Dimensional US Small Cap ValDFSVETF
13F holders, Q2 2024 (June 30)304holders +19
26new positions
10sold out
3famous investors
$29.14avg. 13F price*
At the end of Q2 2024, 304 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 19 from Q1 2024. 26 opened new positions and 10 sold out. The largest holders were Alaska Permanent Fund Corp ($260.1M), JMG Financial Group, Ltd. ($141.2M) and Savant Capital, LLC ($133.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $28.6M |
| Exits | 10 | $18.0M |
All 13F filers, Q1 2024 → Q2 2024: 10,260,452 shares bought and 1,685,090 shares sold, net +8,575,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 304 holders
| Alaska Permanent Fund Corp | 3.85% | No change | 8,205,327 | $260.1M |
| JMG Financial Group, Ltd. | 5.27% | Add +5.2% | 4,907,427 | $141.2M |
| Savant Capital, LLC | 1.34% | Add +64.3% | 4,644,303 | $133.7M |
| Corient Private Wealth LP | 0.14% | Add +24.2% | 2,743,759 | $79.0M |
| EP Wealth Advisors, LLC | 0.77% | Reduce -5.8% | 2,512,223 | $72.3M |
| Modera Wealth Management, LLC | 1.00% | Add +8.9% | 2,348,884 | $67.6M |
| Ritholtz Wealth Management | 1.86% | Add +1.3% | 1,959,343 | $56.4M |
| Index Fund Advisors, Inc. | 2.63% | Add +14.6% | 1,616,952 | $46.5M |
| Arista Wealth Management, LLC | 11.89% | Add +222.4% | 1,570,224 | $45.2M |
| Buckingham Strategic Wealth, LLC | 0.44% | Add +21.9% | 1,482,678 | $42.7M |
| DiNuzzo Private Wealth, Inc. | 4.84% | Add +0.6% | 1,246,284 | $35.9M |
| Cable Hill Partners, LLC | 3.62% | Add +6.5% | 1,157,929 | $33.3M |
| Bank of America Corp. | 0.00% | Add +25.9% | 1,145,491 | $33.0M |
| Pathstone Holdings, LLC | 0.14% | Add +3.1% | 1,039,307 | $29.9M |
| Avantax Advisory Services, Inc. | 0.21% | Add +214.9% | 1,011,655 | $29.1M |
| LPL Financial LLC | 0.01% | Add +9.1% | 937,602 | $27.0M |
| Vestmark Advisory Solutions, Inc. | 1.08% | Add +21.5% | 899,670 | $25.9M |
| Stordahl Capital Management, Inc. | 5.98% | Add +1.1% | 831,017 | $23.9M |
| Exencial Wealth Advisors, LLC | 0.90% | Add +14.3% | 827,698 | $23.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.5% | 825,793 | $23.8M |
| Jackson Thornton Wealth Management, LLC | 3.54% | Add +2.3% | 803,177 | $23.1M |
| Root Financial Partners, LLC | 5.36% | Add +37.3% | 796,149 | $22.9M |
| Mosaic Family Wealth Partners, LLC | 3.60% | Add +2.9% | 777,019 | $22.4M |
| Evanson Asset Management, LLC | 1.56% | Add +16.4% | 735,537 | $21.2M |
| Alpha Financial Advisors, LLC | 10.07% | Reduce -0.2% | 727,030 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.2% | 708,182 | $20.4M |
| Seaside Wealth Management, Inc. | 8.25% | Add +3.6% | 691,293 | $19.9M |
| Truepoint, Inc. | 0.55% | Reduce -2.6% | 673,162 | $19.4M |
| Equita Financial Network, Inc. | 8.01% | Add +14.0% | 666,021 | $19.2M |
| Safeguard Investment Advisory Group, LLC | 5.94% | Add +13.3% | 663,779 | $19.1M |
| Hassell Wealth Management, LLC | 8.46% | Add +7.9% | 599,092 | $18.9M |
| Retirement Solution LLC | 4.96% | Add +0.9% | 640,896 | $18.4M |
| Bank of Montreal | 0.01% | Add +14.0% | 616,665 | $18.1M |
| Jentner Corp | 5.88% | Add +10.2% | 615,013 | $17.7M |
| BetterWealth, LLC | 5.60% | Add +2.3% | 610,801 | $17.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +9.0% | 601,078 | $17.3M |
| Chicago Partners Investment Group LLC | 0.62% | Add +3.3% | 507,886 | $16.0M |
| Leading Edge Financial Planning LLC | 6.42% | Add +12.8% | 555,835 | $16.0M |
| Zhang Financial LLC | 1.08% | Add +10.8% | 538,128 | $15.5M |
| Focus Partners Advisor Solutions, LLC | 0.40% | Add +8.8% | 524,623 | $15.1M |
| Cerity Partners LLC | 0.04% | Add +14.0% | 524,608 | $15.1M |
| Integris Wealth Management, LLC | 4.29% | Reduce -8.7% | 515,908 | $14.8M |
| NewEdge Advisors, LLC | 0.11% | Reduce -17.7% | 514,683 | $14.8M |
| Private Wealth Management Group, LLC | 6.40% | Reduce -14.9% | 513,160 | $14.8M |
| Geneos Wealth Management Inc. | 0.64% | Add +0.7% | 504,204 | $14.5M |
| Osaic Holdings, Inc. | 0.03% | Add +30.3% | 475,787 | $13.7M |
| Creative Planning | 0.01% | Add +7.0% | 454,987 | $13.1M |
| Waterway Wealth Management, LLC | 6.35% | Reduce -4.6% | 449,671 | $12.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +7.8% | 428,703 | $12.3M |
| Flputnam Investment Management Co. | 0.22% | New | 402,274 | $11.6M |
| Grunden Financial Advisory, Inc. | 5.93% | Add +3.2% | 394,488 | $11.4M |
| HighTower Advisors, LLC | 0.02% | Add +4.7% | 392,390 | $11.3M |
| Krilogy Financial LLC | 0.83% | Add +15.1% | 388,577 | $11.2M |
| Rather & Kittrell, Inc. | 3.07% | Add +18.8% | 387,215 | $11.1M |
| Northern Trust Corp. | 0.00% | Add +30.0% | 385,831 | $11.1M |
| Well Done, LLC | 2.27% | Add +4.5% | 378,963 | $10.9M |
| Total Wealth Planning, LLC | 1.69% | Add +9.3% | 329,863 | $10.3M |
| Oceanside Advisors LLC | 8.18% | Add +2.9% | 351,866 | $10.1M |
| Physician Wealth Solutions Inc. | 7.13% | Add +48.2% | 347,057 | $10.0M |
| Diversified Portfolios, Inc. | 1.21% | Add +29.5% | 318,545 | $9.2M |
| Freedom Investment Management, Inc. | 0.74% | Add +1.1% | 316,193 | $9.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.92% | Add +4.7% | 308,539 | $8.9M |
| Pinnacle Associates Ltd. | 0.14% | Add +4.7% | 308,539 | $8.9M |
| Wealth Dimensions Group, Ltd. | 2.39% | Add +15.7% | 291,018 | $8.4M |
| Allworth Financial LP | 0.05% | Add +423.8% | 264,106 | $8.0M |
| RCS Financial Planning, LLC | 4.73% | Add +15.2% | 278,491 | $8.0M |
| Financial Architects, LLC | 5.43% | Add +3.8% | 277,630 | $8.0M |
| Hill Investment Group Partners, LLC | 1.07% | Reduce -6.9% | 254,979 | $7.9M |
| Perigon Wealth Management, LLC | 0.23% | Add +10.9% | 273,086 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 269,924 | $7.7M |
| Abel Hall, LLC | 5.35% | Add +5.8% | 262,981 | $7.6M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +13.2% | 258,282 | $7.4M |
| Mariner, LLC | 0.01% | Add +6.1% | 256,615 | $7.4M |
| Ballentine Capital Advisors, Inc | 3.89% | Add +4.5% | 254,299 | $7.3M |
| AdvisorNet Financial, Inc | 0.66% | Add +4.9% | 252,735 | $7.3M |
| Vance Wealth, LLC | 2.96% | Reduce -43.1% | 250,089 | $7.2M |
| Tobias Financial Advisors, Inc. | 1.55% | Add +19.9% | 249,488 | $7.2M |
| Cahill Wealth Management, LLC | 4.22% | Add +7.7% | 245,768 | $7.1M |
| Strategic Investment Solutions, Inc. | 2.27% | — | 221,391 | $7.0M |
| BOS Asset Management, LLC | 2.98% | Add +19.1% | 222,755 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 213,193 | $6.1M |
| Advisory Services & Investments, LLC | 4.25% | Add +1.4% | 212,364 | $6.1M |
| Yeomans Consulting Group, Inc. | 2.30% | Add +1.5% | 207,107 | $6.0M |
| OneDigital Investment Advisors LLC | 0.07% | Add +71.8% | 202,255 | $5.8M |
| Aveo Capital Partners, LLC | 0.63% | Reduce -0.9% | 192,876 | $5.6M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -1.9% | 185,159 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +48.7% | 180,081 | $5.2M |
| Signet Financial Management, LLC | 0.69% | Reduce -8.4% | 177,248 | $5.1M |
| Phillips Financial Management, LLC | 0.41% | Add +1.0% | 173,919 | $5.0M |
| Sterling Financial Planning, Inc. | 2.01% | Add +11.9% | 171,767 | $4.9M |
| McIlrath & Eck, LLC | 0.69% | Reduce -29.3% | 161,005 | $4.6M |
| Efficient Frontier Advisors LLC | 3.02% | New | 148,899 | $4.3M |
| Annapolis Financial Services, LLC | 1.37% | Add +13.2% | 146,415 | $4.2M |
| Sachem Hill LLC | 0.88% | Add +36.3% | 142,671 | $4.1M |
| PBMares Wealth Management LLC | 1.00% | Add +6.8% | 141,518 | $4.1M |
| Trust Co of the South | 0.83% | Add +12.8% | 121,134 | $3.5M |
| American Investment Services, Inc. | 0.61% | Add +0.3% | 120,435 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 119,349 | $3.4M |
| Keb Asset Management, LLC | 1.10% | Add +1.5% | 113,635 | $3.3M |
| Ancora Advisors LLC | 0.08% | Add +111.5% | 113,139 | $3.3M |
| Cravens & Co Advisors, LLC | 2.41% | Add +9.6% | 112,981 | $3.3M |
| Tortoise Investment Management, LLC | 0.36% | Add +153.4% | 110,756 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +47.8% | 107,648 | $3.1M |
| Corrigan Financial, Inc. | 0.78% | No change | 101,307 | $3.0M |
| Discipline Wealth Solutions, LLC | 2.27% | Add +11.5% | 99,834 | $2.9M |
| Lam Group, Inc. | 2.28% | Add +0.7% | 93,933 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 90,164 | $2.6M |
| True Wealth Design, LLC | 0.64% | Reduce -25.4% | 89,583 | $2.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.4% | 88,934 | $2.6M |
| Aviance Capital Partners, LLC | 0.35% | Reduce -1.8% | 85,485 | $2.5M |
| Vestia Personal Wealth Advisors | 2.60% | — | 84,607 | $2.4M |
| Vannoy Advisory Group, Inc. | 1.85% | Reduce -0.3% | 82,997 | $2.4M |
| Financial Symmetry Inc | 1.85% | Add +17.7% | 82,604 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +90.8% | 82,396 | $2.4M |
| Lantz Financial LLC | 0.73% | Add +3.3% | 82,051 | $2.4M |
| SC&H Financial Advisors, Inc. | 0.57% | Add +0.2% | 81,466 | $2.3M |
| V2 Financial group LLC | 1.54% | New | 73,461 | $2.3M |
| W.H. Cornerstone Investments Inc. | 1.62% | Add +16.4% | 79,452 | $2.3M |
| LJI Wealth Management, LLC | 0.50% | Add +17.5% | 78,367 | $2.3M |
| Fermata Advisors, LLC | 0.52% | Add +41.5% | 78,078 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +30.4% | 77,457 | $2.2M |
| Bluespring Wealth Management, LLC | 0.24% | Reduce -1.9% | 76,977 | $2.2M |
| Melfa Wealth Management, Inc. | 1.52% | Add +8.7% | 75,738 | $2.2M |
| Hemington Wealth Management | 0.73% | Add +71.9% | 74,983 | $2.2M |
| Evensky & Katz LLC | 0.15% | Add +0.1% | 74,513 | $2.1M |
| REDW Wealth LLC | 0.55% | Add +243.1% | 73,385 | $2.1M |
| Gradient Capital Advisors, LLC | 0.73% | Add +13.7% | 70,953 | $2.0M |
| Pettinga Financial Advisors LLC | 0.51% | Add +31.3% | 70,345 | $2.0M |
| Quantum Financial Advisors, LLC | 0.34% | Add +5.1% | 68,095 | $2.0M |
| Renaissance Technologies | 0.00% | Add +68.9% | 67,900 | $2.0M |
| Legacy Financial Group, Inc. | 0.74% | Add +10.5% | 67,877 | $2.0M |
| Firethorn Wealth Partners, LLC | 1.08% | Add +14.3% | 66,638 | $1.9M |
| Advisory Alpha, LLC | 0.07% | Reduce -56.5% | 63,053 | $1.8M |
| Two West Capital Advisors LLC | 1.71% | — | 62,197 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Add +68.4% | 61,054 | $1.8M |
| Quent Capital, LLC | 0.19% | Add +77.8% | 60,868 | $1.8M |
| Dopkins Wealth Management, LLC | 1.05% | Add +3.0% | 60,165 | $1.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.26% | Reduce -0.1% | 60,096 | $1.7M |
| Altiora Financial Group, LLC | 0.41% | Add +264.8% | 59,276 | $1.7M |
| Betterment LLC | 0.00% | Add +14.8% | 58,582 | $1.7M |
| Farther Finance Advisors, LLC | 0.08% | Add +3.5% | 58,504 | $1.7M |
| Blue Trust, Inc. | 0.02% | No change | 55,198 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +44.1% | 57,077 | $1.6M |
| Rehmann Capital Advisory Group | 0.12% | Add +13.7% | 56,573 | $1.6M |
| SageView Advisory Group, LLC | 0.10% | Reduce -0.3% | 56,471 | $1.6M |
| Mattern Wealth Management LLC | 0.39% | Add +91.4% | 55,678 | $1.6M |
| Level Financial Advisors | 0.68% | Add +51.9% | 54,705 | $1.6M |
| Roberts Glore & Co. Inc. | 0.47% | Add +6.5% | 54,508 | $1.6M |
| Collective Family Office LLC | 0.46% | Add +7.2% | 53,905 | $1.6M |
| Gemmer Asset Management LLC | 0.17% | Add +346.6% | 53,750 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.20% | Add +0.0% | 47,245 | $1.4M |
| Burton Enright Welch | 0.31% | Add +36.4% | 46,528 | $1.3M |
| FineMark National Bank & Trust | 0.05% | Add +3.4% | 46,178 | $1.3M |
| Investmark Advisory Group LLC | 0.71% | Reduce -1.5% | 46,003 | $1.3M |
| Liberty Capital Management, Inc. | 0.31% | No change | 45,612 | $1.3M |
| Sandy Spring Bank | 0.06% | Add +57.2% | 45,085 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.69% | Reduce -2.5% | 44,926 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -69.5% | 44,010 | $1.3M |
| Cambridge Financial Group, LLC | 0.57% | Add +60.7% | 43,538 | $1.3M |
| Corus Family Wealth Advisors | 1.05% | No change | 40,805 | $1.2M |
| Northwest Wealth Management, LLC | 0.31% | Add +35.3% | 42,049 | $1.2M |
| Global Trust Asset Management, LLC | 0.49% | Reduce -0.8% | 42,032 | $1.2M |
| OneAscent Financial Services LLC | 0.16% | New | 39,672 | $1.1M |
| HFG Advisors, Inc. | 1.05% | Add +5.2% | 38,975 | $1.1M |
| Meritas Wealth Management, LLC | 0.75% | Add +0.3% | 37,117 | $1.1M |
| MAI Capital Management | 0.01% | Add +29.4% | 35,014 | $1.0M |
| Heirloom Wealth Management | 0.31% | Reduce -6.4% | 33,047 | $951K |
| Mutual Advisors, LLC | 0.03% | Add +19.3% | 29,979 | $940K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.39% | Add +100.4% | 32,650 | $940K |
| Lazari Capital Management, Inc. | 0.42% | New | 32,088 | $924K |
| Hutchens & Kramer Investment Management Group, LLC | 0.50% | Reduce -7.8% | 31,557 | $899K |
| Fortis Capital Management LLC | 0.19% | Add +0.4% | 31,080 | $894K |
| Capital Planning LLC | 0.27% | Add +2.9% | 31,057 | $894K |
| Quarry Hill Advisors, LLC | 0.58% | Reduce -8.2% | 30,292 | $872K |
| Werba Rubin Papier Wealth Management | 0.24% | Add +16.6% | 30,282 | $872K |
| Karpas Strategies, LLC | 0.27% | New | 29,415 | $847K |
| Kathleen S. Wright Associates Inc. | 0.38% | Add +9.5% | 28,572 | $831K |
| Mustard Seed Financial, LLC | 0.79% | Add +32.3% | 28,789 | $829K |
| Aire Advisors, LLC | 0.19% | Reduce -3.7% | 28,321 | $815K |
| Edge Financial Advisors LLC | 0.84% | Add +87.5% | 28,120 | $809K |
| Quadcap Wealth Management, LLC | 0.14% | New | 27,275 | $785K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +91.7% | 25,577 | $736K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +91.7% | 25,577 | $736K |
| FMB Wealth Management | 0.56% | Add +0.7% | 25,522 | $735K |
| Disciplined Investments, LLC | 0.39% | No change | 25,407 | $731K |
| MML Investors Services, LLC | 0.00% | New | 25,392 | $731K |
| Glass Jacobson Investment Advisors llc | 0.26% | Add +12.8% | 25,064 | $721K |
| Physician Wealth Advisors, Inc. | 0.13% | Reduce -4.6% | 22,039 | $688K |
| Sprinkle Financial Consultants LLC | 0.52% | Add +2.6% | 22,764 | $655K |
| Mendota Financial Group, LLC | 0.35% | Reduce -5.0% | 22,727 | $654K |
| Citadel Advisors | 0.00% | Reduce -50.1% | 22,640 | $652K |
| Revolve Wealth Partners, LLC | 0.11% | No change | 22,360 | $644K |
| Flow Traders U.S. LLC | 0.03% | Add +42.0% | 21,867 | $629K |
| Apollon Wealth Management, LLC | 0.02% | No change | 20,100 | $578K |
| CSS LLC | 0.13% | Add +66.7% | 20,000 | $576K |
| CarsonAllaria Wealth Management, Ltd. | 0.35% | Add +0.5% | 19,682 | $566K |
| Rockwood Wealth Management, LLC | 0.07% | Reduce -3.1% | 19,429 | $559K |
| Ausdal Financial Partners, Inc. | 0.06% | No change | 19,359 | $557K |
| Pine Harbor Wealth Management, LLC | 0.33% | Add +18.9% | 19,242 | $554K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | Add +0.3% | 19,335 | $551K |
| Joel Isaacson & Co., LLC | 0.03% | Add +11.4% | 18,658 | $537K |
| Team Hewins, LLC | 0.22% | Reduce -28.3% | 18,438 | $531K |
| Simplicity Wealth,LLC | 0.01% | Add +0.1% | 18,254 | $525K |
| C M Bidwell & Associates Ltd. | 0.35% | Add +30.4% | 17,985 | $518K |
| Brown Advisory Inc. | 0.00% | No change | 17,833 | $513K |
| Compass Ion Advisors, LLC | 0.07% | No change | 17,050 | $513K |
| MB Generational Wealth, LLC | 0.38% | Add +62.1% | 17,155 | $494K |
| Cypress Point Wealth Management, LLC | 0.23% | Add +12.5% | 17,053 | $491K |
| WMS Partners, LLC | 0.03% | Reduce -0.2% | 16,845 | $485K |
| Great Oak Capital Partners, LLC | 0.18% | Add +4.6% | 16,678 | $485K |
| Willow Creek Wealth Management Inc. | 0.05% | No change | 16,334 | $470K |
| Shearwater Capital LLC | 0.34% | Reduce -0.2% | 16,225 | $467K |
| Kraft Asset Management, LLC | 0.39% | Reduce -35.2% | 16,132 | $464K |
| CPA Asset Management Group, LLC | 0.25% | New | 15,911 | $458K |
| Earned Wealth Advisors, LLC | 0.17% | Add +16.1% | 15,910 | $458K |
| Atria Investments, Inc | 0.01% | New | 15,866 | $457K |
| Mullaney, Keating & Wright, Inc. | 0.35% | — | 15,812 | $455K |
| Jones Financial Companies LLLP | 0.00% | Add +38.8% | 15,749 | $453K |
| Hanover Advisors Inc. | 0.20% | Reduce -16.6% | 15,706 | $452K |
| Essential Planning, LLC. | 0.20% | Add +22.4% | 15,500 | $446K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.8% | 15,230 | $438K |
| Janney Montgomery Scott LLC | 0.00% | Add +23.5% | 14,655 | $422K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -5.0% | 14,561 | $419K |
| Morgan Stanley | 0.00% | Reduce -47.2% | 14,402 | $415K |
| Builder Investment Group Inc. | 0.11% | Add +7.4% | 14,371 | $414K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 14,244 | $410K |
| Ruedi Wealth Management, Inc. | 0.16% | Reduce -6.7% | 14,061 | $405K |
| 25 LLC | 0.19% | Add +15.0% | 13,707 | $394K |
| GEM Asset Management, LLC | 0.25% | Add +0.4% | 13,690 | $394K |
| Lauterbach Financial Advisors, LLC | 0.25% | Add +31.4% | 12,871 | $380K |
| Advisory Services Network, LLC | 0.01% | Add +31.9% | 12,901 | $371K |
| GeoWealth Management, LLC | 0.02% | Add +159.8% | 12,678 | $365K |
| Redmont Wealth Advisors LLC | 0.55% | New | 12,148 | $350K |
| Signature Resources Capital Management, LLC | 0.29% | Add +18.0% | 11,988 | $345K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +18.7% | 11,635 | $335K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -8.1% | 11,045 | $318K |
| Financial Planning & Information Services, Inc. | 0.05% | No change | 10,820 | $311K |
| Spire Wealth Management | 0.01% | Add +26.8% | 10,613 | $305K |
| Squire Investment Management Company, LLC | 0.17% | Add +16.6% | 10,578 | $304K |
| Ariadne Wealth Management, LP | 0.23% | — | 10,334 | $297K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.5% | 10,273 | $296K |
| Fifth Third Bancorp | 0.00% | New | 10,197 | $293K |
| Tillman Hartley LLC | 0.10% | Add +9.4% | 10,139 | $292K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 10,065 | $290K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -9.6% | 9,863 | $284K |
| Cwm, LLC | 0.00% | Add +68.5% | 9,672 | $278K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 9,500 | $273K |
| Independent Financial Group, LLC | 0.01% | Add +0.8% | 9,104 | $262K |
| LifePro Asset Management | 0.18% | Reduce -11.9% | 8,723 | $251K |
| Narus Financial Partners, LLC | 0.10% | Add +1.8% | 8,713 | $251K |
| Trexquant Investment LP | 0.00% | New | 8,652 | $249K |
| Abacus Planning Group, Inc. | 0.05% | No change | 8,470 | $244K |
| Keebeck Wealth Management | 0.04% | Reduce -23.4% | 8,426 | $243K |
| Arkadios Wealth Advisors | 0.02% | New | 8,325 | $240K |
| RAM Investment Partners, LLC | 0.07% | Add +13.2% | 8,190 | $236K |
| Founders Financial Securities LLC | 0.02% | New | 8,061 | $232K |
| Elevate Wealth Advisory, Inc. | 0.19% | Add +0.5% | 7,952 | $229K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | Add +0.4% | 7,793 | $224K |
| Aspire Private Capital, LLC | 0.06% | Add +8.1% | 7,787 | $224K |
| Heritage Wealth Management, Inc./Texas | 0.14% | Reduce -48.4% | 7,556 | $217K |
| Aspire Wealth Management Corp | 0.12% | Add +0.6% | 7,364 | $212K |
| Sutton Place Investors LLC | 0.14% | Reduce -0.1% | 7,216 | $208K |
| Apella Capital, LLC | 0.01% | New | 7,348 | $208K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -0.6% | 7,032 | $202K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 7,028 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,789 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,618 | $162K |
| WealthShield Partners, LLC | 0.02% | Add +0.4% | 4,046 | $116K |
| Private Trust Co. NA | 0.01% | Add +44.9% | 3,226 | $93K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.2% | 90,574 | $91K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.10% | Reduce -36.4% | 2,318 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $65K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,034 | $59K |
| US Bancorp \de | 0.00% | No change | 1,884 | $54K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -2.6% | 1,734 | $50K |
| Comerica Bank | 0.00% | Add +32.2% | 1,384 | $40K |
| Asset Dedication, LLC | 0.00% | Reduce -0.5% | 1,013 | $29K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 987 | $28K |
| Criterion Capital Advisors, LLC | 0.02% | New | 912 | $26K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 905 | $26K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -39.9% | 900 | $26K |
| Providence Capital Advisors, LLC | 0.01% | No change | 895 | $26K |
| Global Retirement Partners, LLC | 0.00% | Add +2.8% | 873 | $25K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +73.0% | 597 | $17K |
| DecisionPoint Financial, LLC | 0.00% | No change | 410 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 436 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 368 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 368 | $11K |
| EnRich Financial Partners LLC | 0.00% | No change | 272 | $8K |
| Bell Investment Advisors, Inc | 0.00% | New | 235 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 198 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 155 | $4K |
| Concord Wealth Partners | 0.00% | Add +0.7% | 149 | $4K |
| Painted Porch Advisors LLC | 0.00% | New | 140 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 100 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 97 | $3K |
| Avondale Wealth Management | 0.00% | Add +62.1% | 94 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 60 | $2K |
| Global Financial Private Client, LLC | 0.00% | New | 55 | $2K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -97.0% | 604 | $753 |
| Quadrant Capital Group LLC | 0.00% | No change | 3 | $87 |
| FMR LLC | 0.00% | No change | 1 | $29 |
"% 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.