Dimensional US Small Cap Value (DFSV) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DFSV?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Dimensional US Small Cap Value , showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DFSV?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Dimensional US Small Cap Value .

Is institutional money flowing into DFSV?

75 institutional investors hold Dimensional US Small Cap Value (DFSV). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DFSV?

Track institutional sentiment and conviction scores for Dimensional US Small Cap Value (DFSV) including Smart Money Verdict and position changes on HoldingsIntel.

Dimensional US Small Cap Value

DFSV·25434V815·US·etf·Unknown - Unknown

US SMALL CAP VAL

DFSV (Dimensional US Small Cap Value ) is held by 75 institutional investors as of Q4 2025. Largest holders: Savant Capital, LLC ($529M), MATHER GROUP, LLC. ($217.6M), Corient Private Wealth LLC ($196.5M). Net institutional sentiment: Bullish.

Holders

Avg rating(11 Elite)

$2.2B

Total Value

72% (80)

Fund Consensus

56 buying - 22 selling

Smart Money VerdictView all

66Positive Momentum (Unconfirmed)Single Source

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See how DFSV's score breaks down across 4 SEC sources

Held by 75 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Savant Capital, LLC	Increased	16.1M(+20.0%)	$529M	3.0%	+21.50%	68
MATHER GROUP, LLC.	Increased	6.6M(+1.6%)	$217.6M	2.2%	+21.19%	53
Corient Private Wealth LLC	Increased	6M(+16.1%)	$196.5M	0.3%	+27.30%	42
Focus Partners Wealth	Increased	4.3M(+20.3%)	$141.8M	0.2%	+18.11%	43
Cerity Partners LLC	Increased	3.8M(+10.1%)	$125.2M	0.2%	+22.12%	40
Pathstone Holdings, LLC	Increased	2.8M(+1.8%)	$91.4M	0.4%	+22.00%	36
Cetera Investment Advisers	Increased	2.4M(+15.3%)	$79.3M	0.1%	+12.63%	34
LPL Financial LLC	Increased	2.1M(+35.9%)	$69.4M	0.0%	+25.51%	38
Creative Planning	Increased	2.1M(+5.4%)	$68.7M	0.0%	+21.64%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	2.1M(+2.6%)	$68.2M	0.0%	+20.45%	30
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+4.7%)	$61.1M	0.0%	+18.80%	31
BANK OF AMERICA CORP /DE/	Increased	1.6M(+7.7%)	$51.6M	0.0%	+18.54%	32
EP Wealth Advisors, LLC	Decreased	1.5M(-19.2%)	$50.6M	0.3%	+44.52%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	980,120(-2.0%)	$33.5M	0.0%	+28.31%	0
OSAIC HOLDINGS, INC.	Increased	963,563(+0.1%)	$31.7M	0.0%	+31.36%	29
BANK OF MONTREAL /CAN/	Increased	954,243(+5.1%)	$31.4M	0.0%	+19.07%	30
Beacon Pointe Advisors, LLC	Decreased	912,614(-18.0%)	$30M	0.2%	+18.94%	0
HighTower Advisors, LLC	Increased	881,077(+0.1%)	$29M	0.0%	+32.94%	29
Sequoia Financial Advisors, LLC	Increased	747,768(+468.2%)	$24.6M	0.1%	+9.35%	55
NORTHERN TRUST CORP	Decreased	657,597(-0.6%)	$21.6M	0.0%	+25.97%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	655,965(+20.4%)	$21.6M	0.0%	+39.39%	34
OneDigital Investment Advisors LLC	Increased	600,596(+23.7%)	$19.8M	0.2%	+21.63%	41
NewEdge Advisors, LLC	Decreased	585,714(-19.5%)	$19.3M	0.1%	+26.77%	0
ROYAL BANK OF CANADA	Increased	548,526(+3.2%)	$18M	0.0%	+21.06%	29
Rockefeller Capital Management L.P.	Increased	460,259(+625.7%)	$15.1M	0.0%	+9.88%	45
Allworth Financial LP	Increased	441,034(+0.7%)	$14.5M	0.1%	+26.28%	28
JPMORGAN CHASE & CO	Increased	401,405(+2.7%)	$13.6M	0.0%	+18.90%	29
Farther Finance Advisors, LLC	Increased	406,031(+53.4%)	$13.4M	0.1%	+17.46%	47
Mariner, LLC	Decreased	364,229(-0.3%)	$12M	0.0%	+34.49%	0
Financial Engines Advisors L.L.C.	Increased	333,788(+0.9%)	$11M	0.0%	+22.68%	28
Kestra Advisory Services, LLC	Increased	322,210(+2.0%)	$10.6M	0.0%	+26.19%	28
Orion Porfolio Solutions, LLC	Increased	306,620(+2.4%)	$10.1M	0.1%	+22.91%	28
TWO SIGMA INVESTMENTS, LP	Increased	285,500(+129.7%)	$9.4M	0.0%	+10.42%	45
MML INVESTORS SERVICES, LLC	Increased	282,440(+12.6%)	$9.3M	0.0%	+14.64%	31
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	194,562(+5.7%)	$6.4M	0.0%	+13.05%	29
STIFEL FINANCIAL CORP	Increased	194,099(+1.1%)	$6.4M	0.0%	+37.61%	27
JONES FINANCIAL COMPANIES LLLP	Increased	157,285(+23.2%)	$5.2M	0.0%	+19.88%	33
&PARTNERS	Increased	133,625(+131.1%)	$4.4M	0.0%	+10.41%	43
TRUIST FINANCIAL CORP	Decreased	88,431(-2.9%)	$2.9M	0.0%	+34.73%	0
Sanctuary Advisors, LLC	Increased	79,434(+105.9%)	$2.6M	0.0%	+13.23%	42
Wealthfront Advisers LLC	Increased	75,069(+57.5%)	$2.5M	0.0%	+18.64%	37
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	67,979(+4.0%)	$2.2M	0.0%	+22.82%	27
MAI Capital Management	Decreased	66,039(-0.5%)	$2.2M	0.0%	+29.80%	0
CITIGROUP INC	Increased	56,374(+22.6%)	$1.9M	0.0%	+18.12%	31
Boston Partners	Increased	41,691(+2.8%)	$1.4M	0.0%	+13.19%	26
MORGAN STANLEY	Increased	40,813(+74.0%)	$1.3M	0.0%	+17.34%	38
AXXCESS WEALTH MANAGEMENT, LLC	New	36,698	$1.2M	0.0%	+8.28%	35
AQR CAPITAL MANAGEMENT LLC	Increased	33,779(+6.2%)	$1.1M	0.0%	+13.02%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	31,957	$1.1M	0.0%	+8.28%	35
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	29,458(+21.5%)	$968,874	0.0%	+19.64%	30
Wealthspire Advisors, LLC	Increased	27,345(+0.0%)	$899,371	0.0%	+20.39%	25
TUDOR INVESTMENT CORP ET AL	New	27,312	$898,292	0.0%	+8.28%	34
Quantinno Capital Management LP	New	24,670	$811,405	0.0%	+8.28%	34
CITADEL ADVISORS LLC	Decreased	23,433(-60.1%)	$770,711	0.0%	+24.22%	0
BROWN ADVISORY INC	Increased	23,314(+0.0%)	$766,804	0.0%	+23.23%	25
Merit Financial Group, LLC	Decreased	23,027(-1.1%)	$757,362	0.0%	+22.35%	0
Bank of New York Mellon Corp	Increased	19,976(+16.2%)	$657,011	0.0%	+12.60%	28
Equitable Holdings, Inc.	New	18,930	$622,608	0.0%	+8.28%	34
MERCER GLOBAL ADVISORS INC /ADV	Decreased	17,441(-8.6%)	$573,645	0.0%	+24.97%	0
HB Wealth Management, LLC	Unchanged	15,001	$493,383	0.0%	+29.54%	0
D. E. Shaw & Co., Inc.	New	8,975	$295,188	0.0%	+8.28%	32
DAVENPORT & Co LLC	Unchanged	8,544	$281,012	0.0%	+23.07%	0
AE Wealth Management LLC	Increased	7,544(+29.1%)	$248,115	0.0%	+15.98%	29
Empowered Funds, LLC	New	7,496	$246,543	0.0%	+8.28%	32
WELLS FARGO & COMPANY/MN	Increased	7,113(+730.0%)	$233,945	0.0%	+9.68%	25
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	6,765(-15.6%)	$222,501	0.0%	+39.13%	0
Private Advisor Group, LLC	New	6,181	$203,294	0.0%	+8.28%	32
US BANCORP \DE\	Increased	1,217(+19.2%)	$40,027	0.0%	+50.58%	16
COMERICA BANK	Decreased	1,209(-0.6%)	$39,764	0.0%	+30.44%	0
Steward Partners Investment Advisory, LLC	Decreased	911(-29.2%)	$29,963	0.0%	+19.55%	0
Federation des caisses Desjardins du Quebec	New	498	$16,364	0.0%	+8.28%	25
Aptus Capital Advisors, LLC	Decreased	370(-15.1%)	$12,169	0.0%	+21.51%	0
FIFTH THIRD BANCORP	Decreased	349(-87.8%)	$11,479	0.0%	+26.00%	0
Qube Research & Technologies Ltd	Increased	324(+343.8%)	$10,656	0.0%	+11.29%	19
UBS Group AG	Decreased	200(-99.5%)	$6,578	0.0%	+26.04%	0
Kovitz Investment Group Partners, LLC	Exited	0(-100.0%)	$15.3M	0.0%	+13.40%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$269	0.0%	+4.66%	0
XTX Topco Ltd	Exited	0(-100.0%)	$460,980	0.0%	+4.66%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$1.4M	0.0%	+14.31%	0
Integrated Wealth Concepts LLC	Exited	0(-100.0%)	$2.9M	0.0%	+17.44%	0

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