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 |
| TCI Wealth Advisors, Inc. | 0.52% | Add +1430.7% | 256,488 | $7.5M |
| PBMares Wealth Management LLC | 1.38% | Add +25.6% | 255,306 | $7.5M |
| Aspen Capital Management, LLC | 2.09% | Reduce -6.8% | 253,368 | $7.5M |
| McIlrath & Eck, LLC | 0.81% | Add +13.8% | 239,932 | $7.1M |
| Eq Wealth Advisors, LLC | 4.71% | Add +9.2% | 234,900 | $6.9M |
| Sentinel Wealth Management, Inc. | 6.47% | — | 233,852 | $6.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -2.0% | 208,772 | $6.1M |
| Collective Family Office LLC | 1.55% | Add +52.9% | 205,044 | $6.0M |
| Vestia Personal Wealth Advisors | 3.88% | Add +28.6% | 192,657 | $5.7M |
| Stifel Financial Corp. | 0.01% | Reduce -4.2% | 186,325 | $5.5M |
| Phillips Financial Management, LLC | 0.39% | Add +5.2% | 182,311 | $5.4M |
| Hippocratic Financial Advisors, LLC | 2.74% | Add +0.2% | 174,276 | $5.1M |
| Gradient Capital Advisors, LLC | 1.50% | Add +23.9% | 172,432 | $5.1M |
| Ancora Advisors LLC | 0.10% | Add +7.3% | 170,828 | $5.0M |
| Keyvantage Wealth, LLC | 2.25% | Add +7.7% | 170,603 | $5.0M |
| Forum Financial Management, LP | 0.07% | Add +105.3% | 167,291 | $4.9M |
| Vantage Point Financial LLC | 2.13% | Add +7.6% | 164,830 | $4.9M |
| Pinney & Scofield, Inc. | 3.19% | Add +14.6% | 160,075 | $4.7M |
| Pillar Financial Advisors, LLC | 3.23% | Add +12.9% | 158,847 | $4.7M |
| Pettinga Financial Advisors LLC | 1.00% | Add +29.2% | 155,059 | $4.6M |
| Marquette Asset Management, LLC | 0.76% | New | 154,911 | $4.6M |
| Cwm, LLC | 0.02% | Reduce -55.6% | 154,339 | $4.5M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -9.7% | 153,604 | $4.5M |
| Efficient Frontier Advisors LLC | 2.85% | Add +2.3% | 152,343 | $4.5M |
| Burk Holdings LLC | 2.77% | Add +34.7% | 150,524 | $4.4M |
| XY Planning Network, Inc. | 1.43% | Add +110.4% | 143,039 | $4.2M |
| Discipline Wealth Solutions, LLC | 1.61% | Add +12.7% | 142,606 | $4.2M |
| Fermata Advisors, LLC | 1.08% | Add +0.8% | 136,797 | $4.0M |
| American Investment Services, Inc. | 1.02% | Add +1.9% | 136,333 | $4.0M |
| Hill Investment Group Partners, LLC | 0.51% | Add +36.7% | 134,225 | $4.0M |
| Sachem Hill LLC | 0.80% | Reduce -15.1% | 133,275 | $3.9M |
| Aviance Capital Partners, LLC | 0.51% | Add +18.9% | 132,360 | $3.9M |
| Cravens & Co Advisors, LLC | 2.90% | Add +13.2% | 132,210 | $3.9M |
| Strathmore Capital Advisors, Inc. | 1.68% | — | 123,604 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +13.3% | 128,426 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.0% | 128,188 | $3.8M |
| Signet Financial Management, LLC | 0.47% | Reduce -8.4% | 127,466 | $3.8M |
| Lantz Financial LLC | 0.93% | Reduce -46.0% | 127,289 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +43.1% | 120,848 | $3.6M |
| ABLE Financial Group, LLC | 0.85% | Add +229.0% | 120,008 | $3.5M |
| Summit Wealth Group, LLC | 0.89% | Add +555.1% | 117,453 | $3.5M |
| Summit Wealth Group LLC / Co. | 0.86% | — | 117,055 | $3.4M |
| Disciplined Investors, L.L.C. | 2.68% | Reduce -0.0% | 116,861 | $3.4M |
| Quantum Financial Advisors, LLC | 0.45% | Add +28.2% | 113,868 | $3.4M |
| BetterWealth, LLC | 0.85% | Reduce -7.3% | 112,752 | $3.3M |
| Advisory Alpha, LLC | 0.10% | Add +8.5% | 111,753 | $3.3M |
| IFG Advisory, LLC | 0.16% | New | 108,093 | $3.2M |
| Truist Financial Corp. | 0.00% | Add +7.1% | 107,009 | $3.1M |
| Team Hewins, LLC | 1.13% | Add +37.2% | 106,750 | $3.1M |
| Melfa Wealth Management, Inc. | 1.98% | Add +4.7% | 106,485 | $3.1M |
| SC&H Financial Advisors, Inc. | 0.53% | Add +12.8% | 106,324 | $3.1M |
| Lam Group, Inc. | 2.06% | Add +2.0% | 104,865 | $3.1M |
| WealthCollab, LLC | 1.73% | New | 104,840 | $3.1M |
| Outbound Financial Inc | 2.79% | — | 103,863 | $3.1M |
| Quent Capital, LLC | 0.29% | Reduce -21.0% | 102,889 | $3.0M |
| McMill Wealth Management | 0.97% | Add +85.8% | 99,350 | $2.9M |
| W.H. Cornerstone Investments Inc. | 1.83% | Add +3.9% | 97,982 | $2.9M |
| Martin Worley Group | 1.39% | Add +15.8% | 96,789 | $2.8M |
| Tru Independence Asset Management 2, LLC | 1.94% | Reduce -10.4% | 96,461 | $2.8M |
| Client 1ST Advisory Group, LLC | 1.01% | Add +13.2% | 94,631 | $2.8M |
| Park Avenue Securities LLC | 0.03% | New | 93,775 | $2.8M |
| Oak Wealth Advisors LLC | 1.75% | Add +36.1% | 92,825 | $2.7M |
| Level Financial Advisors | 0.85% | Add +0.6% | 92,765 | $2.7M |
| Citadel Advisors | 0.00% | Add +45.1% | 92,755 | $2.7M |
| Financial Symmetry Inc | 1.39% | Add +4.5% | 91,564 | $2.7M |
| Austin Private Wealth, LLC | 0.21% | Add +34.8% | 90,901 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.3% | 90,279 | $2.7M |
| Blue Trust, Inc. | 0.03% | Add +9.6% | 90,039 | $2.6M |
| Bluespring Wealth Management, LLC | 0.25% | Reduce -6.3% | 90,029 | $2.6M |
| Factor Wealth Management LTD | 0.72% | Add +20.9% | 89,955 | $2.6M |
| Two West Capital Advisors LLC | 1.70% | Add +1.8% | 84,424 | $2.6M |
| Strategic Investment Solutions, Inc. | 0.78% | Reduce -60.5% | 87,676 | $2.6M |
| Burton Enright Welch | 0.44% | Reduce -13.8% | 86,014 | $2.5M |
| Squire Investment Management Company, LLC | 0.92% | Add +396.5% | 85,129 | $2.5M |
| Vannoy Advisory Group, Inc. | 1.72% | Add +1.9% | 84,364 | $2.5M |
| LJI Wealth Management, LLC | 0.41% | Add +8.2% | 79,167 | $2.3M |
| Corus Family Wealth Advisors | 1.64% | Add +52.2% | 78,888 | $2.3M |
| Roberts Glore & Co. Inc. | 0.67% | Add +23.7% | 77,716 | $2.3M |
| Advyzon Investment Management, LLC | 0.50% | Add +4.7% | 77,352 | $2.3M |
| Atlantic Union Bankshares Corp | 0.05% | New | 74,559 | $2.2M |
| Legacy Financial Group, Inc. | 0.64% | Reduce -6.3% | 73,342 | $2.2M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -2.3% | 72,260 | $2.1M |
| Evensky & Katz LLC | 0.13% | Reduce -30.0% | 72,150 | $2.1M |
| V2 Financial group LLC | 1.27% | Add +0.7% | 71,574 | $2.1M |
| Northwest Wealth Management, LLC | 0.38% | Add +13.3% | 71,356 | $2.1M |
| Vance Wealth, LLC | 0.70% | Reduce -5.3% | 70,250 | $2.1M |
| Brady Martz Wealth Solutions, LLC | 0.39% | New | 68,356 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.16% | Reduce -5.6% | 68,325 | $2.0M |
| Ruedi Wealth Management, Inc. | 0.59% | Add +372.4% | 67,925 | $2.0M |
| Quarry Hill Advisors, LLC | 1.13% | Add +127.5% | 66,062 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Add +583.3% | 66,023 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +871.3% | 65,941 | $1.9M |
| MAI Capital Management | 0.01% | Add +3.6% | 65,770 | $1.9M |
| Nalls Sherbakoff Group, LLC | 1.41% | Add +4.2% | 65,616 | $1.9M |
| Emprise Bank | 0.91% | New | 64,648 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Add +10.4% | 63,935 | $1.9M |
| True Wealth Design, LLC | 0.66% | Reduce -4.8% | 63,932 | $1.9M |
| Firethorn Wealth Partners, LLC | 0.81% | Reduce -1.6% | 63,544 | $1.9M |
| Alpha Advisors, LLC | 1.59% | Add +45.1% | 63,248 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.1% | 62,709 | $1.8M |
| SageView Advisory Group, LLC | 0.07% | Add +2.0% | 58,077 | $1.8M |
| Gibraltar Capital Management, Inc. | 0.35% | Add +8.0% | 60,235 | $1.8M |
| Acorn Wealth Advisors, LLC | 0.66% | Add +36.7% | 60,133 | $1.8M |
| Aire Advisors, LLC | 0.34% | Add +72.5% | 59,293 | $1.7M |
| Altiora Financial Group, LLC | 0.33% | Reduce -1.9% | 57,509 | $1.7M |
| Aegis Wealth Management LLC | 1.00% | No change | 59,347 | $1.7M |
| Dopkins Wealth Management, LLC | 0.74% | Reduce -38.7% | 56,254 | $1.7M |
| Daner Wealth Management, LLC | 1.13% | — | 53,104 | $1.6M |
| UBS Group AG | 0.00% | Reduce -0.1% | 53,623 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -16.6% | 52,300 | $1.5M |
| FineMark National Bank & Trust | 0.05% | No change | 51,699 | $1.5M |
| Meritas Wealth Management, LLC | 0.82% | Add +28.0% | 50,615 | $1.5M |
| Aerodigm Wealth, LLC | 0.69% | New | 48,836 | $1.4M |
| Quadcap Wealth Management, LLC | 0.18% | Add +36.5% | 48,573 | $1.4M |
| Monograph Wealth Advisors, LLC | 0.17% | Reduce -7.5% | 48,134 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +5.5% | 45,859 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +22.8% | 46,823 | $1.4M |
| Gemmer Asset Management LLC | 0.12% | Reduce -9.7% | 46,706 | $1.4M |
| Lindenwold Advisors, INC | 0.71% | Add +81.7% | 46,442 | $1.4M |
| Austin Asset Management Co Inc | 0.28% | Add +328.0% | 46,223 | $1.4M |
| Stratos Investment Management, LLC | 0.06% | New | 46,041 | $1.4M |
| Bayshore Asset Management, LLC | 0.62% | Add +486.4% | 45,839 | $1.3M |
| CPA Asset Management Group, LLC | 0.57% | Add +19.4% | 45,829 | $1.3M |
| Parkworth Wealth Management, Inc. | 0.97% | Add +10.9% | 45,709 | $1.3M |
| Mustard Seed Financial, LLC | 0.95% | Add +11.8% | 44,856 | $1.3M |
| HFG Advisors, Inc. | 1.02% | Add +10.9% | 43,894 | $1.3M |
| Wealth Preservation Advisors, LLC | 0.79% | Reduce -8.0% | 43,788 | $1.3M |
| Grove Street Fiduciary, LLC | 0.62% | No change | 43,757 | $1.3M |
| CSS LLC | 0.24% | Add +38.6% | 42,960 | $1.3M |
| Wedmont Private Capital | 0.05% | Add +109.0% | 40,597 | $1.3M |
| Investmark Advisory Group LLC | 0.59% | Reduce -10.3% | 42,427 | $1.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.65% | Add +142.7% | 42,341 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +127.5% | 42,083 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 41,917 | $1.2M |
| Willow Creek Wealth Management Inc. | 0.11% | Add +170.1% | 41,282 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Reduce -45.1% | 40,222 | $1.2M |
| Rockwood Wealth Management, LLC | 0.10% | Add +21.5% | 40,213 | $1.2M |
| Revolve Wealth Partners, LLC | 0.15% | Add +79.7% | 40,183 | $1.2M |
| Earned Wealth Advisors, LLC | 0.23% | Add +36.3% | 40,115 | $1.2M |
| Triad Wealth Partners, LLC | 0.24% | Add +98.0% | 39,697 | $1.2M |
| Porter White Investment Advisors, Inc. | 0.54% | Reduce -21.2% | 39,399 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.53% | Add +0.3% | 37,827 | $1.1M |
| Heirloom Wealth Management | 0.29% | Add +7.3% | 37,776 | $1.1M |
| Curio Wealth, LLC | 0.48% | Add +110441.2% | 37,584 | $1.1M |
| Cloud Capital Management, LLC | 0.69% | Add +275.8% | 37,144 | $1.1M |
| Pacific Asset Management, LLC | 0.86% | Add +2.5% | 36,534 | $1.1M |
| Fiduciary Financial Group, LLC | 0.19% | Reduce -0.9% | 35,407 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.52% | Add +269.4% | 36,202 | $1.1M |
| Morton Brown Family Wealth, LLC | 0.32% | Add +5785.4% | 36,195 | $1.1M |
| Great Oak Capital Partners, LLC | 0.30% | Add +45.0% | 33,724 | $1.0M |
| HMV Wealth Advisors, LLC | 0.67% | Reduce -18.5% | 34,905 | $1.0M |
| Cambridge Financial Group, LLC | 0.38% | Reduce -15.8% | 34,452 | $1.0M |
| Oder Investment Management, LLC | 0.76% | Reduce -1.3% | 34,239 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.39% | Add +13.0% | 34,168 | $1.0M |
| Diversified Trust Co. | 0.02% | No change | 33,246 | $978K |
| GEN Financial Management, INC. | 0.79% | Add +8.3% | 32,690 | $962K |
| Flagstone Financial Management | 0.27% | New | 32,265 | $950K |
| Merit Financial Group, LLC | 0.01% | Add +202.3% | 31,235 | $919K |
| Fiduciary Alliance LLC | 0.07% | New | 31,188 | $918K |
| Medallion Wealth Advisors, LLC | 0.35% | Add +2.9% | 30,100 | $909K |
| Sprinkle Financial Consultants LLC | 0.55% | Add +7.5% | 30,506 | $898K |
| GEM Asset Management, LLC | 0.46% | Add +14.1% | 29,424 | $894K |
| Ariadne Wealth Management, LP | 0.42% | Reduce -7.1% | 27,742 | $875K |
| TCFG Wealth Management, LLC | 0.39% | Reduce -1.3% | 29,092 | $856K |
| Clear Harbor Asset Management, LLC | 0.06% | Add +18.3% | 28,911 | $851K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 28,851 | $849K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +20.2% | 28,831 | $849K |
| REDW Wealth LLC | 0.34% | Add +2.1% | 28,702 | $845K |
| Foster Group, Inc. | 0.03% | New | 28,515 | $839K |
| Riverchase Wealth Management, LLC | 0.53% | Add +44.1% | 28,142 | $828K |
| C M Bidwell & Associates Ltd. | 0.42% | Add +9.4% | 27,453 | $808K |
| FMB Wealth Management | 0.38% | Reduce -16.9% | 27,418 | $807K |
| Wealthspire Advisors, LLC | 0.00% | Add +43.5% | 27,340 | $805K |
| McClarren Financial Advisors, Inc. | 0.52% | Add +76.4% | 27,056 | $796K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +0.2% | 26,897 | $792K |
| Disciplined Investments, LLC | 0.33% | Add +5.3% | 26,757 | $787K |
| Kathleen S. Wright Associates Inc. | 0.31% | Reduce -10.6% | 26,740 | $787K |
| Advisory Services Network, LLC | 0.01% | Add +34.3% | 25,439 | $759K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +49.1% | 25,382 | $747K |
| Apella Capital, LLC | 0.02% | Add +49.7% | 24,463 | $743K |
| Pine Harbor Wealth Management, LLC | 0.26% | Add +6.9% | 25,051 | $737K |
| Parkwoods Wealth Partners, LLC | 0.42% | Add +132.5% | 24,996 | $736K |
| Granite Harbor Advisors, Inc. | 0.34% | New | 24,956 | $734K |
| Mercer Global Advisors Inc. | 0.00% | Add +44.5% | 24,843 | $731K |
| CVA Family Office, LLC | 0.10% | Add +2238.3% | 24,505 | $721K |
| Lodestone Wealth Management LLC | 0.35% | Add +2.2% | 24,326 | $716K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +96.9% | 23,779 | $700K |
| Flputnam Investment Management Co. | 0.01% | Reduce -74.2% | 23,600 | $695K |
| Brown Advisory Inc. | 0.00% | Add +30.3% | 23,306 | $686K |
| Valued Wealth Advisors LLC | 0.36% | Add +10.2% | 23,254 | $684K |
| Vista Capital Partners, Inc. | 0.07% | New | 23,206 | $683K |
| Higgins & Schmidt Wealth Strategies LLC | 0.38% | New | 23,077 | $679K |
| Cary Street Partners Financial LLC | 0.02% | Add +30.4% | 22,712 | $668K |
| Builder Investment Group Inc. | 0.16% | Add +19.1% | 22,615 | $666K |
| CLG LLC | 0.21% | Reduce -21.5% | 22,520 | $663K |
| Mullaney, Keating & Wright, Inc. | 0.43% | Add +11.4% | 22,249 | $655K |
| Golden Bell Financial Planning LLC | 0.60% | Add +54.3% | 21,741 | $640K |
| AlphaCore Capital LLC | 0.02% | Add +29.7% | 21,462 | $632K |
| Physician Wealth Advisors, Inc. | 0.10% | Reduce -7.8% | 21,309 | $627K |
| Lazari Capital Management, Inc. | 0.23% | Reduce -3.2% | 21,198 | $624K |
| Sageworth Trust Co | 0.03% | New | 21,138 | $622K |
| Hutchens & Kramer Investment Management Group, LLC | 0.28% | Reduce -18.2% | 20,427 | $617K |
| Morgan Stanley | 0.00% | Add +7.6% | 20,873 | $614K |
| Friday Financial | 0.31% | New | 20,753 | $611K |
| Brookstone Capital Management | 0.01% | New | 20,717 | $610K |
| Compass Ion Advisors, LLC | 0.07% | Add +0.0% | 20,605 | $606K |
| Avondale Wealth Management | 0.33% | Add +16032.5% | 20,327 | $598K |
| Werba Rubin Papier Wealth Management | 0.11% | Reduce -14.2% | 20,306 | $598K |
| CarsonAllaria Wealth Management, Ltd. | 0.32% | Add +0.5% | 20,282 | $597K |
| BIP Wealth, LLC | 0.04% | New | 20,269 | $597K |
| Shearwater Capital LLC | 0.37% | Add +14.7% | 20,016 | $589K |
| Peirce Capital Management, LLC | 0.26% | New | 19,933 | $587K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +0.3% | 19,524 | $575K |
| JDH Wealth Management, LLC | 0.43% | New | 19,182 | $565K |
| Astra Wealth Partners LLC | 0.45% | Add +19.9% | 19,159 | $564K |
| Fort Vancouver Investment Management, LLC | 0.38% | Add +1030.2% | 18,841 | $554K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.0% | 18,495 | $544K |
| RAM Investment Partners, LLC | 0.11% | Add +96.4% | 18,368 | $541K |
| Aurelius Family Office LLC | 0.25% | Add +0.2% | 18,176 | $535K |
| Founders Financial Securities LLC | 0.04% | Add +14.8% | 18,114 | $533K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -1.6% | 18,112 | $533K |
| Andrews, Lucia Wealth Management LLC | 0.34% | New | 17,881 | $526K |
| DBK Financial Counsel, LLC | 0.47% | Add +51.2% | 17,553 | $517K |
| 25 LLC | 0.19% | Add +37.0% | 17,464 | $514K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.5% | 17,048 | $502K |
| Austin Wealth Management, LLC | 0.09% | New | 16,585 | $495K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.2% | 16,215 | $477K |
| Claris Advisors, LLC / Mo / | 0.16% | New | 16,014 | $471K |
| Essential Planning, LLC. | 0.17% | Add +28.5% | 15,854 | $467K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.0% | 15,808 | $465K |
| Townsquare Capital LLC | 0.04% | New | 15,557 | $458K |
| Verisail Partners, LLC | 0.19% | Add +1.2% | 15,448 | $455K |
| Warburton Capital Management, LLC | 0.26% | New | 14,549 | $445K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.2% | 15,044 | $443K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 14,962 | $440K |
| Prudent Man Investment Management, Inc. | 0.24% | No change | 14,277 | $439K |
| Meredith Wealth Planning | 0.16% | New | 14,831 | $436K |
| Hanover Advisors Inc. | 0.18% | Reduce -4.2% | 14,829 | $436K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -27.4% | 14,600 | $430K |
| Kraft Asset Management, LLC | 0.39% | Add +7.0% | 14,331 | $422K |
| GeoWealth Management, LLC | 0.02% | Reduce -67.5% | 14,309 | $421K |
| Clearstead Advisors, LLC | 0.01% | Add +1399.4% | 14,244 | $419K |
| Cypress Point Wealth Management, LLC | 0.10% | Reduce -32.2% | 14,153 | $417K |
| CW Advisors, LLC | 0.00% | Add +16.6% | 13,839 | $407K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.3% | 13,808 | $406K |
| Nwam LLC | 0.02% | No change | 13,500 | $397K |
| Wealthstream Advisors, Inc. | 0.07% | Add +0.5% | 13,286 | $391K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +21.4% | 13,184 | $388K |
| Yardley Wealth Management LLC | 0.20% | New | 12,569 | $370K |
| Partners in Financial Planning | 0.07% | New | 12,449 | $366K |
| Spire Wealth Management | 0.01% | Reduce -18.9% | 12,440 | $366K |
| Lutz Financial Services LLC | 0.03% | New | 11,818 | $348K |
| Bannerman Wealth Management Group, LLC | 0.26% | Add +7.6% | 11,725 | $345K |
| Lauterbach Financial Advisors, LLC | 0.19% | Reduce -39.6% | 11,692 | $344K |
| Tillman Hartley LLC | 0.10% | Add +0.1% | 11,664 | $343K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -53.3% | 11,412 | $336K |
| Redmont Wealth Advisors LLC | 0.48% | Add +4.7% | 11,108 | $327K |
| Voisard Asset Management Group, Inc. | 0.08% | New | 10,701 | $315K |
| Family CFO Inc | 0.16% | New | 10,643 | $313K |
| Fortitude Family Office, LLC | 0.10% | New | 10,612 | $312K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -7.6% | 10,382 | $306K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.8% | 10,368 | $305K |
| Kondo Wealth Advisors, Inc. | 0.13% | Add +5.2% | 9,926 | $300K |
| Clark Asset Management, LLC | 0.04% | New | 9,932 | $292K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 9,918 | $292K |
| Elevate Wealth Advisory, Inc. | 0.21% | Add +0.1% | 9,872 | $291K |
| Fortis Capital Management LLC | 0.04% | Add +0.5% | 9,799 | $288K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 9,500 | $280K |
| Optima Capital LLC | 0.15% | Add +0.2% | 9,339 | $275K |
| Acropolis Investment Management, LLC | 0.01% | No change | 9,118 | $268K |
| Infinity Wealth Counsel, LLC | 0.27% | Add +22.5% | 9,105 | $268K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.1% | 9,074 | $267K |
| Argyle Capital Partners, LLC | 0.22% | Add +0.6% | 8,987 | $264K |
| Narus Financial Partners, LLC | 0.08% | Reduce -22.3% | 8,753 | $258K |
| Tilia Fiduciary Partners, Inc. | 0.15% | New | 8,610 | $253K |
| DAVENPORT & Co LLC | 0.00% | New | 8,544 | $251K |
| Financial Harvest, LLC | 0.19% | New | 8,537 | $251K |
| Tudor Investment Corporation | 0.00% | New | 8,511 | $250K |
| Abacus Planning Group, Inc. | 0.04% | Add +0.0% | 8,483 | $250K |
| Aspire Private Capital, LLC | 0.06% | Add +0.0% | 8,469 | $249K |
| IFP Advisors, Inc | 0.01% | Add +1239.2% | 8,464 | $249K |
| L.K. Benson & Company, P.C. | 0.15% | Add +8.0% | 8,197 | $241K |
| Triune Financial Partners, LLC | 0.07% | New | 8,045 | $237K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Add +0.3% | 7,936 | $234K |
| Hancock Whitney Corp. | 0.00% | New | 7,886 | $232K |
| Highland Financial Advisors, LLC | 0.07% | No change | 7,771 | $229K |
| Berger Financial Group, Inc | 0.01% | Add +0.0% | 7,770 | $229K |
| Triangle Securities Wealth Management | 0.06% | New | 7,760 | $228K |
| William Mack & Associates, Inc. | 0.14% | Reduce -34.0% | 7,750 | $228K |
| Clarity Capital Advisors, LLC | 0.13% | Add +0.5% | 7,728 | $227K |
| Liberty Capital Management, Inc. | 0.04% | Reduce -83.5% | 7,547 | $222K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -3.0% | 7,498 | $221K |
| Shore Point Advisors, LLC | 0.10% | New | 7,281 | $214K |
| Kaufman Rossin Wealth, LLC | 0.13% | New | 7,175 | $211K |
| Sutton Place Investors LLC | 0.12% | New | 6,945 | $204K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,872 | $202K |
| Mills Wealth Advisors LLC | 0.09% | New | 6,808 | $200K |
| Private Trust Co. NA | 0.02% | No change | 6,540 | $192K |
| Hurley Capital, LLC | 0.13% | Add +14.3% | 6,220 | $183K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 6,125 | $180K |
| Hemington Wealth Management | 0.02% | Reduce -89.4% | 5,877 | $172K |
| UMB Bank, n.a. | 0.00% | No change | 5,771 | $170K |
| Mendota Financial Group, LLC | 0.14% | No change | 5,038 | $148K |
| Wells Fargo & Company | 0.00% | Add +80.4% | 4,972 | $146K |
| WealthShield Partners, LLC | 0.01% | Add +0.5% | 3,930 | $116K |
| LOM Asset Management Ltd | 0.03% | — | 3,500 | $103K |
| AE Wealth Management LLC | 0.00% | Add +404.1% | 3,438 | $101K |
| Signature Resources Capital Management, LLC | 0.06% | Add +3.2% | 3,094 | $91K |
| Millstone Evans Group, LLC | 0.06% | Reduce -65.0% | 2,956 | $87K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.4% | 2,948 | $87K |
| Fifth Third Bancorp | 0.00% | No change | 2,848 | $84K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 2,704 | $80K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $66K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 2,034 | $60K |
| CoreCap Advisors, LLC | 0.00% | New | 1,945 | $57K |
| Brooklyn Investment Group | 0.01% | New | 1,863 | $55K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 1,734 | $51K |
| Redwood Park Advisors LLC | 0.04% | Reduce -4.5% | 1,605 | $47K |
| Arax Advisory Partners | 0.00% | Reduce -11.1% | 1,327 | $39K |
| Comerica Bank | 0.00% | Reduce -26.3% | 1,245 | $37K |
| Bridge Generations Wealth Management LLC | 0.02% | No change | 1,110 | $33K |
| US Bancorp \de | 0.00% | No change | 1,021 | $30K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 919 | $27K |
| SJS Investment Consulting Inc. | 0.00% | No change | 900 | $26K |
| Providence Capital Advisors, LLC | 0.00% | New | 895 | $26K |
| DecisionPoint Financial, LLC | 0.01% | Add +92.7% | 790 | $24K |
| Global Retirement Partners, LLC | 0.00% | — | 797 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | Add +102.2% | 744 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $20K |
| Coston, McIsaac & Partners | 0.00% | Reduce -12.5% | 660 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 532 | $16K |
| Traub Capital Management LLC | 0.01% | — | 446 | $13K |
| Concord Wealth Partners | 0.00% | Add +0.3% | 396 | $12K |
| TruNorth Capital Management, LLC | 0.00% | No change | 372 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 368 | $11K |
| Qube Research & Technologies Ltd | 0.00% | New | 357 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -25.7% | 324 | $10K |
| Gables Capital Management Inc. | 0.00% | New | 288 | $8K |
| North Capital, Inc. | 0.01% | Reduce -50.0% | 250 | $7K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 205 | $6K |
| Robinswood Financial LLC | 0.00% | New | 193 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 155 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $4K |
| Colonial Trust Co / SC | 0.00% | Add +126.5% | 77 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 15 | $444 |
| First Command Advisory Services, Inc. | 0.00% | New | 9 | $265 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $88 |
| Maryland Capital Advisors Inc. | 0.00% | Add +100.0% | 2 | $59 |
"% 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.