DFA U.S. Small Cap Value Portfolio – ETF ($DFSV) Insider Trading & Smart Money Activity

DFA U.S. Small Cap Value Portfolio – ETF Class Shares · Latest filing Oct 16, 2026

DFA U.S. Small Cap Value Portfolio – ETF Class Shares ($DFSV) has 7 13F position changes on file.

Insider buyers (12 mo): 0
Insider sellers (12 mo): 0
Net insider $ (12 mo): $0
Congress trades (12 mo): 0
13F moves on file: 7
Analyst ratings on file: 0

DFSV insider buying and selling by quarter

Quarter	Congress buys / sales	13F added / cut
Q1 2026	0 / 0	0 / 0
Q2 2026	0 / 0	0 / 0
Q3 2026	0 / 0	0 / 0
Q4 2026	0 / 0	7 / 0

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All DFSV insider, congress, 13F and analyst activity

Date	Source	Who	Action	Shares	Value / amount	Story
Oct 16, 2026	13F	Forum Financial Management	New	+130.90K sh	$4.90M	—
Oct 16, 2026	13F	Elser Financial Planning	New	+539.40K sh	$20.21M	—
Oct 16, 2026	13F	DiNuzzo Private Wealth	New	+1.30M sh	$48.61M	—
Oct 15, 2026	13F	AdvisorNet Financial	New	+344.29K sh	$13M	Read
Oct 15, 2026	13F	AdvisorNet Financial	New	+344.29K sh	$13M	—
Oct 14, 2026	13F	Mather Group	New	+6.69M sh	$250.86M	Read
Oct 14, 2026	13F	Discipline Wealth Solutions	New	+301.10K sh	$11.28M	—

1W / 1M / 6M = how DFSV moved from the trade or filing date.

Institutions moving DFSV (13F)

Frequently asked questions

Which institutions changed their DFSV positions?

Recent 13F filers moving the stock include AdvisorNet Financial, Forum Financial Management, Elser Financial Planning, DiNuzzo Private Wealth and Mather Group.

All stocks Insider cluster buys Top insider purchases Congress 13F institutions

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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