Dimensional US Small Cap ValDFSVETF
13F holders, Q4 2024 (December 31)401holders +73
33new positions
11sold out
2famous investors
$30.80avg. 13F price*
At the end of Q4 2024, 401 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 73 from Q3 2024. 33 opened new positions and 11 sold out. The largest holders were Savant Capital, LLC ($247.9M), Alaska Permanent Fund Corp ($234.6M) and JMG Financial Group, Ltd. ($167.4M). 2 famous investors held it, including 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $21.1M |
| Exits | 11 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 10,655,683 shares bought and 1,861,178 shares sold, net +8,794,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| Savant Capital, LLC | 1.95% | Add +22.6% | 8,053,126 | $247.9M |
| Alaska Permanent Fund Corp | 3.48% | Reduce -7.1% | 7,620,911 | $234.6M |
| JMG Financial Group, Ltd. | 5.71% | Add +4.5% | 5,438,365 | $167.4M |
| Mather Group, Llc. | 1.67% | Add +40.6% | 4,174,854 | $128.5M |
| Corient Private Wealth LP | 0.20% | Add +15.9% | 3,975,533 | $122.3M |
| Pathstone Holdings, LLC | 0.42% | Add +15.2% | 3,104,289 | $95.6M |
| Modera Wealth Management, LLC | 1.07% | Add +12.4% | 2,883,089 | $88.7M |
| EP Wealth Advisors, LLC | 0.54% | Reduce -8.1% | 2,151,513 | $66.2M |
| Ritholtz Wealth Management | 1.91% | Add +3.9% | 2,109,077 | $64.9M |
| Focus Partners Wealth | 0.16% | Add +11.8% | 1,999,597 | $61.5M |
| Index Fund Advisors, Inc. | 3.15% | Add +4.5% | 1,891,766 | $58.2M |
| Avantax Advisory Services, Inc. | 0.35% | Add +20.4% | 1,821,899 | $56.1M |
| Arista Wealth Management, LLC | 12.62% | Add +3.4% | 1,710,771 | $52.7M |
| Bank of America Corp. | 0.00% | Add +16.2% | 1,569,990 | $48.3M |
| Root Financial Partners, LLC | 5.63% | Add +30.1% | 1,474,428 | $45.4M |
| DiNuzzo Private Wealth, Inc. | 4.78% | Reduce -1.3% | 1,227,179 | $37.8M |
| LPL Financial LLC | 0.02% | Add +18.2% | 1,224,192 | $37.7M |
| Cable Hill Partners, LLC | 3.79% | Add +1.3% | 1,222,911 | $37.6M |
| Raymond James Financial Inc. | 0.01% | — | 1,203,680 | $37.0M |
| Exencial Wealth Advisors, LLC | 1.22% | Add +10.1% | 1,077,665 | $33.2M |
| Vestmark Advisory Solutions, Inc. | 1.10% | Add +7.5% | 1,037,172 | $31.9M |
| Essential Planning, LLC. | 0.21% | Add +6397.9% | 1,006,520 | $31.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.4% | 1,031,381 | $31.7M |
| NewEdge Advisors, LLC | 0.19% | Add +4.9% | 1,013,030 | $31.2M |
| Jackson Thornton Wealth Management, LLC | 3.46% | Add +7.3% | 888,800 | $27.4M |
| Evanson Asset Management, LLC | 1.87% | Add +9.9% | 886,385 | $27.3M |
| Mosaic Family Wealth Partners, LLC | 3.84% | Add +4.8% | 864,830 | $26.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.9% | 854,227 | $26.3M |
| Stordahl Capital Management, Inc. | 6.11% | Add +0.7% | 839,191 | $25.8M |
| Cerity Partners LLC | 0.05% | Add +19.1% | 789,402 | $24.3M |
| Equita Financial Network, Inc. | 8.74% | Add +3.9% | 785,184 | $24.2M |
| Seaside Wealth Management, Inc. | 8.63% | Add +6.3% | 766,066 | $23.6M |
| Jentner Corp | 6.67% | Add +12.5% | 744,182 | $22.9M |
| Safeguard Investment Advisory Group, LLC | 6.26% | Add +2.8% | 740,889 | $22.8M |
| Alpha Financial Advisors, LLC | 10.28% | Add +0.3% | 737,661 | $22.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +29.0% | 727,961 | $22.4M |
| Focus Partners Advisor Solutions, LLC | 0.37% | Add +19.9% | 719,160 | $22.1M |
| United Wealth Management, LLC | 7.34% | — | 707,797 | $21.8M |
| Bank of Montreal | 0.01% | Add +6.0% | 694,921 | $21.4M |
| Leading Edge Financial Planning LLC | 6.86% | Add +4.6% | 679,194 | $20.9M |
| Zhang Financial LLC | 1.17% | Add +12.7% | 663,624 | $20.4M |
| Hassell Wealth Management, LLC | 8.19% | Reduce -2.8% | 638,624 | $20.3M |
| Truepoint, Inc. | 0.52% | Reduce -3.7% | 633,817 | $19.5M |
| Retirement Solution LLC | 5.05% | Reduce -0.9% | 626,431 | $19.3M |
| Northern Trust Corp. | 0.00% | Add +25.4% | 617,498 | $19.0M |
| Osaic Holdings, Inc. | 0.04% | Add +5.5% | 612,286 | $18.9M |
| Integris Wealth Management, LLC | 4.68% | Add +3.2% | 539,489 | $16.6M |
| von Borstel & Associates, Inc. | 6.22% | Add +46.3% | 516,191 | $15.9M |
| Creative Planning | 0.02% | Add +5.1% | 511,923 | $15.8M |
| Chicago Partners Investment Group LLC | 0.52% | Add +3.0% | 506,442 | $15.5M |
| Waterway Wealth Management, LLC | 6.47% | Add +4.0% | 477,669 | $14.7M |
| Geneos Wealth Management Inc. | 0.51% | Reduce -0.1% | 470,177 | $14.5M |
| Physician Wealth Solutions Inc. | 6.97% | Reduce -0.7% | 452,198 | $13.9M |
| Rather & Kittrell, Inc. | 3.23% | Add +6.0% | 446,722 | $13.8M |
| Krilogy Financial LLC | 0.88% | Add +7.0% | 430,743 | $13.3M |
| Grunden Financial Advisory, Inc. | 6.18% | Add +4.4% | 415,776 | $12.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.8% | 415,087 | $12.8M |
| Private Wealth Management Group, LLC | 4.85% | Reduce -15.2% | 411,520 | $12.7M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -0.7% | 386,071 | $11.9M |
| Wealth Dimensions Group, Ltd. | 2.90% | Add +9.3% | 384,625 | $11.8M |
| Royal Bank of Canada | 0.00% | Add +10.5% | 383,437 | $11.8M |
| Well Done, LLC | 2.15% | No change | 382,053 | $11.8M |
| Total Wealth Planning, LLC | 1.83% | Add +7.4% | 381,418 | $11.7M |
| Perigon Wealth Management, LLC | 0.29% | Add +17.4% | 370,907 | $11.7M |
| Diversified Portfolios, Inc. | 1.27% | Add +7.0% | 378,898 | $11.7M |
| Oceanside Advisors LLC | 8.30% | Add +0.9% | 362,327 | $11.1M |
| Wealth Advisors Northwest LLC | 7.46% | — | 356,030 | $11.0M |
| Peapack Gladstone Financial Corp. | 0.15% | Add +13.2% | 345,821 | $10.6M |
| Clarity Wealth Development LLC | 11.44% | — | 332,281 | $10.5M |
| Allworth Financial LP | 0.06% | Add +37.4% | 328,836 | $10.5M |
| Cardiff Park Advisors, LLC | 0.94% | Add +1.5% | 320,433 | $9.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.88% | Reduce -0.3% | 306,211 | $9.4M |
| Pinnacle Associates Ltd. | 0.13% | Add +1.6% | 306,211 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 300,957 | $9.3M |
| Tobias Financial Advisors, Inc. | 1.83% | Add +6.3% | 295,916 | $9.1M |
| Freedom Investment Management, Inc. | 0.75% | Reduce -6.7% | 293,912 | $9.0M |
| RCS Financial Planning, LLC | 4.81% | Add +4.7% | 293,404 | $9.0M |
| Mariner, LLC | 0.01% | Add +4.5% | 279,462 | $8.6M |
| AdvisorNet Financial, Inc | 0.72% | Add +4.2% | 278,536 | $8.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +43.2% | 277,530 | $8.5M |
| Cahill Wealth Management, LLC | 4.23% | Add +4.1% | 269,456 | $8.3M |
| Financial Architects, LLC | 5.29% | Reduce -4.2% | 268,325 | $8.3M |
| Strategic Investment Solutions, Inc. | 2.72% | Add +18.1% | 272,002 | $8.1M |
| Abel Hall, LLC | 5.16% | Reduce -0.1% | 263,108 | $8.1M |
| Avant Financial Advisors LLC | 7.32% | — | 258,759 | $8.0M |
| Ballentine Capital Advisors, Inc | 4.07% | Reduce -0.3% | 255,125 | $7.9M |
| BOS Asset Management, LLC | 2.77% | Add +1.2% | 249,848 | $7.7M |
| Yeomans Consulting Group, Inc. | 2.85% | Add +18.9% | 246,954 | $7.6M |
| Vance Wealth, LLC | 2.92% | Reduce -1.3% | 245,754 | $7.6M |
| Hill Investment Group Partners, LLC | 1.00% | Reduce -5.8% | 241,913 | $7.4M |
| BetterWealth, LLC | 1.98% | Reduce -62.8% | 233,708 | $7.2M |
| Timonier Family Office, LTD. | 3.58% | — | 226,585 | $7.0M |
| Lantz Financial LLC | 1.75% | Add +105.9% | 212,791 | $6.5M |
| Sterling Financial Planning, Inc. | 2.32% | Add +4.9% | 204,677 | $6.3M |
| Navigoe, LLC | 5.98% | — | 199,129 | $6.1M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +3.2% | 194,017 | $6.0M |
| PBMares Wealth Management LLC | 1.21% | Add +4.0% | 193,100 | $5.9M |
| McIlrath & Eck, LLC | 0.76% | Add +7.1% | 192,731 | $5.9M |
| Flputnam Investment Management Co. | 0.11% | Reduce -4.0% | 189,795 | $5.8M |
| Aveo Capital Partners, LLC | 0.63% | Reduce -6.1% | 186,819 | $5.8M |
"% 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.