Dimensional US Small Cap ValDFSVETF
13F holders, Q1 2025 (March 31)418holders +17
43new positions
25sold out
2famous investors
$27.99avg. 13F price*
At the end of Q1 2025, 418 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 17 from Q4 2024. 43 opened new positions and 25 sold out. The largest holders were Savant Capital, LLC ($261.9M), Alaska Permanent Fund Corp ($202.3M) and JMG Financial Group, Ltd. ($163.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $48.2M |
| Exits | 25 | $6.0M |
All 13F filers, Q4 2024 → Q1 2025: 14,302,232 shares bought and 3,628,827 shares sold, net +10,673,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 418 holders
| Savant Capital, LLC | 2.22% | Add +15.5% | 9,303,110 | $261.9M |
| Alaska Permanent Fund Corp | 2.84% | No change | 7,620,911 | $202.3M |
| JMG Financial Group, Ltd. | 5.52% | Add +7.0% | 5,816,865 | $163.7M |
| Corient Private Wealth LP | 0.23% | Add +26.9% | 5,045,929 | $142.0M |
| Mather Group, Llc. | 1.63% | Add +20.0% | 5,010,439 | $141.0M |
| Pathstone Holdings, LLC | 0.40% | Add +5.8% | 3,283,369 | $92.4M |
| Modera Wealth Management, LLC | 1.12% | Add +1.9% | 2,936,778 | $82.7M |
| Ritholtz Wealth Management | 2.06% | Add +16.3% | 2,451,943 | $69.0M |
| Focus Partners Wealth | 0.16% | Add +14.2% | 2,283,031 | $64.3M |
| Avantax Advisory Services, Inc. | 0.36% | Add +16.5% | 2,122,497 | $59.7M |
| EP Wealth Advisors, LLC | 0.46% | Reduce -5.7% | 2,028,357 | $57.1M |
| Index Fund Advisors, Inc. | 3.41% | Add +3.5% | 1,957,175 | $55.1M |
| Arista Wealth Management, LLC | 12.17% | Add +4.3% | 1,783,473 | $50.2M |
| LPL Financial LLC | 0.02% | Add +19.8% | 1,466,232 | $41.3M |
| Raymond James Financial Inc. | 0.01% | Add +13.6% | 1,367,282 | $38.5M |
| Root Financial Partners, LLC | 3.90% | Reduce -12.0% | 1,297,883 | $36.6M |
| Exencial Wealth Advisors, LLC | 1.32% | Add +16.6% | 1,256,966 | $35.4M |
| Bank of America Corp. | 0.00% | Reduce -20.2% | 1,252,915 | $35.3M |
| DiNuzzo Private Wealth, Inc. | 4.39% | Add +0.9% | 1,238,452 | $34.9M |
| Vestmark Advisory Solutions, Inc. | 0.89% | Add +18.6% | 1,229,650 | $34.6M |
| Cable Hill Partners, LLC | 3.33% | Add +4.9% | 1,283,027 | $34.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.3% | 1,178,593 | $33.2M |
| Truepoint, Inc. | 0.75% | Add +55.9% | 988,399 | $27.8M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Add +36.4% | 980,782 | $27.6M |
| Northern Trust Corp. | 0.00% | Add +58.6% | 979,668 | $27.6M |
| Cerity Partners LLC | 0.05% | Add +18.2% | 933,182 | $26.3M |
| Mosaic Family Wealth Partners, LLC | 3.71% | Add +7.1% | 926,223 | $26.1M |
| Osaic Holdings, Inc. | 0.06% | Add +47.4% | 902,477 | $25.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.1% | 898,166 | $25.3M |
| Evanson Asset Management, LLC | 1.78% | Add +0.9% | 893,983 | $25.2M |
| NewEdge Advisors, LLC | 0.15% | Reduce -13.1% | 880,716 | $24.8M |
| Stordahl Capital Management, Inc. | 5.82% | Add +3.9% | 872,297 | $24.6M |
| Equita Financial Network, Inc. | 8.56% | Add +10.8% | 869,993 | $24.5M |
| Jackson Thornton Wealth Management, LLC | 3.05% | Add +0.7% | 894,652 | $22.9M |
| United Wealth Management, LLC | 7.10% | Add +13.8% | 805,333 | $22.7M |
| Seaside Wealth Management, Inc. | 7.91% | Add +2.8% | 787,747 | $22.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +7.7% | 784,338 | $22.1M |
| Bank of Montreal | 0.01% | Add +8.3% | 752,690 | $21.2M |
| Safeguard Investment Advisory Group, LLC | 5.74% | Add +1.3% | 750,368 | $21.1M |
| Creative Planning | 0.02% | Add +46.5% | 749,852 | $21.1M |
| Jentner Corp | 6.30% | Add +0.5% | 747,798 | $21.1M |
| Leading Edge Financial Planning LLC | 6.57% | Add +9.9% | 746,711 | $21.0M |
| von Borstel & Associates, Inc. | 6.11% | Add +40.7% | 726,377 | $20.4M |
| Zhang Financial LLC | 1.04% | Add +5.2% | 697,869 | $19.6M |
| Retirement Solution LLC | 4.98% | Reduce -0.4% | 623,791 | $17.6M |
| Hassell Wealth Management, LLC | 7.47% | Add +7.3% | 685,219 | $17.5M |
| Integrity Alliance, Llc. | 0.66% | New | 591,576 | $16.7M |
| Integris Wealth Management, LLC | 4.50% | Add +4.0% | 561,059 | $15.8M |
| Alpha Financial Advisors, LLC | 6.52% | Reduce -29.4% | 521,069 | $14.7M |
| Rather & Kittrell, Inc. | 3.17% | Add +16.2% | 519,066 | $14.6M |
| Royal Bank of Canada | 0.00% | Add +27.7% | 489,580 | $13.8M |
| Chicago Partners Investment Group LLC | 0.45% | Reduce -0.8% | 502,340 | $13.6M |
| RFG Advisory, LLC | 0.37% | New | 480,330 | $13.5M |
| Waterway Wealth Management, LLC | 5.61% | Add +0.2% | 478,518 | $13.5M |
| Geneos Wealth Management Inc. | 0.44% | Reduce -0.4% | 468,493 | $13.2M |
| Krilogy Financial LLC | 0.85% | Add +8.7% | 468,348 | $13.2M |
| OneDigital Investment Advisors LLC | 0.15% | Add +16.5% | 449,646 | $12.7M |
| Diversified Portfolios, Inc. | 1.31% | Add +17.2% | 443,919 | $12.5M |
| HighTower Advisors, LLC | 0.02% | Add +6.0% | 440,182 | $12.4M |
| Physician Wealth Solutions Inc. | 6.22% | Reduce -2.7% | 439,837 | $12.4M |
| Wealth Dimensions Group, Ltd. | 2.94% | Add +13.6% | 437,060 | $12.3M |
| Wealth Advisors Northwest LLC | 7.66% | Add +20.6% | 429,342 | $12.1M |
| Allworth Financial LP | 0.07% | Add +36.5% | 448,730 | $12.0M |
| Well Done, LLC | 2.14% | Add +0.4% | 383,465 | $11.8M |
| Total Wealth Planning, LLC | 1.76% | Add +7.1% | 408,451 | $11.5M |
| Grunden Financial Advisory, Inc. | 5.57% | Reduce -2.1% | 406,987 | $11.5M |
| Private Wealth Management Group, LLC | 4.13% | Reduce -3.5% | 397,262 | $11.2M |
| Perigon Wealth Management, LLC | 0.28% | Add +4.7% | 388,184 | $10.9M |
| Oceanside Advisors LLC | 7.72% | Add +4.5% | 378,751 | $10.7M |
| Cwm, LLC | 0.04% | Add +292.2% | 347,855 | $9.8M |
| Clarity Wealth Development LLC | 10.78% | Add +9.5% | 363,762 | $9.7M |
| Trust Co of the South | 2.00% | Add +115.5% | 339,990 | $9.6M |
| Tobias Financial Advisors, Inc. | 1.81% | Add +11.7% | 330,468 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 330,080 | $9.3M |
| Peapack Gladstone Financial Corp. | 0.14% | Reduce -4.7% | 329,677 | $9.3M |
| Betterment LLC | 0.02% | Add +172.6% | 322,222 | $9.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.84% | Add +4.9% | 321,308 | $9.0M |
| Pinnacle Associates Ltd. | 0.13% | Add +4.9% | 321,308 | $9.0M |
| Cardiff Park Advisors, LLC | 0.85% | Reduce -3.0% | 310,654 | $8.7M |
| Financial Architects, LLC | 5.55% | Add +15.1% | 308,695 | $8.7M |
| RCS Financial Planning, LLC | 4.48% | Add +2.9% | 301,834 | $8.5M |
| Timonier Family Office, LTD. | 3.75% | Add +33.1% | 301,555 | $8.5M |
| Mariner, LLC | 0.01% | Add +6.5% | 297,766 | $8.4M |
| AdvisorNet Financial, Inc | 0.62% | Add +5.7% | 294,386 | $8.3M |
| Freedom Investment Management, Inc. | 0.70% | Add +0.1% | 294,261 | $8.3M |
| Abel Hall, LLC | 4.92% | Add +10.0% | 289,404 | $8.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +2.8% | 285,360 | $8.0M |
| BOS Asset Management, LLC | 2.67% | Add +10.0% | 274,725 | $7.7M |
| Cahill Wealth Management, LLC | 3.93% | Add +1.8% | 274,231 | $7.7M |
| Aspen Capital Management, LLC | 2.45% | — | 271,912 | $7.7M |
| Avantax Planning Partners, Inc. | 0.27% | Add +1226.3% | 271,525 | $7.6M |
| Navigoe, LLC | 6.60% | Add +36.1% | 270,971 | $7.6M |
| Avant Financial Advisors LLC | 6.84% | Add +3.5% | 267,845 | $7.5M |
| Yeomans Consulting Group, Inc. | 2.87% | Add +6.9% | 263,991 | $7.4M |
| Ballentine Capital Advisors, Inc | 3.74% | Add +2.6% | 261,861 | $7.4M |
| Lantz Financial LLC | 1.82% | Add +10.7% | 235,631 | $6.6M |
| Sterling Financial Planning, Inc. | 2.38% | Add +13.8% | 232,928 | $6.6M |
| Strategic Investment Solutions, Inc. | 1.82% | Reduce -18.3% | 222,139 | $6.3M |
| NorthCoast Asset Management LLC | 0.03% | Add +44.5% | 217,248 | $6.1M |
| Eq Wealth Advisors, LLC | 4.82% | Add +20.6% | 215,124 | $6.1M |
"% 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.