Dimensional US Small Cap Val
$38.21-0.2%
+$251.9M
Net Activity
+1.47% total shares
Institutions Holding
585
Popularity Rank
#985
Avg Weight
0.87%
Total Value
$6.3B
585 institutions currently hold DFSV, with 337 net buyers and 202 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
202
Net Buying Institutions
337
Top 5 by Value
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Across its top 20 institutional holders, DFSV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 22/100).
DFSV ranks #985 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
DFSV is a top-conviction position for Hassell Wealth Management, LLC — at 9.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in DFSV belongs to Savant Capital, LLC, but the position matters far more to Hassell Wealth Management, LLC, who has 9.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
IFP Advisors, Inc has trimmed its DFSV position for two straight quarters, cutting it by $67.7K while still holding $512.9K.
DFSV is down 0.2% today, but institutions show net buying of $251.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$544.2M
Total Buy Value
$629.4M
Total Sell Value
337
Net Buyers
202
Net Sellers
DFSV
Q2 2026
Top 5 Institutional Movers
+$314.6M
-$131.1M
+$46.1M
+$45.0M
-$33.2M
DFSV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
25434V815
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Access DFSV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/DFSVCLI
npx alphasmo stocks get DFSVFull API & MCP documentation →