Dimensional US Small Cap ValDFSVETF
13F holders, Q2 2026 (June 30)584holders +30
45new positions
13sold out
4famous investors
$38.84avg. 13F price*
At the end of Q2 2026, 584 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 30 from Q1 2026. 45 opened new positions and 13 sold out. The largest holders were Savant Capital, LLC ($976.1M), Mather Group, Llc. ($257.3M) and JMG Financial Group, Ltd. ($244.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Dimensional US Small Cap Val
- CUSIP
- 25434V815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $45.0M |
| Exits | 13 | $12.1M |
All 13F filers, Q1 2026 → Q2 2026: 13,622,891 shares bought and 8,040,760 shares sold, net +5,582,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Savant Capital, LLC | 2.87% | Add +32.5% | 25,008,847 | $976.1M |
| Mather Group, Llc. | 2.24% | Add +1.0% | 6,632,230 | $257.3M |
| JMG Financial Group, Ltd. | 5.91% | Add +1.9% | 6,311,245 | $244.8M |
| Focus Partners Wealth | 0.19% | Add +4.5% | 4,701,833 | $182.4M |
| Cetera Investment Advisers | 0.17% | Add +20.9% | 4,700,364 | $182.3M |
| Cerity Partners LLC | 0.21% | Add +3.8% | 4,469,361 | $173.4M |
| Ritholtz Wealth Management | 2.36% | Add +5.5% | 4,069,099 | $157.8M |
| Corient Private Wealth LP | 0.17% | Reduce -55.8% | 3,243,839 | $125.8M |
| Modera Wealth Management, LLC | 1.22% | Add +6.7% | 2,947,946 | $114.4M |
| Index Fund Advisors, Inc. | 4.38% | Add +3.0% | 2,844,072 | $110.3M |
| Pathstone Holdings, LLC | 0.30% | Reduce -3.2% | 2,666,992 | $103.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.9% | 2,378,365 | $92.3M |
| LPL Financial LLC | 0.02% | Add +6.7% | 2,360,503 | $91.6M |
| Focus Partners Advisor Solutions, LLC | 0.73% | Add +5.5% | 2,225,817 | $86.3M |
| Creative Planning | 0.05% | Reduce -1.1% | 2,187,449 | $84.9M |
| Arista Wealth Management, LLC | 9.01% | Add +2.3% | 2,151,928 | $83.5M |
| Raymond James Financial Inc. | 0.02% | Add +1.5% | 1,970,745 | $76.4M |
| Bank of America Corp. | 0.00% | Add +8.4% | 1,704,969 | $66.1M |
| Vestmark Advisory Solutions, Inc. | 0.54% | Reduce -0.1% | 1,486,102 | $57.6M |
| EP Wealth Advisors, LLC | 0.20% | Reduce -6.2% | 1,332,487 | $51.7M |
| DiNuzzo Private Wealth, Inc. | 4.99% | Reduce -3.5% | 1,300,634 | $50.5M |
| Truepoint, Inc. | 0.97% | Reduce -11.0% | 1,193,913 | $46.3M |
| Evanson Financial, LLC | 2.20% | — | 1,160,147 | $45.0M |
| Coldstream Capital Management Inc. | 0.57% | Reduce -48.8% | 1,142,603 | $44.9M |
| Mosaic Family Wealth Partners, LLC | 2.71% | Add +3.3% | 1,030,836 | $40.0M |
| Leading Edge Financial Planning LLC | 7.10% | Add +6.0% | 1,027,285 | $39.8M |
| Bank of Montreal | 0.01% | Add +3.3% | 1,023,556 | $39.7M |
| Osaic Holdings, Inc. | 0.04% | Add +24.1% | 968,729 | $37.6M |
| Integrity Advisory Solutions, LLC | 3.75% | Add +8.9% | 940,148 | $36.5M |
| Harbour Investments, Inc. | 0.49% | Add +7.3% | 930,059 | $36.1M |
| Elser Financial Planning, Inc | 1.55% | Add +1.3% | 923,575 | $35.8M |
| Seaside Wealth Management, Inc. | 8.84% | Add +2.3% | 922,462 | $35.8M |
| Stordahl Capital Management, Inc. | 6.49% | Add +0.4% | 913,553 | $35.4M |
| Northern Trust Corp. | 0.00% | Add +6.7% | 905,466 | $35.1M |
| United Wealth Management, LLC | 7.89% | Add +0.6% | 904,345 | $35.1M |
| Jackson Thornton Wealth Management, LLC | 2.68% | Add +2.3% | 873,274 | $33.9M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +4.0% | 848,190 | $32.9M |
| von Borstel & Associates, Inc. | 6.67% | Add +1.2% | 839,017 | $32.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +19.9% | 826,860 | $32.1M |
| HighTower Advisors, LLC | 0.03% | Add +2.5% | 805,623 | $31.3M |
| Hassell Wealth Management, LLC | 9.03% | Add +1.1% | 770,951 | $29.4M |
| Zhang Financial LLC | 0.85% | Add +6.9% | 750,732 | $29.1M |
| Diversified Portfolios, Inc. | 2.07% | Add +5.7% | 734,781 | $28.5M |
| Rather & Kittrell, Inc. | 3.90% | Add +4.1% | 719,089 | $27.9M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -2.4% | 714,818 | $27.7M |
| Park Avenue Securities LLC | 0.17% | Add +5.6% | 714,197 | $27.7M |
| Integrity Alliance, Llc. | 0.86% | Reduce -0.2% | 704,492 | $27.3M |
| OneDigital Investment Advisors LLC | 0.22% | Add +6.4% | 665,532 | $25.8M |
| Retirement Solution LLC | 4.99% | Add +0.1% | 658,005 | $25.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.8% | 644,635 | $25.0M |
| Factor Wealth Management LTD | 3.72% | Add +82.4% | 634,617 | $24.6M |
| Chicago Partners Investment Group LLC | 0.47% | Add +3.9% | 594,768 | $23.3M |
| Wealth Dimensions Group, Ltd. | 4.08% | Add +1.0% | 587,003 | $22.8M |
| Integris Wealth Management, LLC | 4.59% | Reduce -2.1% | 585,899 | $22.7M |
| Safeguard Investment Advisory Group, LLC | 5.23% | Reduce -4.5% | 584,076 | $22.7M |
| Wealth Advisors Northwest LLC | 7.47% | Add +2.7% | 565,017 | $21.9M |
| Krilogy Financial LLC | 0.65% | Add +0.9% | 562,531 | $21.8M |
| Perigon Wealth Management, LLC | 0.33% | Add +10.5% | 539,438 | $20.9M |
| Alpha Financial Advisors, LLC | 5.59% | Reduce -0.0% | 516,208 | $20.0M |
| Royal Bank of Canada | 0.00% | Reduce -24.1% | 512,087 | $19.9M |
| Clarity Wealth Development LLC | 11.02% | Add +6.5% | 511,635 | $19.8M |
| Equita Financial Network, Inc. | 5.45% | Add +0.6% | 505,882 | $19.6M |
| Foundation Wealth Management, LLC\PA | 5.88% | Add +8.4% | 502,590 | $19.5M |
| Farther Finance Advisors, LLC | 0.15% | Add +9.4% | 499,837 | $19.4M |
| Geneos Wealth Management Inc. | 0.39% | Add +1.3% | 492,276 | $19.1M |
| NewEdge Advisors, LLC | 0.06% | Reduce -4.5% | 486,019 | $18.9M |
| Apella Capital, LLC | 0.26% | Add +12.8% | 483,548 | $18.7M |
| Betterment LLC | 0.03% | Add +3.9% | 465,072 | $18.0M |
| Mariner, LLC | 0.02% | Add +5.5% | 462,453 | $17.9M |
| Tobias Financial Advisors, Inc. | 2.27% | Add +2.9% | 461,103 | $17.9M |
| Well Done, LLC | 2.39% | Reduce -2.2% | 457,938 | $17.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.1% | 446,524 | $17.3M |
| Fiduciary Financial Advisors | 1.74% | New | 442,556 | $17.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 438,349 | $17.0M |
| Timonier Family Office, LTD. | 4.78% | — | 436,101 | $16.9M |
| Scratch Capital LLC | 8.34% | Add +7.2% | 433,153 | $16.8M |
| Allworth Financial LP | 0.07% | Reduce -51.1% | 425,967 | $16.5M |
| Oceanside Advisors LLC | 8.28% | Add +2.4% | 422,944 | $16.4M |
| Parkwoods Wealth Partners, LLC | 2.58% | Add +30.6% | 413,454 | $16.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +20.5% | 412,020 | $16.0M |
| Physician Wealth Solutions Inc. | 6.05% | Reduce -2.0% | 411,042 | $15.9M |
| Trust Co of the South | 2.20% | Reduce -9.6% | 402,318 | $15.6M |
| Avantax Planning Partners, Inc. | 0.38% | Reduce -5.0% | 393,241 | $15.3M |
| Greenline Partners, LLC | 1.53% | Reduce -0.1% | 388,109 | $15.1M |
| Cardiff Park Advisors, LLC | 1.16% | Reduce -0.2% | 386,270 | $15.0M |
| RFG Advisory, LLC | 0.23% | Add +2.4% | 373,465 | $14.5M |
| Navigoe, LLC | 7.57% | Add +2.2% | 373,205 | $14.5M |
| MML Investors Services, LLC | 0.03% | Add +12.9% | 368,604 | $14.3M |
| Avant Financial Advisors LLC | 8.74% | Add +9.4% | 361,776 | $14.0M |
| AdvisorNet Financial, Inc | 0.62% | Add +3.6% | 349,124 | $13.5M |
| Woodward Financial Advisors, Inc. | 4.52% | — | 348,538 | $13.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +4.0% | 348,145 | $13.5M |
| Keb Asset Management, LLC | 2.14% | Reduce -0.3% | 341,522 | $13.2M |
| Abel Hall, LLC | 2.25% | Add +3.3% | 336,098 | $13.0M |
| Vestia Personal Wealth Advisors | 5.07% | Add +10.5% | 334,579 | $13.0M |
| Plancorp, LLC | 0.31% | Add +0.2% | 327,279 | $12.7M |
| Private Wealth Management Group, LLC | 2.90% | Reduce -4.7% | 321,963 | $12.5M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +0.9% | 321,443 | $12.5M |
| Financial Architects, LLC | 5.96% | Add +0.9% | 320,155 | $12.4M |
| BOS Asset Management, LLC | 2.84% | Add +0.6% | 313,868 | $12.2M |
"% of holder's portfolio" is DFSV's weight in each manager's 13F, not the share of Dimensional US Small Cap Val the manager owns.