Dimensional US Small Cap ValDFSVETF
13F holders, Q2 2025 (June 30)448holders +30
56new positions
27sold out
3famous investors
$29.47avg. 13F price*
At the end of Q2 2025, 448 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 30 from Q1 2025. 56 opened new positions and 27 sold out. The largest holders were Savant Capital, LLC ($343.7M), Mather Group, Llc. ($190.2M) and Corient Private Wealth LP ($170.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $39.4M |
| Exits | 27 | $223.2M |
All 13F filers, Q1 2025 → Q2 2025: 21,728,552 shares bought and 12,564,474 shares sold, net +9,164,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 448 holders
| Savant Capital, LLC | 2.47% | Add +25.6% | 11,680,085 | $343.7M |
| Mather Group, Llc. | 2.03% | Add +29.0% | 6,462,729 | $190.2M |
| Corient Private Wealth LP | 0.23% | Add +14.9% | 5,799,898 | $170.7M |
| JMG Financial Group, Ltd. | 4.84% | Reduce -6.7% | 5,430,032 | $159.8M |
| Ritholtz Wealth Management | 2.09% | Add +30.9% | 3,210,827 | $94.5M |
| Focus Partners Wealth | 0.20% | Add +38.4% | 3,158,759 | $93.0M |
| Cerity Partners LLC | 0.16% | Add +225.3% | 3,035,274 | $89.3M |
| Pathstone Holdings, LLC | 0.31% | Reduce -17.6% | 2,704,376 | $79.6M |
| Vestmark Advisory Solutions, Inc. | 1.14% | Add +117.2% | 2,671,340 | $78.6M |
| Modera Wealth Management, LLC | 0.90% | Reduce -16.3% | 2,457,840 | $72.3M |
| Index Fund Advisors, Inc. | 3.61% | Add +11.7% | 2,185,576 | $64.3M |
| EP Wealth Advisors, LLC | 0.37% | Reduce -6.1% | 1,903,813 | $56.0M |
| Avantax Advisory Services, Inc. | 0.31% | Reduce -11.0% | 1,888,085 | $55.6M |
| Arista Wealth Management, LLC | 7.54% | Add +3.9% | 1,852,406 | $54.5M |
| Focus Partners Advisor Solutions, LLC | 0.65% | Add +69.2% | 1,658,961 | $48.8M |
| Raymond James Financial Inc. | 0.01% | Add +8.3% | 1,481,142 | $43.6M |
| LPL Financial LLC | 0.01% | Add +0.6% | 1,474,585 | $43.4M |
| Exencial Wealth Advisors, LLC | 1.46% | Add +12.4% | 1,412,631 | $41.6M |
| Bank of America Corp. | 0.00% | Add +12.0% | 1,403,030 | $41.3M |
| Creative Planning | 0.04% | Add +85.7% | 1,392,492 | $41.0M |
| Truepoint, Inc. | 1.01% | Add +39.1% | 1,375,016 | $40.5M |
| DiNuzzo Private Wealth, Inc. | 4.66% | Add +7.8% | 1,335,123 | $39.3M |
| Coldstream Capital Management Inc. | 0.64% | Add +611636.9% | 1,327,469 | $39.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.2% | 1,239,699 | $36.5M |
| Mosaic Family Wealth Partners, LLC | 3.62% | Add +4.1% | 964,105 | $28.4M |
| Jackson Thornton Wealth Management, LLC | 3.19% | Add +1.4% | 907,651 | $27.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +14.2% | 895,938 | $27.6M |
| Evanson Asset Management, LLC | 1.67% | Add +1.9% | 910,662 | $26.8M |
| Stordahl Capital Management, Inc. | 5.86% | Add +2.8% | 896,666 | $26.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -2.9% | 876,176 | $25.8M |
| United Wealth Management, LLC | 7.21% | Add +4.7% | 843,368 | $24.8M |
| HighTower Advisors, LLC | 0.03% | Add +90.2% | 837,201 | $24.6M |
| Seaside Wealth Management, Inc. | 7.80% | Add +5.7% | 832,987 | $24.5M |
| Bank of Montreal | 0.01% | Add +10.7% | 832,836 | $24.5M |
| von Borstel & Associates, Inc. | 6.45% | Add +13.7% | 826,046 | $24.5M |
| Jentner Corp | 6.55% | Add +11.2% | 831,144 | $24.5M |
| Equita Financial Network, Inc. | 9.69% | Reduce -4.9% | 827,164 | $24.3M |
| NewEdge Advisors, LLC | 0.13% | Reduce -6.3% | 824,798 | $24.3M |
| Leading Edge Financial Planning LLC | 6.67% | Add +9.1% | 814,869 | $24.0M |
| Root Financial Partners, LLC | 2.23% | Reduce -39.7% | 782,502 | $23.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -13.3% | 778,332 | $22.9M |
| Hassell Wealth Management, LLC | 8.31% | Add +6.5% | 729,857 | $22.7M |
| Northern Trust Corp. | 0.00% | Reduce -21.6% | 767,779 | $22.6M |
| Safeguard Investment Advisory Group, LLC | 5.47% | Reduce -0.7% | 744,787 | $21.9M |
| Retirement Solution LLC | 4.74% | Add +1.1% | 630,891 | $18.6M |
| Zhang Financial LLC | 0.85% | Reduce -9.9% | 628,904 | $18.5M |
| Integrity Alliance, Llc. | 0.99% | Add +4.2% | 616,269 | $18.1M |
| Rather & Kittrell, Inc. | 3.40% | Add +12.3% | 583,097 | $17.2M |
| Integris Wealth Management, LLC | 4.30% | Reduce -0.1% | 560,416 | $16.5M |
| Chicago Partners Investment Group LLC | 0.46% | Add +2.1% | 513,144 | $16.0M |
| Royal Bank of Canada | 0.00% | Add +10.2% | 539,542 | $15.9M |
| Diversified Portfolios, Inc. | 1.50% | Add +20.1% | 533,065 | $15.7M |
| Krilogy Financial LLC | 0.88% | Add +10.9% | 519,380 | $15.3M |
| Wealth Advisors Northwest LLC | 7.95% | Add +19.4% | 512,589 | $15.1M |
| Total Wealth Planning, LLC | 1.85% | Add +22.1% | 498,520 | $14.7M |
| Waterway Wealth Management, LLC | 4.41% | Add +3.6% | 495,864 | $14.6M |
| Geneos Wealth Management Inc. | 0.35% | Add +3.4% | 484,377 | $14.3M |
| NorthCoast Asset Management LLC | 0.06% | Add +121.8% | 481,819 | $14.2M |
| Alpha Financial Advisors, LLC | 5.39% | Reduce -9.1% | 473,731 | $13.9M |
| Wealth Dimensions Group, Ltd. | 2.96% | Add +4.5% | 456,519 | $13.4M |
| OneDigital Investment Advisors LLC | 0.15% | Add +0.8% | 453,136 | $13.3M |
| Allworth Financial LP | 0.06% | Add +0.9% | 452,575 | $13.3M |
| Well Done, LLC | 2.42% | Add +14.1% | 437,588 | $12.9M |
| Physician Wealth Solutions Inc. | 5.95% | Reduce -0.9% | 435,855 | $12.8M |
| Trust Co of the South | 2.24% | Add +26.3% | 429,256 | $12.6M |
| Avantax Planning Partners, Inc. | 0.40% | Add +57.9% | 428,597 | $12.6M |
| Perigon Wealth Management, LLC | 0.29% | Add +9.2% | 423,964 | $12.5M |
| Grunden Financial Advisory, Inc. | 5.39% | Add +2.0% | 415,075 | $12.2M |
| Private Wealth Management Group, LLC | 3.96% | Add +1.8% | 404,590 | $11.9M |
| Betterment LLC | 0.03% | Add +24.0% | 399,485 | $11.8M |
| Oceanside Advisors LLC | 7.82% | Add +4.9% | 397,232 | $11.7M |
| Cardiff Park Advisors, LLC | 1.00% | Add +26.8% | 393,868 | $11.6M |
| Clarity Wealth Development LLC | 11.16% | Add +4.7% | 380,726 | $11.2M |
| Greenline Partners, LLC | 1.50% | Add +62313.5% | 378,850 | $11.1M |
| Mariner, LLC | 0.02% | Add +21.4% | 361,565 | $10.6M |
| Timonier Family Office, LTD. | 3.96% | Add +19.4% | 359,940 | $10.6M |
| Freedom Investment Management, Inc. | 0.80% | Add +15.8% | 340,643 | $10.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 338,387 | $10.0M |
| Keb Asset Management, LLC | 2.44% | Add +60.0% | 332,285 | $9.8M |
| RFG Advisory, LLC | 0.23% | Reduce -31.2% | 330,478 | $9.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.80% | Add +2.3% | 328,564 | $9.7M |
| Pinnacle Associates Ltd. | 0.14% | Add +2.3% | 328,564 | $9.7M |
| Scratch Capital LLC | 7.79% | Add +72.0% | 325,545 | $9.6M |
| Navigoe, LLC | 7.20% | Add +19.6% | 324,062 | $9.5M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +148.7% | 314,056 | $9.2M |
| Avant Financial Advisors LLC | 7.55% | Add +16.3% | 311,396 | $9.2M |
| AdvisorNet Financial, Inc | 0.59% | Add +5.5% | 310,479 | $9.1M |
| RCS Financial Planning, LLC | 4.48% | Add +1.4% | 305,939 | $9.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +6.4% | 303,678 | $8.9M |
| Financial Architects, LLC | 5.33% | Reduce -3.5% | 297,920 | $8.8M |
| Tobias Financial Advisors, Inc. | 1.46% | Reduce -12.0% | 290,788 | $8.6M |
| BOS Asset Management, LLC | 2.71% | Add +4.7% | 287,665 | $8.5M |
| Plancorp, LLC | 0.29% | Add +129.3% | 287,350 | $8.5M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +442.8% | 286,599 | $8.4M |
| Abel Hall, LLC | 3.81% | Reduce -3.3% | 279,984 | $8.2M |
| Sterling Financial Planning, Inc. | 2.73% | Add +19.2% | 277,710 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -17.9% | 270,739 | $8.0M |
| Ballentine Capital Advisors, Inc | 3.70% | Add +1.2% | 265,062 | $7.8M |
| Tortoise Investment Management, LLC | 0.73% | Add +32.7% | 261,530 | $7.7M |
| Foundation Wealth Management, LLC\PA | 3.30% | Add +24.3% | 259,470 | $7.6M |
"% 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.