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 |
| Cravens & Co Advisors, LLC | 2.58% | Add +2.3% | 103,120 | $3.1M |
| Corrigan Financial, Inc. | 0.78% | Add +75.3% | 101,307 | $3.0M |
| Lincoln National Corp. | 0.05% | Add +5.3% | 99,629 | $3.0M |
| Soundmark Wealth Management, LLC | 1.25% | Add +22.0% | 93,385 | $2.8M |
| Lam Group, Inc. | 2.29% | Add +1.0% | 93,243 | $2.8M |
| Discipline Wealth Solutions, LLC | 2.47% | Add +11.4% | 89,502 | $2.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.2% | 88,583 | $2.7M |
| Aviance Capital Partners, LLC | 0.39% | Add +1.7% | 87,048 | $2.6M |
| Vannoy Advisory Group, Inc. | 1.95% | Reduce -0.4% | 83,214 | $2.5M |
| SC&H Financial Advisors, Inc. | 0.64% | Add +1.2% | 81,296 | $2.4M |
| Lantz Financial LLC | 0.77% | Add +30.8% | 79,409 | $2.4M |
| Bluespring Wealth Management, LLC | 0.26% | Add +3.5% | 78,437 | $2.4M |
| Evensky & Katz LLC | 0.16% | Add +0.1% | 74,409 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +29.7% | 72,833 | $2.2M |
| Financial Symmetry Inc | 1.85% | Add +5.5% | 70,208 | $2.1M |
| Melfa Wealth Management, Inc. | 1.51% | Add +8.9% | 69,704 | $2.1M |
| W.H. Cornerstone Investments Inc. | 1.48% | Add +75.1% | 68,275 | $2.1M |
| LJI Wealth Management, LLC | 0.52% | Add +6.7% | 66,675 | $2.0M |
| Quantum Financial Advisors, LLC | 0.36% | New | 64,815 | $2.0M |
| Gradient Capital Advisors, LLC | 0.69% | Add +13.5% | 62,399 | $1.9M |
| Legacy Financial Group, Inc. | 0.73% | Add +30.2% | 61,432 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -0.6% | 60,145 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +1.5% | 59,378 | $1.8M |
| Dopkins Wealth Management, LLC | 1.06% | Add +10.2% | 58,429 | $1.8M |
| Firethorn Wealth Partners, LLC | 1.03% | Add +52.7% | 58,284 | $1.8M |
| SageView Advisory Group, LLC | 0.09% | Reduce -1.4% | 56,625 | $1.7M |
| Farther Finance Advisors, LLC | 0.10% | Add +1.2% | 56,513 | $1.7M |
| Blue Trust, Inc. | 0.02% | Add +33.9% | 55,198 | $1.7M |
| Fermata Advisors, LLC | 0.37% | Add +20.7% | 55,187 | $1.7M |
| Pettinga Financial Advisors LLC | 0.41% | Add +10.4% | 53,579 | $1.6M |
| Ancora Advisors LLC | 0.04% | Add +94.6% | 53,492 | $1.6M |
| Roberts Glore & Co. Inc. | 0.46% | Add +17.1% | 51,155 | $1.5M |
| Betterment LLC | 0.00% | Add +13.3% | 51,034 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -20.8% | 50,423 | $1.5M |
| Collective Family Office LLC | 0.49% | Add +1.5% | 50,278 | $1.5M |
| Rehmann Capital Advisory Group | 0.11% | Add +69.8% | 49,775 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.21% | Add +0.0% | 47,224 | $1.4M |
| Investmark Advisory Group LLC | 0.77% | Add +3.3% | 46,704 | $1.4M |
| Porter White Investment Advisors, Inc. | 0.74% | Add +8.1% | 46,079 | $1.4M |
| Liberty Capital Management, Inc. | 0.34% | Add +0.3% | 45,612 | $1.4M |
| Citadel Advisors | 0.00% | New | 45,376 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +14.3% | 44,652 | $1.3M |
| Eudaimonia Partners, LLC | 0.32% | Add +4.4% | 44,290 | $1.3M |
| Tortoise Investment Management, LLC | 0.16% | Add +1.9% | 43,705 | $1.3M |
| Hemington Wealth Management | 0.48% | New | 43,626 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 43,191 | $1.3M |
| Global Trust Asset Management, LLC | 0.52% | Add +3.2% | 42,383 | $1.3M |
| Corus Family Wealth Advisors | 1.05% | Add +6.3% | 40,805 | $1.2M |
| Renaissance Technologies | 0.00% | Add +88.7% | 40,200 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +5.8% | 39,601 | $1.2M |
| HFG Advisors, Inc. | 0.99% | New | 37,053 | $1.1M |
| Meritas Wealth Management, LLC | 0.78% | Reduce -0.7% | 37,025 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +81.9% | 36,254 | $1.1M |
| Level Financial Advisors | 0.49% | Add +258.6% | 36,009 | $1.1M |
| Heirloom Wealth Management | 0.36% | Reduce -3.9% | 35,291 | $1.1M |
| Quent Capital, LLC | 0.12% | Add +223.2% | 34,238 | $1.0M |
| Burton Enright Welch | 0.25% | Add +1.3% | 34,120 | $1.0M |
| Hutchens & Kramer Investment Management Group, LLC | 0.60% | Reduce -4.0% | 34,244 | $1.0M |
| Quarry Hill Advisors, LLC | 0.73% | Add +49.8% | 32,987 | $993K |
| Northwest Wealth Management, LLC | 0.26% | Add +26.2% | 31,082 | $936K |
| Fortis Capital Management LLC | 0.24% | Add +0.2% | 30,956 | $932K |
| Capital Planning LLC | 0.30% | Add +19.8% | 30,184 | $909K |
| Aire Advisors, LLC | 0.20% | Reduce -1.1% | 29,418 | $886K |
| Mattern Wealth Management LLC | 0.21% | Add +25.7% | 29,086 | $876K |
| Sandy Spring Bank | 0.04% | Add +20.5% | 28,678 | $863K |
| Morgan Stanley | 0.00% | Reduce -75.2% | 27,277 | $821K |
| Cambridge Financial Group, LLC | 0.39% | Add +37.6% | 27,092 | $815K |
| MAI Capital Management | 0.01% | Add +31.9% | 27,062 | $815K |
| Werba Rubin Papier Wealth Management | 0.23% | Add +44.3% | 25,964 | $782K |
| Kathleen S. Wright Associates Inc. | 0.37% | Add +85.1% | 26,096 | $775K |
| Team Hewins, LLC | 0.31% | Reduce -2.5% | 25,717 | $774K |
| Disciplined Investments, LLC | 0.42% | No change | 25,407 | $765K |
| FMB Wealth Management | 0.61% | Add +2.1% | 25,339 | $763K |
| Mutual Advisors, LLC | 0.02% | Add +37.4% | 25,135 | $757K |
| Kraft Asset Management, LLC | 0.60% | Add +40.2% | 24,878 | $749K |
| Mendota Financial Group, LLC | 0.42% | Reduce -4.0% | 23,912 | $720K |
| Revolve Wealth Partners, LLC | 0.12% | Add +0.9% | 22,360 | $673K |
| Glass Jacobson Investment Advisors llc | 0.25% | Add +15.5% | 22,228 | $669K |
| Sprinkle Financial Consultants LLC | 0.57% | New | 22,196 | $668K |
| Mustard Seed Financial, LLC | 0.65% | Add +50.4% | 21,769 | $655K |
| Physician Wealth Advisors, Inc. | 0.14% | Add +1.3% | 23,100 | $646K |
| REDW Wealth LLC | 0.17% | New | 21,391 | $644K |
| Apollon Wealth Management, LLC | 0.02% | No change | 20,100 | $605K |
| Rockwood Wealth Management, LLC | 0.08% | Add +49.3% | 20,058 | $604K |
| McClarren Financial Advisors, Inc. | 0.43% | Add +0.1% | 20,003 | $603K |
| CarsonAllaria Wealth Management, Ltd. | 0.37% | New | 19,584 | $589K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +10.3% | 19,359 | $583K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +3.6% | 19,285 | $580K |
| Hanover Advisors Inc. | 0.24% | Add +27.3% | 18,821 | $567K |
| Simplicity Wealth,LLC | 0.01% | New | 18,237 | $549K |
| Brown Advisory Inc. | 0.00% | New | 17,833 | $537K |
| Two Sigma Investments, LP | 0.00% | Reduce -73.4% | 17,500 | $527K |
| Compass Ion Advisors, LLC | 0.07% | New | 17,050 | $513K |
| WMS Partners, LLC | 0.04% | Reduce -1.3% | 16,880 | $508K |
| Joel Isaacson & Co., LLC | 0.03% | Add +39.6% | 16,741 | $504K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.8% | 16,714 | $503K |
| Willow Creek Wealth Management Inc. | 0.06% | Add +0.1% | 16,334 | $492K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.20% | New | 16,295 | $490K |
| Shearwater Capital LLC | 0.36% | Add +2.8% | 16,254 | $489K |
| Altiora Financial Group, LLC | 0.13% | Add +79.9% | 16,249 | $489K |
| Pine Harbor Wealth Management, LLC | 0.31% | Add +42.6% | 16,182 | $487K |
| Great Oak Capital Partners, LLC | 0.21% | Add +39.0% | 15,951 | $480K |
| Mission Wealth Management, LP | 0.01% | No change | 15,514 | $467K |
| Flow Traders U.S. LLC | 0.02% | Reduce -55.5% | 15,396 | $463K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -0.8% | 15,334 | $462K |
| Edge Financial Advisors LLC | 0.40% | — | 14,996 | $457K |
| Cypress Point Wealth Management, LLC | 0.23% | Add +7.1% | 15,153 | $456K |
| Ruedi Wealth Management, Inc. | 0.19% | Add +9.0% | 15,072 | $454K |
| Heritage Wealth Management, Inc./Texas | 0.29% | Add +0.0% | 14,647 | $441K |
| C M Bidwell & Associates Ltd. | 0.28% | Add +24.7% | 13,793 | $415K |
| Earned Wealth Advisors, LLC | 0.16% | Add +62.0% | 13,698 | $412K |
| Builder Investment Group Inc. | 0.12% | Add +0.2% | 13,376 | $403K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 13,343 | $402K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 13,343 | $402K |
| GEM Asset Management, LLC | 0.26% | Add +20.9% | 13,635 | $379K |
| Essential Planning, LLC. | 0.18% | No change | 12,662 | $369K |
| Gemmer Asset Management LLC | 0.04% | Add +0.2% | 12,036 | $362K |
| WCG Wealth Advisors LLC | 0.03% | New | 12,016 | $362K |
| CSS LLC | 0.09% | New | 12,000 | $361K |
| 25 LLC | 0.18% | Add +8.2% | 11,923 | $359K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,866 | $357K |
| Jones Financial Companies LLLP | 0.00% | Add +144.0% | 11,343 | $341K |
| Keebeck Wealth Management | 0.05% | Reduce -32.3% | 10,993 | $331K |
| Main Street Financial Solutions, LLC | 0.04% | New | 10,913 | $328K |
| Financial Planning & Information Services, Inc. | 0.05% | Add +0.2% | 10,820 | $326K |
| MB Generational Wealth, LLC | 0.25% | New | 10,584 | $319K |
| LifePro Asset Management | 0.20% | New | 9,899 | $298K |
| Signature Resources Capital Management, LLC | 0.28% | No change | 10,159 | $296K |
| Clear Harbor Asset Management, LLC | 0.03% | New | 9,805 | $295K |
| Lauterbach Financial Advisors, LLC | 0.19% | Add +9.9% | 9,795 | $295K |
| Advisory Services Network, LLC | 0.01% | Add +32.7% | 9,780 | $294K |
| Beaird Harris Wealth Management, LLC | 0.03% | New | 9,500 | $286K |
| Tillman Hartley LLC | 0.10% | New | 9,269 | $279K |
| Squire Investment Management Company, LLC | 0.17% | New | 9,075 | $273K |
| Independent Financial Group, LLC | 0.01% | Add +1.5% | 9,028 | $272K |
| Cetera Investment Advisers | 0.00% | Reduce -16.8% | 8,636 | $260K |
| Narus Financial Partners, LLC | 0.11% | Add +2.5% | 8,559 | $258K |
| Abacus Planning Group, Inc. | 0.05% | Add +0.3% | 8,470 | $255K |
| Spire Wealth Management | 0.00% | Add +35.0% | 8,367 | $252K |
| Elevate Wealth Advisory, Inc. | 0.21% | Reduce -26.1% | 7,910 | $238K |
| Allegiance Financial Group Advisory Services LLC | 0.10% | Add +0.2% | 7,762 | $234K |
| Aspire Wealth Management Corp | 0.13% | Add +8.6% | 7,320 | $220K |
| RAM Investment Partners, LLC | 0.07% | No change | 7,236 | $218K |
| Sutton Place Investors LLC | 0.11% | Reduce -0.1% | 7,220 | $217K |
| Aspire Private Capital, LLC | 0.06% | Add +48.3% | 7,207 | $217K |
| Hartline Investment Corp./ | 0.04% | New | 7,075 | $213K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 7,075 | $213K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,789 | $204K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -7.6% | 6,747 | $203K |
| ProVise Management Group, LLC | 0.02% | New | 6,688 | $201K |
| Cwm, LLC | 0.00% | Reduce -16.8% | 5,739 | $173K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,618 | $169K |
| GeoWealth Management, LLC | 0.01% | New | 4,879 | $147K |
| WealthShield Partners, LLC | 0.02% | Reduce -18.1% | 4,031 | $121K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.21% | Reduce -35.6% | 3,644 | $110K |
| Mercer Global Advisors Inc. | 0.00% | Add +1173.0% | 91,645 | $92K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $68K |
| Private Trust Co. NA | 0.01% | No change | 2,226 | $67K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Reduce -78.5% | 2,034 | $61K |
| US Bancorp \de | 0.00% | Reduce -14.5% | 1,884 | $57K |
| Morris Financial Concepts, Inc. | 0.03% | Add +8.8% | 1,780 | $54K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -7.7% | 1,497 | $45K |
| Comerica Bank | 0.00% | Add +1.4% | 1,047 | $32K |
| Asset Dedication, LLC | 0.00% | Add +0.5% | 1,018 | $30K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 987 | $30K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 902 | $27K |
| Providence Capital Advisors, LLC | 0.01% | New | 895 | $27K |
| Global Retirement Partners, LLC | 0.00% | No change | 849 | $26K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $20K |
| DecisionPoint Financial, LLC | 0.00% | No change | 410 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 368 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | New | 368 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.2% | 345 | $10K |
| Mather Group, Llc. | 0.00% | New | 296 | $9K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +11.8% | 284 | $9K |
| EnRich Financial Partners LLC | 0.00% | New | 272 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | New | 155 | $5K |
| Concord Wealth Partners | 0.00% | No change | 148 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -35.8% | 138 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 100 | $3K |
| GAMMA Investing LLC | 0.00% | New | 97 | $3K |
| Howe & Rusling Inc. | 0.00% | New | 60 | $2K |
| Avondale Wealth Management | 0.00% | No change | 58 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 3 | $91 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $30 |
"% 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.