DFSV · Insider trading · 13F holders · Congress trades
Dfa Invt Dimensions Group in (DFSV)
Who is buying and selling DFSV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 209
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFSV at a glance
- No open-market insider purchases or sales of DFSV were filed in the last 90 days.
- 209 13F filers hold DFSV among their 50 largest positions, worth $3.8B combined. The biggest bets by portfolio weight are Seaside Wealth Management, Inc. (8.8%), Hassell Wealth Management, LLC (8.8%) and Avant Financial Advisors LLC (8.7%). In their latest 13Fs, 13 managers opened a new position and 31 added to one.
- No member of Congress has disclosed a trade in DFSV.
DFSV insider trading
No open-market insider purchases or sales of DFSV were filed in the last 90 days.
Who owns DFSV? Hedge funds and superinvestors
209 13F filers hold DFSV among their 50 largest positions, worth $3.8B combined. The biggest bets by portfolio weight are Seaside Wealth Management, Inc. (8.8%), Hassell Wealth Management, LLC (8.8%) and Avant Financial Advisors LLC (8.7%). In their latest 13Fs, 13 managers opened a new position and 31 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Savant Capital, LLCWealth manager | 2.9% | $976.1M | 25,008,847 | +32.5% shares | Q2 2026 |
| Mather Group, LLC.Wealth manager | 2.1% | $250.9M | 6,694,849 | — | Q3 2026 |
| JMG Financial Group, Ltd.Wealth manager | 5.9% | $244.8M | 6,311,245 | +1.9% shares | Q2 2026 |
| Ritholtz Wealth ManagementWealth manager | 2.4% | $157.8M | 4,069,099 | +5.5% shares | Q2 2026 |
| Modera Wealth Management, LLCWealth manager | 1.2% | $113.6M | 3,031,067 | — | Q3 2026 |
| Index Fund Advisors, Inc.Wealth manager | 4.4% | $110.3M | 2,844,072 | +3.0% shares | Q2 2026 |
| Exencial Wealth Advisors, LLCWealth manager | 3.0% | $98.0M | 2,797,372 | +35.4% shares | Q1 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 0.7% | $86.3M | 2,225,817 | +5.6% shares | Q2 2026 |
| Arista Wealth Management, LLCWealth manager | 8.4% | $78.7M | 2,100,853 | — | Q3 2026 |
| Vestmark Advisory Solutions, Inc.Wealth manager | 0.5% | $57.6M | 1,486,102 | -0.1% shares | Q2 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 4.8% | $48.6M | 1,297,318 | — | Q3 2026 |
| Truepoint, Inc.Wealth manager | 1.0% | $46.3M | 1,193,913 | -11.0% shares | Q2 2026 |
| Coldstream Capital Management IncWealth manager | 0.6% | $44.9M | 1,142,603 | -48.8% shares | Q2 2026 |
| Mosaic Family Wealth Partners, LLCWealth manager | 2.7% | $40.0M | 1,030,836 | +3.3% shares | Q2 2026 |
| Evanson Asset Management, LLCAsset manager | 2.1% | $39.1M | 1,114,611 | +8.5% shares | Q1 2026 |
| Harbour Investments, Inc.Wealth manager | 0.5% | $36.1M | 930,059 | +7.3% shares | Q2 2026 |
| Seaside Wealth Management, Inc.Wealth manager | 8.8% | $35.8M | 922,462 | +2.3% shares | Q2 2026 |
| United Wealth Management, LLCWealth manager | 7.9% | $35.1M | 904,345 | +0.6% shares | Q2 2026 |
| Stordahl Capital Management, Inc.Wealth manager | 6.3% | $34.2M | 912,709 | — | Q3 2026 |
| Jackson Thornton Wealth Management, LLCWealth manager | 2.7% | $33.9M | 873,274 | +2.3% shares | Q2 2026 |
| von Borstel & Associates, Inc.Wealth manager | 6.7% | $32.5M | 839,017 | +1.2% shares | Q2 2026 |
| Hassell Wealth Management, LLCWealth manager | 8.8% | $29.4M | 783,516 | New | Q3 2026 |
| Zhang Financial LLCWealth manager | 0.8% | $29.1M | 750,732 | +6.9% shares | Q2 2026 |
| Diversified Portfolios, Inc.Wealth manager | 2.1% | $28.5M | 734,781 | +5.7% shares | Q2 2026 |
| Rather & Kittrell, Inc.Wealth manager | 3.9% | $27.9M | 719,089 | +4.1% shares | Q2 2026 |
| Integrity Advisory Solutions, LLCWealth manager | 2.8% | $26.4M | 703,722 | — | Q3 2026 |
| Factor Wealth Management LTDWealth manager | 3.8% | $24.8M | 663,113 | — | Q3 2026 |
| Retirement Solution LLCWealth manager | 5.4% | $24.5M | 654,275 | — | Q3 2026 |
| Chicago Partners Investment Group LLCWealth manager | 0.4% | $24.1M | 621,335 | — | Q3 2026 |
| Integris Wealth Management, LLCWealth manager | 4.6% | $23.9M | 637,888 | — | Q3 2026 |
The 30 largest of 209 positions, by value. Each manager counts with its latest 13F (Q3 2026: 82, Q2 2026: 123, Q1 2026: 4). Screen DFSV in the grand portfolio →
DFSV stock trades by members of Congress
No member of Congress has disclosed a trade in DFSV.
DFSV questions and answers
Are insiders buying DFSV stock?
No open-market insider purchases or sales of DFSV were filed in the last 90 days.
Which hedge funds own DFSV?
209 13F filers hold DFSV among their 50 largest positions, worth $3.8B combined. The biggest bets by portfolio weight are Seaside Wealth Management, Inc. (8.8%), Hassell Wealth Management, LLC (8.8%) and Avant Financial Advisors LLC (8.7%). In their latest 13Fs, 13 managers opened a new position and 31 added to one.
Has Congress traded DFSV?
No member of Congress has disclosed a trade in DFSV.
Who is the largest holder of DFSV?
Among 13F filers, Savant Capital, LLC reports the largest DFSV position, $976.1M (25,008,847 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Seaside Wealth Management, Inc.'s: 8.8% of its portfolio.
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