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 |
| Greenline Partners, LLC | 0.78% | New | 181,365 | $5.6M |
| Eq Wealth Advisors, LLC | 5.28% | — | 178,369 | $5.5M |
| Phillips Financial Management, LLC | 0.41% | Reduce -3.2% | 169,460 | $5.2M |
| Foundation Wealth Management, LLC\PA | 2.53% | — | 169,451 | $5.2M |
| Tortoise Investment Management, LLC | 0.55% | Add +4.1% | 168,822 | $5.2M |
| Signet Financial Management, LLC | 0.65% | Reduce -5.1% | 165,149 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +82.8% | 162,405 | $5.0M |
| Trust Co of the South | 0.99% | Add +15.3% | 157,769 | $4.9M |
| Hippocratic Financial Advisors, LLC | 3.29% | — | 153,827 | $4.7M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -1.0% | 150,354 | $4.6M |
| Efficient Frontier Advisors LLC | 3.03% | No change | 148,899 | $4.6M |
| Hemington Wealth Management | 1.15% | Add +5.0% | 148,320 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.2% | 143,532 | $4.4M |
| Sachem Hill LLC | 0.92% | Add +1.2% | 143,289 | $4.4M |
| Ancora Advisors LLC | 0.10% | Add +10.4% | 142,738 | $4.4M |
| Discipline Wealth Solutions, LLC | 1.95% | Add +14.4% | 136,582 | $4.2M |
| Corrigan Financial, Inc. | 0.91% | Add +8.8% | 129,432 | $4.0M |
| Vantage Point Financial LLC | 2.14% | — | 128,972 | $4.0M |
| Fermata Advisors, LLC | 0.73% | Add +32.6% | 127,626 | $3.9M |
| Pettinga Financial Advisors LLC | 0.87% | Add +73.5% | 125,367 | $3.9M |
| Pillar Financial Advisors, LLC | 2.89% | — | 122,510 | $3.8M |
| Keb Asset Management, LLC | 1.08% | Add +6.0% | 121,840 | $3.8M |
| Betterment LLC | 0.01% | Add +55.9% | 118,220 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 116,676 | $3.6M |
| Vestia Personal Wealth Advisors | 2.91% | Add +17.4% | 114,814 | $3.5M |
| Tru Independence Asset Management 2, LLC | 2.94% | Reduce -27.2% | 114,802 | $3.5M |
| Gradient Capital Advisors, LLC | 1.14% | Add +22.9% | 114,691 | $3.5M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -3.9% | 114,438 | $3.5M |
| Disciplined Investors, L.L.C. | 3.37% | — | 114,527 | $3.5M |
| Cravens & Co Advisors, LLC | 2.65% | Add +0.9% | 113,180 | $3.5M |
| American Investment Services, Inc. | 0.61% | Reduce -1.3% | 112,099 | $3.5M |
| Strathmore Capital Advisors, Inc. | 2.50% | — | 111,811 | $3.4M |
| Aviance Capital Partners, LLC | 0.47% | Add +4.3% | 111,151 | $3.4M |
| Burk Holdings LLC | 2.76% | — | 110,794 | $3.4M |
| Quantum Financial Advisors, LLC | 0.52% | Add +37.2% | 110,630 | $3.4M |
| Pinney & Scofield, Inc. | 2.46% | — | 105,731 | $3.3M |
| Melfa Wealth Management, Inc. | 1.99% | Add +24.2% | 96,887 | $3.0M |
| Quent Capital, LLC | 0.31% | Add +37.6% | 96,492 | $3.0M |
| Aurelius Family Office LLC | 1.46% | — | 94,109 | $2.9M |
| Lam Group, Inc. | 2.04% | Add +0.1% | 92,745 | $2.9M |
| Collective Family Office LLC | 0.77% | Add +6.2% | 90,722 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.2% | 89,170 | $2.7M |
| Cwm, LLC | 0.01% | Add +39.9% | 88,696 | $2.7M |
| SC&H Financial Advisors, Inc. | 0.56% | Add +3.2% | 87,581 | $2.7M |
| Advyzon Investment Management, LLC | 1.04% | — | 87,246 | $2.7M |
| Dopkins Wealth Management, LLC | 1.33% | Add +402.0% | 84,572 | $2.6M |
| Blue Trust, Inc. | 0.03% | Add +49.4% | 83,917 | $2.6M |
| Financial Symmetry Inc | 1.73% | Reduce -4.4% | 83,074 | $2.6M |
| Vannoy Advisory Group, Inc. | 1.88% | Reduce -1.2% | 81,944 | $2.5M |
| Level Financial Advisors | 0.92% | Add +14.6% | 81,292 | $2.5M |
| LJI Wealth Management, LLC | 0.48% | Add +6.1% | 79,304 | $2.4M |
| Bluespring Wealth Management, LLC | 0.25% | Add +0.7% | 79,164 | $2.4M |
| Legacy Financial Group, Inc. | 0.76% | Add +4.9% | 77,109 | $2.4M |
| Two West Capital Advisors LLC | 2.03% | Add +12.6% | 76,879 | $2.4M |
| V2 Financial group LLC | 1.39% | Add +1.9% | 74,313 | $2.3M |
| Factor Wealth Management LTD | 0.76% | — | 74,072 | $2.3M |
| Diversified Trust Co. | 0.05% | Reduce -4.3% | 72,521 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Add +24.4% | 72,459 | $2.2M |
| Martin Worley Group | 1.38% | — | 71,966 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +250.6% | 70,138 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.9% | 69,551 | $2.1M |
| Mattern Wealth Management LLC | 0.47% | Add +17.4% | 69,275 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -18.2% | 69,011 | $2.1M |
| Advisory Alpha, LLC | 0.08% | Add +4.8% | 68,855 | $2.1M |
| Oak Wealth Advisors LLC | 1.61% | — | 67,984 | $2.1M |
| Rehmann Capital Advisory Group | 0.13% | Add +4.3% | 67,965 | $2.1M |
| True Wealth Design, LLC | 0.79% | Reduce -16.2% | 66,188 | $2.0M |
| Grant Private Wealth Management Inc | 2.18% | — | 65,513 | $2.0M |
| Cambridge Financial Group, LLC | 0.86% | Add +8.2% | 65,455 | $2.0M |
| Altiora Financial Group, LLC | 0.43% | Add +0.5% | 63,790 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 63,600 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.96% | Reduce -3.0% | 62,562 | $1.9M |
| Northwest Wealth Management, LLC | 0.40% | Add +5.8% | 61,562 | $1.9M |
| Burton Enright Welch | 0.39% | Add +16.4% | 60,799 | $1.9M |
| Roberts Glore & Co. Inc. | 0.55% | Add +9.2% | 60,606 | $1.9M |
| XY Planning Network, Inc. | 1.38% | — | 59,726 | $1.8M |
| Daner Wealth Management, LLC | 1.35% | — | 57,249 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +48.4% | 59,652 | $1.8M |
| W.H. Cornerstone Investments Inc. | 1.22% | Reduce -6.5% | 59,325 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | Reduce -2.3% | 58,275 | $1.8M |
| SageView Advisory Group, LLC | 0.08% | Reduce -0.9% | 57,429 | $1.8M |
| Evensky & Katz LLC | 0.11% | Reduce -23.6% | 57,034 | $1.8M |
| Grove Street Fiduciary, LLC | 0.91% | — | 56,022 | $1.7M |
| Monograph Wealth Advisors, LLC | 0.23% | Add +0.0% | 55,919 | $1.7M |
| Aegis Wealth Management LLC | 1.16% | — | 55,854 | $1.7M |
| Sandy Spring Bank | 0.07% | Add +10.6% | 55,509 | $1.7M |
| Gemmer Asset Management LLC | 0.16% | Add +0.1% | 51,597 | $1.6M |
| FineMark National Bank & Trust | 0.06% | Reduce -0.1% | 51,374 | $1.6M |
| Alpha Advisors, LLC | 1.58% | — | 49,803 | $1.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.58% | Add +27.8% | 49,630 | $1.5M |
| Forum Financial Management, LP | 0.03% | New | 49,290 | $1.5M |
| Investmark Advisory Group LLC | 0.74% | Add +6.1% | 49,165 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.62% | Add +627.5% | 48,582 | $1.5M |
| Client 1ST Advisory Group, LLC | 0.56% | New | 47,466 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -25.4% | 47,084 | $1.4M |
| Corus Family Wealth Advisors | 0.95% | Add +1.5% | 45,793 | $1.4M |
| Liberty Capital Management, Inc. | 0.31% | No change | 45,673 | $1.4M |
| Porter White Investment Advisors, Inc. | 0.67% | Reduce -3.9% | 43,061 | $1.3M |
| HMV Wealth Advisors, LLC | 1.33% | — | 43,020 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 42,758 | $1.3M |
| MAI Capital Management | 0.01% | Add +2.8% | 42,296 | $1.3M |
| Parkworth Wealth Management, Inc. | 1.05% | — | 41,102 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +14.4% | 40,049 | $1.3M |
| Meritas Wealth Management, LLC | 0.73% | Add +5.8% | 39,299 | $1.2M |
| HFG Advisors, Inc. | 1.04% | Reduce -1.9% | 38,744 | $1.2M |
| Global Trust Asset Management, LLC | 0.45% | Reduce -6.0% | 38,647 | $1.2M |
| Mustard Seed Financial, LLC | 0.95% | Add +11.8% | 38,042 | $1.2M |
| Quadcap Wealth Management, LLC | 0.17% | Add +8.4% | 37,288 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.44% | — | 36,472 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +60.2% | 36,421 | $1.1M |
| Curio Wealth, LLC | 0.59% | — | 35,435 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -31.3% | 34,790 | $1.1M |
| McMill Wealth Management | 0.43% | — | 34,333 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +0.8% | 34,170 | $1.1M |
| Renaissance Technologies | 0.00% | New | 33,900 | $1.0M |
| Citigroup Inc. | 0.00% | Add +173.5% | 33,831 | $1.0M |
| Pacific Asset Management, LLC | 0.97% | — | 33,407 | $1.0M |
| GEM Asset Management, LLC | 0.57% | Reduce -14.0% | 33,376 | $1.0M |
| Capital Planning LLC | 0.27% | Reduce -0.4% | 33,076 | $1.0M |
| Scratch Capital LLC | 1.24% | — | 32,947 | $1.0M |
| Kathleen S. Wright Associates Inc. | 0.42% | Add +3.9% | 32,314 | $999K |
| Heirloom Wealth Management | 0.30% | Reduce -3.3% | 32,346 | $996K |
| Austin Private Wealth, LLC | 0.09% | New | 32,191 | $991K |
| Kendall Capital Management | 0.29% | New | 32,000 | $985K |
| MML Investors Services, LLC | 0.00% | Add +15.0% | 31,969 | $984K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.1% | 31,838 | $980K |
| Edge Financial Advisors LLC | 0.87% | Reduce -1.2% | 31,812 | $979K |
| Park Avenue Securities LLC | 0.01% | Add +262.1% | 31,354 | $965K |
| Fortis Capital Management LLC | 0.18% | Add +0.4% | 31,316 | $964K |
| CSS LLC | 0.18% | No change | 31,000 | $954K |
| Glass Jacobson Investment Advisors llc | 0.31% | Add +7.2% | 30,232 | $931K |
| REDW Wealth LLC | 0.32% | Reduce -50.6% | 30,093 | $926K |
| Aire Advisors, LLC | 0.19% | Add +0.2% | 29,901 | $920K |
| Medallion Wealth Advisors, LLC | 0.45% | — | 29,709 | $914K |
| TCFG Wealth Management, LLC | 0.46% | Add +1.8% | 29,382 | $904K |
| Quarry Hill Advisors, LLC | 0.61% | Reduce -6.0% | 29,256 | $901K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -17.0% | 29,171 | $898K |
| CLG LLC | 0.32% | — | 28,743 | $885K |
| Sprinkle Financial Consultants LLC | 0.58% | Add +15.2% | 27,496 | $846K |
| FMB Wealth Management | 0.47% | Add +7.1% | 27,339 | $842K |
| Hutchens & Kramer Investment Management Group, LLC | 0.44% | Reduce -11.5% | 26,526 | $816K |
| Physician Wealth Advisors, Inc. | 0.13% | Add +14.5% | 25,643 | $789K |
| Disciplined Investments, LLC | 0.39% | No change | 25,407 | $782K |
| Earned Wealth Advisors, LLC | 0.25% | Add +0.4% | 25,306 | $779K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.3% | 24,364 | $750K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +13.3% | 24,364 | $750K |
| Squire Investment Management Company, LLC | 0.31% | Add +0.1% | 23,125 | $712K |
| Great Oak Capital Partners, LLC | 0.24% | Add +30.1% | 23,251 | $710K |
| C M Bidwell & Associates Ltd. | 0.43% | Add +5.9% | 23,021 | $709K |
| Werba Rubin Papier Wealth Management | 0.16% | Reduce -0.6% | 22,501 | $693K |
| Revolve Wealth Partners, LLC | 0.10% | No change | 22,360 | $688K |
| Rockwood Wealth Management, LLC | 0.07% | No change | 22,250 | $682K |
| Pine Harbor Wealth Management, LLC | 0.27% | No change | 21,933 | $675K |
| Lazari Capital Management, Inc. | 0.27% | Reduce -28.8% | 21,894 | $674K |
| McClarren Financial Advisors, Inc. | 1.86% | Add +39.6% | 21,475 | $661K |
| Quadrature Capital Ltd | 0.01% | New | 21,036 | $648K |
| Cypress Point Wealth Management, LLC | 0.20% | Add +4.6% | 20,878 | $643K |
| Riggs Capital Management LLC | 0.62% | — | 20,672 | $636K |
| Avantax Planning Partners, Inc. | 0.02% | New | 20,473 | $630K |
| Kraft Asset Management, LLC | 0.48% | Add +25.1% | 19,718 | $623K |
| CarsonAllaria Wealth Management, Ltd. | 0.35% | Add +2.5% | 20,131 | $620K |
| Apollon Wealth Management, LLC | 0.01% | No change | 20,100 | $619K |
| CPA Asset Management Group, LLC | 0.29% | Add +7.4% | 19,972 | $615K |
| Mullaney, Keating & Wright, Inc. | 0.41% | Add +0.3% | 19,939 | $614K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +11.8% | 19,589 | $603K |
| Riverchase Wealth Management, LLC | 0.45% | — | 19,526 | $601K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +0.3% | 19,430 | $598K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -0.3% | 19,193 | $591K |
| Simplicity Wealth,LLC | 0.12% | Reduce -11.1% | 19,050 | $586K |
| Wealthspire Advisors, LLC | 0.01% | New | 19,047 | $586K |
| Blueprint Investment Partners LLC | 0.09% | New | 18,874 | $581K |
| Redmont Wealth Advisors LLC | 1.00% | Reduce -1.5% | 18,827 | $579K |
| Lauterbach Financial Advisors, LLC | 0.34% | Add +9.8% | 18,255 | $562K |
| GEN Financial Management, INC. | 0.35% | — | 17,768 | $547K |
| UBS Group AG | 0.00% | New | 17,320 | $533K |
| Advisory Services Network, LLC | 0.01% | Add +32.4% | 17,081 | $526K |
| Compass Ion Advisors, LLC | 0.06% | No change | 17,050 | $525K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.4% | 16,927 | $521K |
| Builder Investment Group Inc. | 0.14% | Add +4.6% | 16,899 | $520K |
| Morgan Stanley | 0.00% | Add +6.4% | 16,827 | $518K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +25.3% | 16,756 | $516K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +12.6% | 16,650 | $512K |
| Brown Advisory Inc. | 0.00% | Reduce -7.1% | 16,561 | $510K |
| Shearwater Capital LLC | 0.34% | Reduce -3.9% | 16,502 | $508K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.8% | 16,445 | $506K |
| WMS Partners, LLC | 0.03% | Reduce -4.0% | 16,172 | $498K |
| Team Hewins, LLC | 0.19% | Reduce -8.9% | 16,136 | $497K |
| MB Generational Wealth, LLC | 0.36% | Reduce -6.8% | 15,942 | $491K |
| Hanover Advisors Inc. | 0.20% | Add +5.9% | 15,508 | $477K |
| Verisail Partners, LLC | 0.22% | — | 15,270 | $470K |
| Astra Wealth Partners LLC | 0.44% | — | 15,095 | $465K |
| Tillman Hartley LLC | 0.13% | Add +71.9% | 14,757 | $454K |
| Willow Creek Wealth Management Inc. | 0.05% | Reduce -2.5% | 14,629 | $450K |
| Cary Street Partners Financial LLC | 0.01% | — | 14,360 | $442K |
| Ruedi Wealth Management, Inc. | 0.14% | Add +0.5% | 14,338 | $441K |
| Prudent Man Investment Management, Inc. | 0.24% | — | 14,277 | $439K |
| Golden Bell Financial Planning LLC | 0.44% | — | 14,087 | $434K |
| Wealthstream Advisors, Inc. | 0.07% | Add +0.4% | 13,187 | $406K |
| Fifth Third Bancorp | 0.00% | No change | 13,045 | $402K |
| 25 LLC | 0.17% | Reduce -0.3% | 12,855 | $396K |
| Founders Financial Securities LLC | 0.04% | Add +21.4% | 12,747 | $392K |
| Oder Investment Management, LLC | 0.32% | New | 12,645 | $389K |
| Cetera Investment Advisers | 0.00% | New | 12,364 | $381K |
| Spire Wealth Management | 0.01% | Add +14.8% | 11,907 | $366K |
| DBK Financial Counsel, LLC | 0.34% | No change | 11,039 | $340K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -7.8% | 10,733 | $330K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -3.9% | 10,626 | $327K |
| Ariadne Wealth Management, LP | 0.15% | No change | 10,334 | $324K |
| Archer Investment Management, LLC | 0.20% | — | 10,339 | $318K |
| Elevate Wealth Advisory, Inc. | 0.23% | Add +18.6% | 9,889 | $304K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.4% | 9,842 | $303K |
| Mission Wealth Management, LP | 0.01% | Reduce -27.9% | 9,808 | $302K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.8% | 9,796 | $302K |
| Independent Financial Group, LLC | 0.01% | Add +4.0% | 9,745 | $300K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.0% | 9,673 | $298K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -2.5% | 9,663 | $297K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 9,500 | $292K |
| Kondo Wealth Advisors, Inc. | 0.15% | — | 9,436 | $290K |
| RAM Investment Partners, LLC | 0.07% | Add +12.8% | 9,351 | $288K |
| Narus Financial Partners, LLC | 0.10% | Reduce -4.4% | 9,306 | $286K |
| Optima Capital LLC | 0.20% | — | 9,303 | $286K |
| Keyvantage Wealth, LLC | 0.20% | — | 9,240 | $284K |
| Rialto Wealth Management, LLC | 0.09% | — | 9,142 | $281K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.8% | 9,009 | $277K |
| Acropolis Investment Management, LLC | 0.02% | Add +44.0% | 8,783 | $270K |
| Millstone Evans Group, LLC | 0.18% | — | 8,732 | $269K |
| Merit Financial Group, LLC | 0.00% | New | 8,540 | $263K |
| Financial Harvest, LLC | 0.22% | — | 8,537 | $263K |
| Abacus Planning Group, Inc. | 0.05% | Add +0.1% | 8,476 | $261K |
| Aspire Private Capital, LLC | 0.06% | Add +3.1% | 8,443 | $260K |
| Arkadios Wealth Advisors | 0.01% | No change | 8,325 | $256K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -93.5% | 8,274 | $255K |
| Bannerman Wealth Management Group, LLC | 0.21% | — | 8,206 | $253K |
| Allegiance Financial Group Advisory Services LLC | 0.08% | Add +1.0% | 7,893 | $243K |
| Safeguard Financial, LLC | 0.05% | New | 7,767 | $239K |
| Highland Financial Advisors, LLC | 0.08% | New | 7,771 | $239K |
| Mills Wealth Advisors LLC | 0.13% | New | 7,671 | $236K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 7,623 | $234K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.3% | 7,083 | $227K |
| Apella Capital, LLC | 0.01% | Add +0.1% | 7,352 | $226K |
| Savvy Advisors, Inc. | 0.03% | New | 7,255 | $223K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 7,212 | $222K |
| Sutton Place Investors LLC | 0.13% | No change | 7,096 | $218K |
| Lionshead Wealth Management, LLC | 0.16% | — | 7,010 | $216K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,872 | $212K |
| L.K. Benson & Company, P.C. | 0.15% | — | 6,830 | $210K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,789 | $209K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 6,747 | $208K |
| Flagstone Financial Management | 0.07% | Add +2.0% | 6,720 | $207K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,707 | $206K |
| Private Trust Co. NA | 0.02% | Add +102.7% | 6,540 | $201K |
| UMB Bank, n.a. | 0.00% | New | 5,771 | $178K |
| Icon Wealth Advisors, LLC | 0.01% | New | 5,559 | $171K |
| Mendota Financial Group, LLC | 0.10% | Reduce -22.5% | 5,162 | $159K |
| Hurley Capital, LLC | 0.13% | — | 5,063 | $156K |
| Morton Brown Family Wealth, LLC | 0.05% | New | 4,551 | $140K |
| WealthShield Partners, LLC | 0.02% | Reduce -3.9% | 3,901 | $120K |
| Wells Fargo & Company | 0.00% | Reduce -9.1% | 3,877 | $119K |
| Signature Resources Capital Management, LLC | 0.08% | Add +3.7% | 2,774 | $85K |
| VSM Wealth Advisory, LLC | 0.03% | — | 2,704 | $83K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $69K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,034 | $63K |
| US Bancorp \de | 0.00% | No change | 1,884 | $58K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 1,734 | $53K |
| Redwood Park Advisors LLC | 0.04% | — | 1,681 | $52K |
| Comerica Bank | 0.00% | Add +0.6% | 1,659 | $51K |
| Studio Investment Management LLC | 0.01% | New | 1,279 | $39K |
| Asset Dedication, LLC | 0.00% | No change | 1,013 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +696.1% | 1,011 | $31K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 987 | $30K |
| Clearstead Advisors, LLC | 0.00% | New | 950 | $29K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 912 | $28K |
| SJS Investment Consulting Inc. | 0.00% | No change | 900 | $28K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 912 | $26K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.0% | 823 | $25K |
| AE Wealth Management LLC | 0.00% | New | 788 | $24K |
| Coston, McIsaac & Partners | 0.01% | New | 719 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $21K |
| IFP Advisors, Inc | 0.00% | Add +98.2% | 555 | $17K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 528 | $16K |
| NBT Bank, N.A. | 0.00% | No change | 516 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 436 | $13K |
| DecisionPoint Financial, LLC | 0.00% | No change | 410 | $13K |
| TruNorth Capital Management, LLC | 0.00% | No change | 372 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 368 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -87.3% | 368 | $11K |
| Empowered Funds, LLC | 0.00% | New | 352 | $11K |
| Harbour Investments, Inc. | 0.00% | New | 307 | $9K |
| EnRich Financial Partners LLC | 0.00% | No change | 272 | $8K |
| Operose Advisors LLC | 0.00% | New | 253 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 198 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 155 | $5K |
| Concord Wealth Partners | 0.00% | No change | 150 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $4K |
| Avondale Wealth Management | 0.00% | No change | 126 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 100 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 97 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +26.7% | 95 | $3K |
| FMR LLC | 0.00% | Add +100.0% | 4 | $123 |
| Quadrant Capital Group LLC | 0.00% | No change | 3 | $94 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $92 |
"% 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.