DFSV · Dimensional US Small Cap Value ETF ETF
$40.44
+0.20 (+0.50%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $144,470,327
Total Shares: 3,724,422
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
87.1%
−12.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,739
Highly concentrated−2,261
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+3
Institutional value:
+5002.4%
Shares held:
+4509.1%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 3,243,839 | $125,828,514 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 461,103 | $17,886,185 | |
| Mega CITADEL ADVISORS LLC | 18,307 | $710,128 | |
| Mid Parkside Financial Bank & Trust | 1,173 | $45,500 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 80,806 | $2,831,442 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFSV | $125,828,514 | 87.10% | 3,243,839 | Shares | 2026-08-27 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. DFSV | $17,886,185 | 12.38% | 461,103 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC DFSV | $710,128 | 0.49% | 18,307 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank DFSV | $45,500 | 0.03% | 1,173 | Shares | 2026-09-04 |