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 |
| Beacon Pointe Advisors, LLC | 0.07% | Add +9.8% | 212,993 | $6.0M |
| McIlrath & Eck, LLC | 0.73% | Add +9.4% | 210,853 | $5.9M |
| Foundation Wealth Management, LLC\PA | 2.80% | Add +23.2% | 208,785 | $5.9M |
| Keb Asset Management, LLC | 1.66% | Add +70.4% | 207,616 | $5.8M |
| PBMares Wealth Management LLC | 1.15% | Add +5.3% | 203,355 | $5.7M |
| Tortoise Investment Management, LLC | 0.58% | Add +16.7% | 197,029 | $5.5M |
| Stifel Financial Corp. | 0.01% | Add +66.7% | 194,541 | $5.5M |
| Aveo Capital Partners, LLC | 0.90% | Add +6.3% | 198,503 | $5.4M |
| Scratch Capital LLC | 5.50% | Add +474.4% | 189,253 | $5.3M |
| Hippocratic Financial Advisors, LLC | 2.91% | Add +13.1% | 173,901 | $4.9M |
| Phillips Financial Management, LLC | 0.38% | Add +2.3% | 173,346 | $4.9M |
| Farther Finance Advisors, LLC | 0.12% | Add +48.6% | 170,061 | $4.8M |
| Corrigan Financial, Inc. | 0.94% | Add +25.3% | 162,139 | $4.6M |
| Ancora Advisors LLC | 0.10% | Add +11.5% | 159,153 | $4.5M |
| Keyvantage Wealth, LLC | 2.17% | Add +1613.9% | 158,368 | $4.5M |
| Sachem Hill LLC | 0.87% | Add +9.6% | 157,053 | $4.4M |
| Vantage Point Financial LLC | 2.17% | Add +18.8% | 153,215 | $4.3M |
| Vestia Personal Wealth Advisors | 3.34% | Add +30.5% | 149,823 | $4.2M |
| Efficient Frontier Advisors LLC | 2.73% | No change | 148,899 | $4.2M |
| Pillar Financial Advisors, LLC | 2.95% | Add +14.8% | 140,699 | $4.0M |
| Pinney & Scofield, Inc. | 2.85% | Add +32.1% | 139,641 | $3.9M |
| Gradient Capital Advisors, LLC | 1.28% | Add +21.3% | 139,133 | $3.9M |
| Signet Financial Management, LLC | 0.53% | Reduce -15.8% | 139,121 | $3.9M |
| Fermata Advisors, LLC | 0.69% | Add +6.3% | 135,679 | $3.8M |
| Collective Family Office LLC | 1.02% | Add +47.8% | 134,073 | $3.8M |
| American Investment Services, Inc. | 0.66% | Add +19.4% | 133,812 | $3.8M |
| Quent Capital, LLC | 0.38% | Add +35.0% | 130,265 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.6% | 126,913 | $3.6M |
| Discipline Wealth Solutions, LLC | 1.70% | Reduce -7.3% | 126,595 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -22.3% | 126,274 | $3.6M |
| Plancorp, LLC | 0.14% | New | 125,288 | $3.5M |
| BetterWealth, LLC | 0.96% | Reduce -48.0% | 121,591 | $3.4M |
| Pettinga Financial Advisors LLC | 0.79% | Reduce -4.2% | 120,047 | $3.4M |
| Disciplined Investors, L.L.C. | 2.97% | Add +2.0% | 116,880 | $3.3M |
| Cravens & Co Advisors, LLC | 2.55% | Add +3.2% | 116,786 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +140.7% | 113,336 | $3.2M |
| Burk Holdings LLC | 2.37% | Add +0.8% | 111,730 | $3.1M |
| Aviance Capital Partners, LLC | 0.44% | Add +0.1% | 111,272 | $3.1M |
| Tru Independence Asset Management 2, LLC | 2.27% | Reduce -6.2% | 107,655 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.3% | 106,607 | $3.0M |
| Evensky & Katz LLC | 0.19% | Add +80.8% | 103,113 | $2.9M |
| Advisory Alpha, LLC | 0.10% | Add +49.6% | 103,002 | $2.9M |
| Lam Group, Inc. | 2.13% | Add +10.8% | 102,785 | $2.9M |
| Melfa Wealth Management, Inc. | 1.93% | Add +5.0% | 101,746 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +44.8% | 99,914 | $2.8M |
| Burton Enright Welch | 0.57% | Add +64.0% | 99,732 | $2.8M |
| Hill Investment Group Partners, LLC | 0.38% | Reduce -59.4% | 98,173 | $2.8M |
| Bluespring Wealth Management, LLC | 0.28% | Add +21.4% | 96,082 | $2.7M |
| W.H. Cornerstone Investments Inc. | 1.83% | Add +59.0% | 94,321 | $2.7M |
| SC&H Financial Advisors, Inc. | 0.52% | Add +7.7% | 94,288 | $2.7M |
| Level Financial Advisors | 0.88% | Add +13.4% | 92,225 | $2.6M |
| Dopkins Wealth Management, LLC | 1.31% | Add +8.6% | 91,824 | $2.6M |
| Flputnam Investment Management Co. | 0.05% | Reduce -51.8% | 91,450 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.9% | 90,003 | $2.5M |
| Quantum Financial Advisors, LLC | 0.37% | Reduce -19.7% | 88,810 | $2.5M |
| Financial Symmetry Inc | 1.52% | Add +5.5% | 87,633 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +41.6% | 84,462 | $2.4M |
| Client 1ST Advisory Group, LLC | 0.92% | Add +76.1% | 83,605 | $2.4M |
| Martin Worley Group | 1.34% | Add +16.1% | 83,556 | $2.4M |
| Vannoy Advisory Group, Inc. | 1.73% | Add +1.0% | 82,785 | $2.3M |
| Blue Trust, Inc. | 0.03% | Reduce -2.1% | 82,122 | $2.3M |
| Forum Financial Management, LP | 0.04% | Add +65.3% | 81,484 | $2.3M |
| Legacy Financial Group, Inc. | 0.71% | Add +1.6% | 78,316 | $2.2M |
| Team Hewins, LLC | 0.85% | Add +382.2% | 77,810 | $2.2M |
| Two West Capital Advisors LLC | 1.75% | Add +7.8% | 82,905 | $2.1M |
| Factor Wealth Management LTD | 0.64% | Add +0.4% | 74,376 | $2.1M |
| Vance Wealth, LLC | 0.79% | Reduce -69.8% | 74,219 | $2.1M |
| Rehmann Capital Advisory Group | 0.13% | Add +8.8% | 73,923 | $2.1M |
| Advyzon Investment Management, LLC | 0.74% | Reduce -15.3% | 73,912 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +1.1% | 73,262 | $2.1M |
| LJI Wealth Management, LLC | 0.41% | Reduce -7.7% | 73,164 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +3.1% | 72,346 | $2.0M |
| V2 Financial group LLC | 1.29% | Reduce -4.4% | 71,071 | $2.0M |
| Oak Wealth Advisors LLC | 1.42% | Add +0.3% | 68,202 | $1.9M |
| XY Planning Network, Inc. | 1.28% | Add +13.8% | 67,995 | $1.9M |
| Austin Private Wealth, LLC | 0.17% | Add +109.4% | 67,418 | $1.9M |
| True Wealth Design, LLC | 0.72% | Add +1.4% | 67,118 | $1.9M |
| Grant Private Wealth Management Inc | 2.00% | Add +0.3% | 65,731 | $1.9M |
| Firethorn Wealth Partners, LLC | 0.87% | Add +3.2% | 64,589 | $1.8M |
| Citadel Advisors | 0.00% | Add +83.8% | 63,932 | $1.8M |
| Mattern Wealth Management LLC | 0.40% | Reduce -8.3% | 63,532 | $1.8M |
| MAI Capital Management | 0.01% | Add +50.1% | 63,475 | $1.8M |
| Northwest Wealth Management, LLC | 0.35% | Add +2.4% | 63,008 | $1.8M |
| Nalls Sherbakoff Group, LLC | 1.44% | — | 62,984 | $1.8M |
| Roberts Glore & Co. Inc. | 0.54% | Add +3.6% | 62,818 | $1.8M |
| Renaissance Technologies | 0.00% | Add +85.0% | 62,700 | $1.8M |
| Aegis Wealth Management LLC | 0.98% | Add +6.3% | 59,347 | $1.7M |
| Sandy Spring Bank | 0.07% | Add +6.3% | 59,012 | $1.7M |
| Altiora Financial Group, LLC | 0.35% | Reduce -8.1% | 58,601 | $1.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.23% | Reduce -0.7% | 57,897 | $1.6M |
| SageView Advisory Group, LLC | 0.07% | Reduce -0.9% | 56,933 | $1.6M |
| Gibraltar Capital Management, Inc. | 0.34% | New | 55,765 | $1.6M |
| Hemington Wealth Management | 0.24% | Reduce -62.7% | 55,284 | $1.6M |
| UBS Group AG | 0.00% | Add +209.8% | 53,653 | $1.5M |
| McMill Wealth Management | 0.54% | Add +55.8% | 53,479 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +116.7% | 52,805 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +116.7% | 52,805 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.20% | Reduce -7.0% | 52,034 | $1.5M |
| Corus Family Wealth Advisors | 1.00% | Add +13.2% | 51,834 | $1.5M |
| Gemmer Asset Management LLC | 0.15% | Add +0.3% | 51,741 | $1.5M |
| FineMark National Bank & Trust | 0.05% | Add +0.6% | 51,699 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.1% | 50,512 | $1.4M |
| Porter White Investment Advisors, Inc. | 0.70% | Add +16.1% | 49,984 | $1.4M |
| Wealth Preservation Advisors, LLC | 0.96% | — | 47,618 | $1.3M |
| Investmark Advisory Group LLC | 0.66% | Reduce -3.8% | 47,295 | $1.3M |
| Liberty Capital Management, Inc. | 0.29% | No change | 45,673 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +20.9% | 44,038 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.52% | Reduce -9.5% | 43,978 | $1.2M |
| Grove Street Fiduciary, LLC | 0.62% | Reduce -21.9% | 43,757 | $1.2M |
| Alpha Advisors, LLC | 1.07% | Reduce -12.5% | 43,575 | $1.2M |
| Citigroup Inc. | 0.00% | Add +27.7% | 43,192 | $1.2M |
| HMV Wealth Advisors, LLC | 0.96% | Reduce -0.5% | 42,805 | $1.2M |
| Parkworth Wealth Management, Inc. | 0.93% | Add +0.3% | 41,229 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +8.5% | 43,448 | $1.2M |
| Cambridge Financial Group, LLC | 0.49% | Reduce -37.5% | 40,897 | $1.2M |
| Mustard Seed Financial, LLC | 0.91% | Add +5.4% | 40,112 | $1.1M |
| Curio Wealth, LLC | 0.58% | Reduce -99.9% | 34 | $1.1M |
| HFG Advisors, Inc. | 0.95% | Add +2.2% | 39,583 | $1.1M |
| Meritas Wealth Management, LLC | 0.65% | Add +0.6% | 39,531 | $1.1M |
| CPA Asset Management Group, LLC | 0.48% | Add +92.1% | 38,367 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +19.3% | 38,146 | $1.1M |
| ABLE Financial Group, LLC | 0.29% | New | 36,477 | $1.0M |
| Pacific Asset Management, LLC | 0.90% | Add +6.7% | 35,654 | $1.0M |
| Quadcap Wealth Management, LLC | 0.15% | Reduce -4.5% | 35,596 | $1.0M |
| Heirloom Wealth Management | 0.28% | Add +8.8% | 35,195 | $991K |
| Oder Investment Management, LLC | 0.83% | Add +174.3% | 34,688 | $976K |
| Aire Advisors, LLC | 0.20% | Add +15.0% | 34,382 | $968K |
| Compass Capital Corp. /Ma/ | 0.49% | Add +3.4% | 37,713 | $942K |
| Diversified Trust Co. | 0.02% | Reduce -54.2% | 33,246 | $936K |
| Rockwood Wealth Management, LLC | 0.09% | Add +48.7% | 33,090 | $931K |
| Glass Jacobson Investment Advisors llc | 0.31% | No change | 30,232 | $931K |
| FMB Wealth Management | 0.51% | Add +20.7% | 32,995 | $929K |
| Capital Planning LLC | 0.25% | Reduce -2.9% | 32,111 | $904K |
| Fiduciary Financial Group, LLC | 0.19% | New | 35,728 | $893K |
| Two Sigma Investments, LP | 0.00% | Reduce -50.5% | 31,500 | $887K |
| CSS LLC | 0.17% | No change | 31,000 | $873K |
| GEN Financial Management, INC. | 0.58% | Add +69.8% | 30,170 | $849K |
| Quadrature Capital Ltd | 0.02% | Add +42.3% | 29,940 | $842K |
| Kathleen S. Wright Associates Inc. | 0.35% | Reduce -7.5% | 29,904 | $842K |
| Ariadne Wealth Management, LP | 0.43% | Add +188.9% | 29,851 | $830K |
| TCFG Wealth Management, LLC | 0.42% | Add +0.3% | 29,465 | $829K |
| Earned Wealth Advisors, LLC | 0.18% | Add +16.3% | 29,436 | $829K |
| Medallion Wealth Advisors, LLC | 0.37% | Reduce -1.5% | 29,250 | $825K |
| Quarry Hill Advisors, LLC | 0.53% | Reduce -0.7% | 29,044 | $818K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.1% | 28,851 | $812K |
| CLG LLC | 0.28% | Reduce -0.2% | 28,694 | $808K |
| Sprinkle Financial Consultants LLC | 0.51% | Add +3.2% | 28,365 | $798K |
| REDW Wealth LLC | 0.29% | Reduce -6.6% | 28,120 | $792K |
| McClarren Financial Advisors, Inc. | 0.52% | Reduce -28.6% | 15,338 | $785K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -21.4% | 26,847 | $756K |
| GEM Asset Management, LLC | 0.41% | Reduce -22.7% | 25,799 | $727K |
| Lindenwold Advisors, INC | 0.40% | New | 25,557 | $719K |
| Disciplined Investments, LLC | 0.33% | No change | 25,407 | $715K |
| Great Oak Capital Partners, LLC | 0.24% | No change | 23,251 | $710K |
| C M Bidwell & Associates Ltd. | 0.43% | Add +9.0% | 25,093 | $706K |
| Hutchens & Kramer Investment Management Group, LLC | 0.39% | Reduce -5.9% | 24,963 | $703K |
| Global Trust Asset Management, LLC | 0.42% | Reduce -36.7% | 24,455 | $688K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +46.7% | 24,430 | $688K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 23,989 | $676K |
| Lodestone Wealth Management LLC | 0.36% | New | 23,800 | $670K |
| Werba Rubin Papier Wealth Management | 0.14% | Add +5.2% | 23,665 | $666K |
| Pine Harbor Wealth Management, LLC | 0.26% | Add +6.8% | 23,429 | $660K |
| Physician Wealth Advisors, Inc. | 0.11% | Reduce -9.8% | 23,124 | $651K |
| Revolve Wealth Partners, LLC | 0.09% | No change | 22,360 | $629K |
| Lazari Capital Management, Inc. | 0.25% | No change | 21,894 | $616K |
| Valued Wealth Advisors LLC | 0.36% | New | 21,095 | $594K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +6.9% | 20,934 | $589K |
| Cypress Point Wealth Management, LLC | 0.19% | No change | 20,878 | $588K |
| Compass Ion Advisors, LLC | 0.07% | Add +20.8% | 20,603 | $580K |
| CarsonAllaria Wealth Management, Ltd. | 0.33% | Add +0.3% | 20,188 | $568K |
| Sanctuary Advisors, LLC | 0.00% | Add +183.9% | 20,110 | $566K |
| Apollon Wealth Management, LLC | 0.01% | No change | 20,100 | $566K |
| Triad Wealth Partners, LLC | 0.18% | New | 20,052 | $564K |
| Mullaney, Keating & Wright, Inc. | 0.38% | Add +0.2% | 19,972 | $562K |
| MB Generational Wealth, LLC | 0.41% | Add +23.1% | 19,627 | $553K |
| CogentBlue Wealth Advisors, LLC | 0.48% | New | 19,578 | $551K |
| Riverchase Wealth Management, LLC | 0.38% | No change | 19,526 | $550K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +0.2% | 19,465 | $548K |
| Morgan Stanley | 0.00% | Add +15.2% | 19,392 | $546K |
| Lauterbach Financial Advisors, LLC | 0.34% | Add +6.1% | 19,368 | $545K |
| Wealthspire Advisors, LLC | 0.00% | No change | 19,047 | $536K |
| Builder Investment Group Inc. | 0.15% | Add +12.3% | 18,983 | $534K |
| Advisory Services Network, LLC | 0.01% | Add +10.9% | 18,942 | $533K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +142.7% | 18,502 | $521K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -4.1% | 18,398 | $518K |
| Aurelius Family Office LLC | 0.26% | Reduce -80.7% | 18,137 | $511K |
| Summit Wealth Group, LLC | 0.15% | New | 17,930 | $505K |
| Brown Advisory Inc. | 0.00% | Add +8.0% | 17,885 | $503K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.6% | 17,863 | $503K |
| Argent Capital Management LLC | 0.02% | New | 17,626 | $496K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.28% | New | 17,448 | $491K |
| Shearwater Capital LLC | 0.34% | Add +5.7% | 17,447 | $491K |
| Wedmont Private Capital | 0.03% | New | 19,420 | $491K |
| Cary Street Partners Financial LLC | 0.02% | Add +21.3% | 17,411 | $490K |
| Mercer Global Advisors Inc. | 0.00% | Add +107.8% | 17,196 | $484K |
| Squire Investment Management Company, LLC | 0.20% | Reduce -25.9% | 17,147 | $483K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +136.1% | 17,028 | $479K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.3% | 16,972 | $478K |
| TCI Wealth Advisors, Inc. | 0.04% | No change | 16,756 | $472K |
| AlphaCore Capital LLC | 0.04% | New | 16,552 | $466K |
| HB Wealth Management, LLC | 0.00% | New | 16,040 | $452K |
| Astra Wealth Partners LLC | 0.43% | Add +5.8% | 15,978 | $450K |
| Prudent Man Investment Management, Inc. | 0.24% | No change | 14,277 | $439K |
| Hanover Advisors Inc. | 0.19% | Reduce -0.2% | 15,475 | $436K |
| Spire Wealth Management | 0.01% | Add +28.9% | 15,342 | $432K |
| Apella Capital, LLC | 0.01% | Add +122.2% | 16,338 | $432K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +4.5% | 15,284 | $430K |
| Verisail Partners, LLC | 0.20% | No change | 15,270 | $430K |
| Founders Financial Securities LLC | 0.04% | Add +23.8% | 15,777 | $420K |
| Ruedi Wealth Management, Inc. | 0.13% | Add +0.3% | 14,380 | $405K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +59.5% | 14,372 | $405K |
| Golden Bell Financial Planning LLC | 0.39% | No change | 14,087 | $397K |
| CreativeOne Wealth, LLC | 0.01% | Add +40.5% | 13,761 | $387K |
| Nwam LLC | 0.03% | New | 13,500 | $380K |
| Kraft Asset Management, LLC | 0.35% | Reduce -32.1% | 13,395 | $377K |
| HRT Financial LP | 0.00% | New | 13,387 | $376K |
| Wealthstream Advisors, Inc. | 0.07% | Add +0.3% | 13,224 | $372K |
| 25 LLC | 0.15% | Reduce -0.9% | 12,744 | $359K |
| Essential Planning, LLC. | 0.14% | Reduce -98.8% | 12,336 | $347K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.8% | 12,076 | $340K |
| Blueprint Investment Partners LLC | 0.06% | Reduce -36.2% | 12,040 | $339K |
| CW Advisors, LLC | 0.00% | New | 11,872 | $334K |
| William Mack & Associates, Inc. | 0.28% | New | 11,744 | $331K |
| Tillman Hartley LLC | 0.10% | Reduce -21.0% | 11,658 | $328K |
| DBK Financial Counsel, LLC | 0.33% | Add +5.2% | 11,612 | $327K |
| Narus Financial Partners, LLC | 0.11% | Add +21.0% | 11,264 | $317K |
| Main Street Financial Solutions, LLC | 0.03% | Add +4.7% | 11,232 | $316K |
| Bannerman Wealth Management Group, LLC | 0.25% | Add +32.8% | 10,899 | $307K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +12.4% | 10,859 | $305K |
| Austin Asset Management Co Inc | 0.07% | New | 10,800 | $304K |
| Parkwoods Wealth Partners, LLC | 0.20% | New | 10,750 | $303K |
| Redmont Wealth Advisors LLC | 0.58% | Reduce -43.7% | 10,605 | $299K |
| Arkadios Wealth Advisors | 0.01% | Add +25.5% | 10,448 | $294K |
| Merit Financial Group, LLC | 0.00% | Add +21.0% | 10,332 | $291K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.3% | 9,967 | $281K |
| Independent Financial Group, LLC | 0.01% | Add +1.6% | 9,896 | $279K |
| Cloud Capital Management, LLC | 0.20% | — | 9,883 | $278K |
| Elevate Wealth Advisory, Inc. | 0.20% | Reduce -0.3% | 9,857 | $277K |
| Cary Street Partners Investment Advisory LLC | 0.16% | New | 9,799 | $276K |
| Fortis Capital Management LLC | 0.05% | Reduce -68.9% | 9,753 | $275K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.5% | 9,662 | $272K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 9,500 | $267K |
| Balance Wealth Partners LLC | 0.17% | — | 9,444 | $266K |
| Kondo Wealth Advisors, Inc. | 0.13% | No change | 9,436 | $266K |
| XTX Topco Ltd | 0.01% | New | 9,413 | $265K |
| Savvy Advisors, Inc. | 0.03% | Add +29.1% | 9,364 | $264K |
| RAM Investment Partners, LLC | 0.07% | No change | 9,351 | $263K |
| Optima Capital LLC | 0.17% | Add +0.1% | 9,317 | $262K |
| Acropolis Investment Management, LLC | 0.02% | Add +3.8% | 9,118 | $257K |
| Argyle Capital Partners, LLC | 0.22% | New | 8,935 | $252K |
| Simplicity Wealth,LLC | 0.02% | Reduce -54.6% | 8,644 | $243K |
| Abacus Planning Group, Inc. | 0.04% | Add +0.1% | 8,482 | $239K |
| Aspire Private Capital, LLC | 0.06% | Add +0.3% | 8,468 | $238K |
| Millstone Evans Group, LLC | 0.16% | Reduce -3.3% | 8,440 | $238K |
| Captrust Financial Advisors | 0.00% | New | 8,231 | $232K |
| Cresset Asset Management, LLC | 0.00% | New | 7,919 | $223K |
| Allegiance Financial Group Advisory Services LLC | 0.07% | Add +0.3% | 7,915 | $223K |
| Bayshore Asset Management, LLC | 0.11% | New | 7,817 | $220K |
| Highland Financial Advisors, LLC | 0.08% | No change | 7,771 | $219K |
| Berger Financial Group, Inc | 0.02% | New | 7,768 | $219K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -15.5% | 7,729 | $218K |
| Clarity Capital Advisors, LLC | 0.14% | New | 7,693 | $217K |
| L.K. Benson & Company, P.C. | 0.15% | Add +11.1% | 7,588 | $214K |
| Infinity Wealth Counsel, LLC | 0.23% | New | 7,430 | $209K |
| Pioneer Wealth Management Group | 0.09% | — | 7,180 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,872 | $193K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 6,789 | $191K |
| Private Trust Co. NA | 0.02% | No change | 6,540 | $184K |
| UMB Bank, n.a. | 0.00% | No change | 5,771 | $162K |
| Hurley Capital, LLC | 0.12% | Add +7.5% | 5,443 | $153K |
| Mendota Financial Group, LLC | 0.15% | Reduce -2.4% | 5,038 | $142K |
| WealthShield Partners, LLC | 0.01% | Add +0.3% | 3,912 | $110K |
| Signature Resources Capital Management, LLC | 0.07% | Add +8.1% | 2,999 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -90.6% | 2,989 | $84K |
| Fifth Third Bancorp | 0.00% | Reduce -78.2% | 2,848 | $80K |
| Wells Fargo & Company | 0.00% | Reduce -28.9% | 2,756 | $78K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 2,704 | $76K |
| Studio Investment Management LLC | 0.01% | Add +97.7% | 2,529 | $71K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $63K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,034 | $57K |
| Sittner & Nelson, LLC | 0.02% | New | 1,951 | $55K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 1,734 | $49K |
| Comerica Bank | 0.00% | Add +1.9% | 1,690 | $48K |
| Redwood Park Advisors LLC | 0.04% | No change | 1,681 | $47K |
| Fort Vancouver Investment Management, LLC | 0.04% | New | 1,667 | $47K |
| Arax Advisory Partners | 0.00% | New | 1,493 | $42K |
| Bridge Generations Wealth Management LLC | 0.02% | New | 1,110 | $31K |
| CVA Family Office, LLC | 0.00% | New | 1,048 | $30K |
| US Bancorp \de | 0.00% | Reduce -45.8% | 1,021 | $29K |
| Clearstead Advisors, LLC | 0.00% | No change | 950 | $27K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 915 | $26K |
| SJS Investment Consulting Inc. | 0.00% | No change | 900 | $25K |
| Coston, McIsaac & Partners | 0.01% | Add +4.9% | 754 | $20K |
| AE Wealth Management LLC | 0.00% | Reduce -13.4% | 682 | $19K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $19K |
| IFP Advisors, Inc | 0.00% | Add +13.9% | 632 | $18K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -86.5% | 615 | $17K |
| Greenline Partners, LLC | 0.00% | Reduce -99.7% | 607 | $17K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.4% | 530 | $15K |
| North Capital, Inc. | 0.01% | — | 500 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 436 | $12K |
| DecisionPoint Financial, LLC | 0.00% | No change | 410 | $12K |
| Parkside Financial Bank & Trust | 0.00% | New | 400 | $11K |
| Concord Wealth Partners | 0.00% | Add +163.3% | 395 | $11K |
| TruNorth Capital Management, LLC | 0.00% | No change | 372 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 368 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 368 | $10K |
| Coldstream Capital Management Inc. | 0.00% | New | 217 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 198 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 155 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $4K |
| Avondale Wealth Management | 0.00% | No change | 126 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 95 | $3K |
| Howe & Rusling Inc. | 0.00% | New | 60 | $2K |
| Colonial Trust Co / SC | 0.00% | New | 34 | $957 |
| Quadrant Capital Group LLC | 0.00% | No change | 3 | $86 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $84 |
| Maryland Capital Advisors Inc. | 0.00% | New | 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.