DIMENSIONAL US SMALL CAP VAL (DFSV) Institutional Ownership Changes & 13F Activity

DIMENSIONAL US SMALL CAP VAL (DFSV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy44,80089,200$3,125,568
Q1 2026Sequoia Financial AdvisorsSell-15,328732,440$25,664,683
Q4 2025Sequoia Financial AdvisorsBuy616,175747,768$24,594,105
Q3 2025Sequoia Financial AdvisorsBuy102,742131,593$4,189,929
Q3 2025Renaissance Technologies LLCSell-7,90044,400$1,413,696
Q2 2025Renaissance Technologies LLCSell-10,40052,300$1,539,189
Q1 2025Renaissance Technologies LLCBuy28,80062,700$1,765,005
Q1 2025Sequoia Financial AdvisorsSell-32028,851$812,156
Q4 2024Renaissance Technologies LLCSell-34,00033,900$1,043,442
Q4 2024Sequoia Financial AdvisorsSell-5,95929,171$897,884
Q3 2024Sequoia Financial AdvisorsBuy35,13035,130$1,082,006
Q2 2024Renaissance Technologies LLCBuy27,70067,900$1,954,162
Q1 2024Renaissance Technologies LLCBuy18,90040,200$1,210
Q4 2023Renaissance Technologies LLCBuy2,10021,300$620
Q3 2023Renaissance Technologies LLCSell-8,20019,200$487
Q2 2023Renaissance Technologies LLCSell-27,29827,400$704
Q1 2023Renaissance Technologies LLCBuy16,99854,698$1,364
Q4 2022Renaissance Technologies LLCBuy37,70037,700$934

Frequently asked questions about DFSV activity

  • Which institutional owners are buying DFSV?

    Institutional owners buying DFSV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFSV activity?

    "Buy" means an investor increased their reported position in DFSV compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US SMALL CAP VAL (DFSV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFSV increasing?

    Institutional interest in DFSV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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