U.S. Small Cap Value Portfolio ETF Class Shares (DFSV)
ETF ยท NYSE Arca
U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 25, 2026.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- September 25, 2026
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 579 institutions reported holding DFSV, with 160.2 million shares worth $6.2 billion in aggregate. The largest reported holder was Savant Capital, with 25.0 million shares worth $976.1 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Savant Capital | 25,008,847 | $976M | Added 32.48% |
| Mather Group, LLC | 6,632,230 | $257M | Added 0.98% |
| Jmg Financial Group, Ltd | 6,311,245 | $245M | Added 1.94% |
| Focus Partners Wealth | 4,701,833 | $182M | Added 4.45% |
| Cetera Investment Advisers | 4,700,364 | $182M | Added 20.87% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is DFSV?
U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 25, 2026.
Who are the largest institutional holders of DFSV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of DFSV were Savant Capital, Mather Group, LLC and Jmg Financial Group, Ltd.
How many institutions own DFSV?
579 institutions reported a position in DFSV for the quarter ended June 30, 2026, worth $6.2 billion in total.
Did institutions buy or sell DFSV last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for DFSV.
Every reported institutional holder, plus insider and congressional trades in DFSV, on SentiSense.