Who Owns DFSV?
Dimensional - US Small Cap Value ETF — Institutional Ownership & 13F Holdings
$37.34
-0.07 (-0.17%)
Market Cap
$6.9B
Shares Outstanding
183,647,199
Institutional Holders
398
Total Inst. Value
$2.8B
% of Float Held
—
QoQ Holder Change
+232
Institutional data as of Q1 2025
New Positions
131
Closed Positions
31
Increased
179
Decreased
54
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Savant Capital, LLC | $264.0M | 9,378,924 |
| 2 | Alaska Permanent Fund Corp | $202.3M | 7,620,911 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $191.1M | 6,789 |
| 4 | JMG Financial Group, Ltd. | $163.7M | 5,816,865 |
| 5 | MATHER GROUP, LLC. | $141.0M | 5,010,439 |
| 6 | Modera Wealth Management, LLC | $82.7M | 2,936,778 |
| 7 | RITHOLTZ WEALTH MANAGEMENT | $69.0M | 2,451,943 |
| 8 | Focus Partners Wealth | $64.3M | 2,283,031 |
| 9 | Index Fund Advisors, Inc. | $55.1M | 1,957,175 |
| 10 | Arista Wealth Management, LLC | $50.2M | 1,783,473 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Savant Capital, LLC | +1.3M | $264.0M |
| JMG Financial Group, Ltd. | +379K | $163.7M |
| MATHER GROUP, LLC. | +836K | $141.0M |
| Modera Wealth Management, LLC | +54K | $82.7M |
| RITHOLTZ WEALTH MANAGEMENT | +343K | $69.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -317K | $35.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | -250K | $676K |
| Greenline Partners, LLC | -181K | $17 |
| Root Financial Partners, LLC | -177K | $36.6M |
| VANCE WEALTH, LLC | -172K | $2.1M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold DFSV?
As of Q1 2025, 398 institutional investors report holding DFSV (Dimensional - US Small Cap Value ETF) in their 13F filings.
Which hedge fund owns the most DFSV?
The largest institutional holder of DFSV is Savant Capital, LLC with $264.0M in shares.
Are institutions buying or selling DFSV?
This quarter, 131 institutions opened new positions in DFSV and 31 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.