DFSV

Dimensional US Small Cap Val

-$5.1B

Net Activity

Institutions Holding

68

Popularity Rank

#495

Avg Weight

1.06%

Total Value

$442.4M

Ownership Trend

68 institutions currently hold DFSV, with 39 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

39

Key Holders

View all 68 holding institutions

Quarterly Activity

Recent Activity

+$291.9M

Total Buy Value

$98.8M

Total Sell Value

New buy3
Trim22
Add36
Sold out0

39

Net Buyers

22

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding DIMENSIONAL US SMALL CAP VAL (DFSV)?
Major stakeholders currently include Arista Wealth Management, LLC ($83.5M), DiNuzzo Private Wealth, Inc. ($50.5M), Evanson Financial, LLC ($45.0M). Based on the latest 13F filings, there are a total of 68 tracked investment funds and institutions maintaining positions in DFSV.
What is the overall institutional sentiment toward DFSV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $5.1B, driven by 39 managers accumulating shares while 22 reduced their exposure.
Which institutions have been selling or reducing their DFSV positions?
In the latest period, 22 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $98.8M.
Are there any notable investors adding DFSV to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 36 existing holders added to their shares. The total reported buy value for the quarter amounted to $291.9M.

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