Dimensional US Small Cap ValDFSVETF
13F holders, Q3 2025 (September 30)462holders +14
32new positions
14sold out
3famous investors
$31.85avg. 13F price*
At the end of Q3 2025, 462 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 14 from Q2 2025. 32 opened new positions and 14 sold out. The largest holders were Savant Capital, LLC ($423.3M), Mather Group, Llc. ($207.3M) and JMG Financial Group, Ltd. ($178.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Dimensional US Small Cap Val
- CUSIP
- 25434V815
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $139.7M |
| Exits | 14 | $9.6M |
All 13F filers, Q2 2025 → Q3 2025: 15,140,927 shares bought and 4,197,301 shares sold, net +10,943,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| Savant Capital, LLC | 2.57% | Add +13.8% | 13,293,613 | $423.3M |
| Mather Group, Llc. | 2.09% | Add +0.8% | 6,510,973 | $207.3M |
| JMG Financial Group, Ltd. | 5.09% | Add +3.4% | 5,613,124 | $178.7M |
| Corient Private Wealth LP | 0.26% | Reduce -11.3% | 5,143,179 | $163.8M |
| Focus Partners Wealth | 0.18% | Add +13.4% | 3,582,797 | $114.3M |
| Cerity Partners LLC | 0.18% | Add +13.9% | 3,458,191 | $110.1M |
| Ritholtz Wealth Management | 2.14% | Add +7.4% | 3,449,699 | $109.8M |
| Pathstone Holdings, LLC | 0.33% | Add +1.0% | 2,730,548 | $86.9M |
| Modera Wealth Management, LLC | 0.94% | Add +3.3% | 2,539,420 | $80.9M |
| Index Fund Advisors, Inc. | 3.75% | Add +11.1% | 2,427,771 | $77.3M |
| Coldstream Capital Management Inc. | 0.97% | Add +70.2% | 2,259,928 | $72.0M |
| Cetera Investment Advisers | 0.08% | New | 2,089,903 | $66.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +63.0% | 2,020,335 | $64.3M |
| Creative Planning | 0.05% | Add +42.3% | 1,981,127 | $63.1M |
| Arista Wealth Management, LLC | 7.82% | Add +6.5% | 1,972,858 | $62.8M |
| Raymond James Financial Inc. | 0.02% | Add +19.7% | 1,772,752 | $56.4M |
| Exencial Wealth Advisors, LLC | 1.68% | Add +14.5% | 1,617,452 | $51.5M |
| LPL Financial LLC | 0.01% | Add +5.3% | 1,552,465 | $49.4M |
| Focus Partners Advisor Solutions, LLC | 0.55% | Reduce -8.1% | 1,524,023 | $48.5M |
| Bank of America Corp. | 0.00% | Add +3.9% | 1,457,899 | $46.4M |
| DiNuzzo Private Wealth, Inc. | 4.99% | Add +1.8% | 1,359,377 | $44.0M |
| Vestmark Advisory Solutions, Inc. | 0.84% | Reduce -48.4% | 1,378,430 | $43.9M |
| Truepoint, Inc. | 1.00% | Reduce -1.7% | 1,351,026 | $43.0M |
| Beacon Pointe Advisors, LLC | 0.30% | Add +433.3% | 1,113,302 | $35.4M |
| Mosaic Family Wealth Partners, LLC | 3.76% | Add +4.3% | 1,005,881 | $32.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +11.6% | 1,000,208 | $31.9M |
| Osaic Holdings, Inc. | 0.04% | Add +9.8% | 962,298 | $31.0M |
| Evanson Asset Management, LLC | 1.71% | Add +4.6% | 952,699 | $30.3M |
| Stordahl Capital Management, Inc. | 6.17% | Add +2.9% | 922,893 | $29.4M |
| Jackson Thornton Wealth Management, LLC | 2.95% | Reduce -0.1% | 907,100 | $29.1M |
| Bank of Montreal | 0.01% | Add +9.0% | 908,165 | $28.9M |
| HighTower Advisors, LLC | 0.03% | Add +5.1% | 879,951 | $28.0M |
| Root Financial Partners, LLC | 1.72% | Add +12.0% | 876,671 | $27.9M |
| Leading Edge Financial Planning LLC | 6.83% | Add +4.9% | 854,981 | $27.2M |
| United Wealth Management, LLC | 7.38% | Add +1.0% | 851,923 | $27.1M |
| Seaside Wealth Management, Inc. | 7.98% | Add +1.5% | 845,116 | $26.9M |
| von Borstel & Associates, Inc. | 3.98% | Reduce -0.5% | 821,691 | $25.9M |
| Hassell Wealth Management, LLC | 8.25% | Add +2.3% | 746,535 | $23.8M |
| NewEdge Advisors, LLC | 0.11% | Reduce -11.8% | 727,889 | $23.2M |
| Mach-1 Financial Group, LLC | 3.64% | New | 715,559 | $22.8M |
| Integrity Advisory Solutions, LLC | 3.64% | — | 715,559 | $22.8M |
| Safeguard Investment Advisory Group, LLC | 5.45% | Reduce -7.3% | 690,490 | $22.0M |
| Northern Trust Corp. | 0.00% | Reduce -13.8% | 661,506 | $21.1M |
| Rather & Kittrell, Inc. | 3.61% | Add +11.1% | 647,601 | $20.6M |
| Integrity Alliance, Llc. | 0.96% | Add +3.3% | 636,703 | $20.3M |
| Retirement Solution LLC | 4.83% | Add +0.8% | 635,916 | $20.2M |
| Zhang Financial LLC | 0.81% | Reduce 0.0% | 628,875 | $20.0M |
| Diversified Portfolios, Inc. | 1.66% | Add +11.1% | 592,314 | $18.9M |
| Integris Wealth Management, LLC | 4.45% | Add +2.6% | 574,946 | $18.3M |
| Equita Financial Network, Inc. | 6.02% | Reduce -32.3% | 559,696 | $17.8M |
| Park Avenue Securities LLC | 0.14% | Add +495.8% | 558,712 | $17.8M |
| Krilogy Financial LLC | 0.66% | Add +7.2% | 556,533 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -30.0% | 544,973 | $17.4M |
| Chicago Partners Investment Group LLC | 0.45% | Add +5.7% | 542,265 | $17.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 531,668 | $16.9M |
| Total Wealth Planning, LLC | 1.88% | Add +2.4% | 510,370 | $16.3M |
| Wealth Advisors Northwest LLC | 7.73% | Reduce -2.0% | 502,244 | $16.0M |
| Wealth Dimensions Group, Ltd. | 3.28% | Add +9.7% | 500,653 | $15.9M |
| Alpha Financial Advisors, LLC | 5.57% | Add +4.9% | 496,998 | $15.8M |
| OneDigital Investment Advisors LLC | 0.16% | Add +7.1% | 485,385 | $15.5M |
| Geneos Wealth Management Inc. | 0.39% | Reduce -0.1% | 483,817 | $15.4M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -0.1% | 481,236 | $15.3M |
| Grunden Financial Advisory, Inc. | 5.86% | Add +9.0% | 452,353 | $14.4M |
| Perigon Wealth Management, LLC | 0.29% | Add +4.0% | 440,885 | $14.0M |
| Trust Co of the South | 2.33% | Add +2.6% | 440,344 | $14.0M |
| Well Done, LLC | 2.38% | Add +0.5% | 439,551 | $14.0M |
| Allworth Financial LP | 0.06% | Reduce -3.2% | 438,204 | $14.0M |
| Physician Wealth Solutions Inc. | 6.04% | Reduce -0.3% | 434,313 | $13.8M |
| Betterment LLC | 0.03% | Add +6.7% | 426,285 | $13.6M |
| Avantax Planning Partners, Inc. | 0.38% | Reduce -1.9% | 420,357 | $13.4M |
| Clarity Wealth Development LLC | 11.62% | Add +6.1% | 403,900 | $12.9M |
| Timonier Family Office, LTD. | 4.20% | Add +11.8% | 402,346 | $12.8M |
| Oceanside Advisors LLC | 8.00% | Add +1.3% | 402,287 | $12.8M |
| Private Wealth Management Group, LLC | 3.45% | Reduce -2.8% | 393,352 | $12.5M |
| Cardiff Park Advisors, LLC | 0.96% | Reduce -0.5% | 392,049 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Add +15.5% | 390,715 | $12.4M |
| Greenline Partners, LLC | 1.50% | Add +2.0% | 386,604 | $12.3M |
| Mariner, LLC | 0.01% | Add +1.0% | 365,135 | $11.6M |
| Tobias Financial Advisors, Inc. | 1.76% | Add +25.2% | 363,976 | $11.6M |
| Navigoe, LLC | 7.20% | Add +9.3% | 354,071 | $11.3M |
| Scratch Capital LLC | 7.37% | Add +7.8% | 350,953 | $11.2M |
| RFG Advisory, LLC | 0.23% | Add +3.7% | 342,589 | $10.9M |
| My Personal CFO, LLC | 4.11% | New | 333,662 | $10.6M |
| Foundation Wealth Management, LLC\PA | 4.11% | Add +28.6% | 333,662 | $10.6M |
| Keb Asset Management, LLC | 2.37% | Add +0.1% | 332,441 | $10.6M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +5.3% | 330,848 | $10.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.79% | No change | 328,564 | $10.5M |
| Pinnacle Associates Ltd. | 0.14% | No change | 328,564 | $10.5M |
| Avant Financial Advisors LLC | 7.84% | Add +5.0% | 326,860 | $10.4M |
| Freedom Investment Management, Inc. | 2.66% | Reduce -7.2% | 316,121 | $10.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.0% | 315,731 | $10.1M |
| AdvisorNet Financial, Inc | 0.57% | Add +1.4% | 314,894 | $10.0M |
| RCS Financial Planning, LLC | 4.36% | Add +1.0% | 308,912 | $9.8M |
| Abel Hall, LLC | 3.95% | Add +9.7% | 307,219 | $9.8M |
| PBMares Wealth Management LLC | 1.57% | Add +19.5% | 304,992 | $9.7M |
| Financial Architects, LLC | 5.51% | Add +2.2% | 304,365 | $9.7M |
| Plancorp, LLC | 0.30% | Add +5.9% | 304,225 | $9.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +4.5% | 299,431 | $9.5M |
| BOS Asset Management, LLC | 2.67% | Add +2.9% | 295,955 | $9.4M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +5.9% | 286,787 | $9.1M |
"% 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.