Dimensional US Small Cap ValDFSVETF
13F holders, Q1 2024 (March 31)285holders
3famous investors
$30.00avg. 13F price*
At the end of Q1 2024, 285 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings. The largest holders were Alaska Permanent Fund Corp ($247.0M), JMG Financial Group, Ltd. ($140.4M) and Savant Capital, LLC ($85.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $21.5M |
| Exits | 10 | $19.6M |
Ownership 285 holders
| Alaska Permanent Fund Corp | 3.64% | Add +4.4% | 8,205,327 | $247.0M |
| JMG Financial Group, Ltd. | 5.35% | Add +6.7% | 4,663,997 | $140.4M |
| Savant Capital, LLC | 0.98% | Add +25.2% | 2,826,132 | $85.1M |
| EP Wealth Advisors, LLC | 0.94% | Add +3.7% | 2,667,181 | $80.3M |
| Corient Private Wealth LP | 0.12% | Add +14.8% | 2,209,840 | $66.5M |
| Modera Wealth Management, LLC | 0.99% | Add +14.2% | 2,156,841 | $64.9M |
| Ritholtz Wealth Management | 2.01% | Add +2.8% | 1,935,074 | $58.2M |
| Index Fund Advisors, Inc. | 2.35% | Add +8.0% | 1,411,588 | $42.5M |
| DiNuzzo Private Wealth, Inc. | 5.03% | Add +0.3% | 1,239,206 | $37.3M |
| Buckingham Strategic Wealth, LLC | 0.39% | Add +88.7% | 1,215,861 | $36.6M |
| Cable Hill Partners, LLC | 3.77% | No change | 1,087,459 | $30.8M |
| Pathstone Holdings, LLC | 0.14% | Reduce -1.9% | 1,007,701 | $30.3M |
| Bank of America Corp. | 0.00% | Add +161.9% | 909,562 | $27.4M |
| LPL Financial LLC | 0.01% | Add +8.3% | 859,791 | $25.9M |
| Stordahl Capital Management, Inc. | 6.20% | Add +3.3% | 822,120 | $24.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +7.7% | 797,625 | $24.0M |
| Jackson Thornton Wealth Management, LLC | 4.01% | Add +2.1% | 784,826 | $23.6M |
| Mosaic Family Wealth Partners, LLC | 3.74% | Add +8.3% | 754,931 | $22.7M |
| Vestmark Advisory Solutions, Inc. | 0.96% | Add +18.4% | 740,640 | $22.3M |
| Alpha Financial Advisors, LLC | 10.34% | Add +3.3% | 728,659 | $21.9M |
| Exencial Wealth Advisors, LLC | 0.81% | Add +36.4% | 723,930 | $21.8M |
| Truepoint, Inc. | 0.59% | Reduce -5.2% | 691,227 | $20.8M |
| Seaside Wealth Management, Inc. | 8.56% | Add +1.8% | 667,071 | $20.1M |
| Retirement Solution LLC | 5.18% | Add +0.2% | 635,223 | $19.1M |
| Evanson Asset Management, LLC | 1.42% | Add +12.5% | 631,751 | $19.0M |
| NewEdge Advisors, LLC | 0.16% | Add +13.6% | 625,138 | $18.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +292.8% | 609,384 | $18.3M |
| Private Wealth Management Group, LLC | 8.22% | Add +13.7% | 602,975 | $18.1M |
| BetterWealth, LLC | 5.85% | Add +1.2% | 597,086 | $18.0M |
| Safeguard Investment Advisory Group, LLC | 5.99% | Add +12.9% | 585,884 | $17.6M |
| Equita Financial Network, Inc. | 7.90% | Add +111.2% | 584,068 | $17.6M |
| Root Financial Partners, LLC | 5.18% | Add +27.4% | 579,967 | $17.5M |
| Integris Wealth Management, LLC | 4.70% | Add +5.7% | 565,222 | $17.0M |
| Jentner Corp | 5.90% | Add +12.5% | 558,283 | $16.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +15.2% | 551,534 | $16.6M |
| Bank of Montreal | 0.01% | Add +12.8% | 541,011 | $16.3M |
| Hassell Wealth Management, LLC | 10.16% | Add +2.1% | 555,082 | $16.0M |
| Geneos Wealth Management Inc. | 0.69% | Reduce -0.4% | 500,813 | $15.1M |
| Leading Edge Financial Planning LLC | 6.57% | Add +19.7% | 492,678 | $14.8M |
| Arista Wealth Management, LLC | 11.20% | Reduce -54.0% | 487,031 | $14.7M |
| Zhang Financial LLC | 1.08% | Add +29.0% | 485,602 | $14.6M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Add +177.2% | 482,165 | $14.5M |
| Chicago Partners Investment Group LLC | 0.60% | Reduce -0.3% | 491,889 | $14.2M |
| Waterway Wealth Management, LLC | 6.24% | Add +0.2% | 471,349 | $14.2M |
| Cerity Partners LLC | 0.04% | Add +17.1% | 460,268 | $13.9M |
| Vance Wealth, LLC | 5.27% | Add +0.3% | 439,356 | $13.2M |
| Creative Planning | 0.01% | Add +14.1% | 425,132 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +9.7% | 397,541 | $12.0M |
| Grunden Financial Advisory, Inc. | 6.12% | Add +1.9% | 382,122 | $11.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.5% | 374,842 | $11.3M |
| Osaic Holdings, Inc. | 0.02% | Add +12.6% | 365,207 | $11.0M |
| Well Done, LLC | 2.15% | Add +1767.5% | 362,635 | $10.9M |
| Oceanside Advisors LLC | 8.52% | Add +3.0% | 341,853 | $10.3M |
| Krilogy Financial LLC | 0.78% | Add +1.9% | 337,688 | $10.2M |
| Rather & Kittrell, Inc. | 2.93% | Add +18.9% | 325,953 | $9.8M |
| Avantax Advisory Services, Inc. | 0.09% | Add +267.9% | 321,274 | $9.7M |
| Freedom Investment Management, Inc. | 0.75% | Reduce -5.3% | 312,613 | $9.4M |
| Total Wealth Planning, LLC | 1.56% | Add +7.8% | 301,657 | $9.1M |
| Northern Trust Corp. | 0.00% | Add +15.8% | 296,787 | $8.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.95% | Reduce -2.1% | 294,818 | $8.9M |
| Pinnacle Associates Ltd. | 0.14% | Reduce -2.1% | 294,818 | $8.9M |
| Hill Investment Group Partners, LLC | 1.16% | Reduce -4.9% | 273,882 | $8.2M |
| Balyasny Asset Management L.P. | 0.02% | Add +245.3% | 268,122 | $8.1M |
| Financial Architects, LLC | 5.57% | Add +9.8% | 267,505 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Add +13.8% | 265,658 | $8.0M |
| Wealth Dimensions Group, Ltd. | 2.24% | Add +13.6% | 251,440 | $7.6M |
| Abel Hall, LLC | 5.60% | Add +5.7% | 248,495 | $7.5M |
| Perigon Wealth Management, LLC | 0.22% | Add +3267.6% | 246,305 | $7.4M |
| Diversified Portfolios, Inc. | 1.04% | Add +15.9% | 246,054 | $7.4M |
| Mariner, LLC | 0.02% | Add +12.8% | 241,956 | $7.3M |
| RCS Financial Planning, LLC | 4.48% | Add +3.4% | 241,745 | $7.3M |
| Ballentine Capital Advisors, Inc | 3.99% | Add +3.5% | 243,398 | $7.3M |
| AdvisorNet Financial, Inc | 0.70% | Add +3113.0% | 241,010 | $7.3M |
| Physician Wealth Solutions Inc. | 5.92% | Add +31.6% | 234,241 | $7.1M |
| Cahill Wealth Management, LLC | 4.00% | Add +4.1% | 228,126 | $6.9M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +6.3% | 228,080 | $6.9M |
| McIlrath & Eck, LLC | 1.09% | Add +56.8% | 227,622 | $6.9M |
| Advisory Services & Investments, LLC | 4.35% | Add +2.0% | 209,501 | $6.3M |
| Tobias Financial Advisors, Inc. | 1.42% | Add +14.9% | 208,076 | $6.3M |
| Yeomans Consulting Group, Inc. | 2.69% | Reduce -4.7% | 204,043 | $6.1M |
| Signet Financial Management, LLC | 0.80% | Add +0.2% | 193,549 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +107.2% | 191,029 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +2.3% | 188,663 | $5.7M |
| Aveo Capital Partners, LLC | 0.62% | Add +0.3% | 194,681 | $5.7M |
| BOS Asset Management, LLC | 2.96% | New | 187,060 | $5.6M |
| Relative Value Partners Group, LLC | 0.35% | No change | 196,687 | $5.5M |
| Phillips Financial Management, LLC | 0.42% | Add +1.9% | 172,124 | $5.2M |
| Sterling Financial Planning, Inc. | 1.87% | Add +8.3% | 153,557 | $4.6M |
| Advisory Alpha, LLC | 0.18% | Add +4.2% | 145,068 | $4.4M |
| Jane Street Group, LLC | 0.01% | Reduce -12.1% | 144,379 | $4.3M |
| PBMares Wealth Management LLC | 1.04% | Add +35.8% | 132,562 | $4.0M |
| Annapolis Financial Services, LLC | 1.28% | Reduce -3.2% | 129,305 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +14.3% | 121,627 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +44.0% | 121,109 | $3.6M |
| American Investment Services, Inc. | 0.64% | Add +10.1% | 120,121 | $3.6M |
| True Wealth Design, LLC | 0.90% | Reduce -2.3% | 120,120 | $3.6M |
| OneDigital Investment Advisors LLC | 0.06% | Add +24.2% | 117,710 | $3.5M |
| Keb Asset Management, LLC | 1.15% | No change | 111,972 | $3.4M |
| Trust Co of the South | 0.75% | Add +32.3% | 107,423 | $3.2M |
| Sachem Hill LLC | 0.74% | Add +9.8% | 104,687 | $3.2M |
"% 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.