§ EQUITY
USDDFSV
DIMENSIONAL US SMALL CAP VAL
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
335 increased/new, 184 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Savant Capital, LLC | 18.9M | 3.2% | +17% |
| Corient Private Wealth LP | 7.3M | 0.4% | +1% |
| MATHER GROUP, LLC. | 6.6M | 2.3% | −1% |
| JMG Financial Group, Ltd. | 6.2M | 6.0% | +6% |
| Focus Partners Wealth | 4.5M | 0.2% | +4% |
| Cerity Partners LLC | 4.3M | 0.2% | +13% |
◇ AC INTELLIGENCE
Top institutional owners for DFSV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER93.7% · 515 holders
DEALER / BANK3.8% · 23 holders
PASSIVE / INDEX1.7% · 1 holder
INCOME / DEFENSIVE0.5% · 4 holders
SYSTEMATIC / QUANT0.1% · 3 holders
DEEP VALUE0.0% · 1 holder
TACTICAL / MACRO0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DFSV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DFSV yet.