U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for DFSV. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Savant Capital | 25,008,847 | $976M | INCREASED |
| Mather Group, LLC | 6,632,230 | $257M | INCREASED |
| Jmg Financial Group, Ltd | 6,311,245 | $245M | INCREASED |
| Focus Partners Wealth | 4,701,833 | $182M | INCREASED |
| Cetera Investment Advisers | 4,700,364 | $182M | INCREASED |
Full institutional holdings, insider history, and congressional trades for U.S. Small Cap Value Portfolio ETF Class Shares on SentiSense.