DIMENSIONAL US SMALL CAP VAL (DFSV) Institutional Ownership and Insiders Activity

DIMENSIONAL US SMALL CAP VAL (DFSV) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $28.79M based on SEC Form 13F filings for the quarter ended March 31, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $25.66M in DFSV holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.