Wealth Management Inc.901,546$31.59M8.9%+1.6%0.453%
5/1/2026Fifth Third Bancorp1,397$49K0.0%+300.3%0.001%
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5/1/2026EQ Wealth Advisors LLC223,158$7.82M4.6%+0.6%0.112%
5/1/2026Warburton Capital Management LLC67,723$2.46M1.2%+184.6%0.034%
5/1/2026Simplicity 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%
4/30/2026Team 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%
4/30/2026Mosaic Family Wealth Partners LLC997,993$34.97M3.6%+1.4%0.503%
4/30/2026Kestra 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%


DFSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 566 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 535 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 51,755,803 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

Of the 174 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 ($469.23K), and Equita Financial Network Inc. ($398.32K).

Institutional investors have sold a total of 7,429,722 shares in the last 24 months. This volume of shares sold represents approximately $236.19M in transactions.


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This page (NYSEARCA:DFSV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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