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 |
| Sterling Financial Planning, Inc. | 2.81% | Add +0.9% | 280,173 | $8.9M |
| Ballentine Capital Advisors, Inc | 3.87% | Add +3.7% | 274,857 | $8.8M |
| McIlrath & Eck, LLC | 0.89% | Add +13.4% | 272,041 | $8.7M |
| TCI Wealth Advisors, Inc. | 0.51% | Add +3.7% | 265,995 | $8.5M |
| Farther Finance Advisors, LLC | 0.13% | Add +72.3% | 264,714 | $8.4M |
| Tortoise Investment Management, LLC | 0.75% | Add +1.0% | 264,068 | $8.4M |
| Aspen Capital Management, LLC | 2.11% | Add +2.8% | 260,564 | $8.3M |
| MML Investors Services, LLC | 0.02% | Add +435.9% | 250,903 | $8.0M |
| Sentinel Wealth Management, Inc. | 6.62% | Add +2.3% | 239,196 | $7.6M |
| Eq Wealth Advisors, LLC | 4.85% | Reduce -1.3% | 231,864 | $7.4M |
| Vestia Personal Wealth Advisors | 3.92% | Add +20.0% | 231,114 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +64.6% | 211,004 | $6.7M |
| Collective Family Office LLC | 1.58% | Add +1.0% | 207,057 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +3.1% | 192,046 | $6.1M |
| Pinney & Scofield, Inc. | 3.74% | Add +18.3% | 189,316 | $6.0M |
| Seven Mile Advisory | 0.97% | New | 186,570 | $5.9M |
| Moneta Group Investment Advisors LLC | 0.05% | New | 184,093 | $5.9M |
| Phillips Financial Management, LLC | 0.39% | Add +1.0% | 184,067 | $5.9M |
| Gradient Capital Advisors, LLC | 1.54% | Add +4.6% | 180,376 | $5.7M |
| Pettinga Financial Advisors LLC | 1.10% | Add +14.2% | 177,008 | $5.6M |
| Hippocratic Financial Advisors, LLC | 2.69% | Add +0.6% | 175,364 | $5.6M |
| Ancora Advisors LLC | 0.11% | Add +1.4% | 173,196 | $5.5M |
| Keyvantage Wealth, LLC | 2.31% | Add +1.4% | 173,018 | $5.5M |
| Pillar Financial Advisors, LLC | 3.38% | Add +6.6% | 169,260 | $5.4M |
| Vantage Point Financial LLC | 2.05% | Add +0.7% | 165,909 | $5.3M |
| Discipline Wealth Solutions, LLC | 1.30% | Add +8.7% | 154,980 | $4.9M |
| Marquette Asset Management, LLC | 0.75% | Reduce -0.0% | 154,870 | $4.9M |
| Burk Holdings LLC | 2.58% | Add +0.7% | 151,619 | $4.8M |
| Parkwoods Wealth Partners, LLC | 1.61% | Add +493.4% | 148,318 | $4.7M |
| American Investment Services, Inc. | 1.13% | Add +8.0% | 147,289 | $4.7M |
| Forum Financial Management, LP | 0.06% | Reduce -15.3% | 141,766 | $4.5M |
| Lantz Financial LLC | 0.98% | Add +9.2% | 139,022 | $4.4M |
| Aviance Capital Partners, LLC | 0.51% | Add +2.4% | 135,513 | $4.3M |
| Cravens & Co Advisors, LLC | 2.94% | Add +2.5% | 135,467 | $4.3M |
| Hill Investment Group Partners, LLC | 0.52% | Add +0.2% | 134,521 | $4.3M |
| Fermata Advisors, LLC | 1.07% | Reduce -2.7% | 133,057 | $4.2M |
| XY Planning Network, Inc. | 1.43% | No change | 143,039 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +356.1% | 131,593 | $4.2M |
| Strathmore Capital Advisors, Inc. | 1.70% | Add +5.7% | 130,587 | $4.2M |
| Sachem Hill LLC | 0.83% | Reduce -2.4% | 130,100 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +1.2% | 129,928 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +5.7% | 127,693 | $4.1M |
| Signet Financial Management, LLC | 0.46% | Reduce -2.3% | 124,512 | $4.0M |
| Two Sigma Investments, LP | 0.01% | New | 124,300 | $4.0M |
| Summit Wealth Group, LLC | 0.95% | Add +4.7% | 122,912 | $3.9M |
| Advisory Alpha, LLC | 0.11% | Add +8.3% | 120,971 | $3.9M |
| Client 1ST Advisory Group, LLC | 1.27% | Add +27.4% | 120,542 | $3.8M |
| Disciplined Investors, L.L.C. | 2.67% | Add +0.9% | 117,872 | $3.8M |
| McMill Wealth Management | 1.07% | Add +18.2% | 117,458 | $3.7M |
| Integrated Capital Management, Inc. | 2.59% | New | 116,747 | $3.7M |
| Melfa Wealth Management, Inc. | 2.15% | Add +8.3% | 115,333 | $3.7M |
| Quantum Financial Advisors, LLC | 0.44% | Add +0.6% | 114,549 | $3.6M |
| ABLE Financial Group, LLC | 0.78% | Reduce -6.1% | 112,687 | $3.6M |
| Quent Capital, LLC | 0.29% | Add +5.5% | 108,527 | $3.5M |
| Level Financial Advisors | 0.97% | Add +16.7% | 108,269 | $3.4M |
| McLean Asset Management Corp | 0.70% | New | 104,892 | $3.4M |
| Financial Symmetry Inc | 1.52% | Add +15.8% | 106,057 | $3.4M |
| WealthCollab, LLC | 1.54% | No change | 104,840 | $3.3M |
| BetterWealth, LLC | 0.78% | Reduce -8.6% | 103,033 | $3.3M |
| Outbound Financial Inc | 2.67% | Reduce -1.1% | 102,727 | $3.3M |
| Team Hewins, LLC | 1.10% | Reduce -3.9% | 102,594 | $3.3M |
| Factor Wealth Management LTD | 0.80% | Add +12.4% | 101,123 | $3.2M |
| Lam Group, Inc. | 1.99% | Reduce -3.7% | 100,990 | $3.2M |
| W.H. Cornerstone Investments Inc. | 1.96% | Add +2.9% | 100,844 | $3.2M |
| IFG Advisory, LLC | 0.14% | Reduce -7.4% | 100,085 | $3.2M |
| Austin Private Wealth, LLC | 0.24% | Add +7.1% | 97,333 | $3.1M |
| Squire Investment Management Company, LLC | 1.00% | Add +13.8% | 96,840 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -39.6% | 93,221 | $3.0M |
| Acorn Wealth Advisors, LLC | 0.93% | Add +54.9% | 93,137 | $3.0M |
| Oak Wealth Advisors LLC | 1.71% | Reduce -0.7% | 92,174 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -14.9% | 91,111 | $2.9M |
| SC&H Financial Advisors, Inc. | 0.47% | Reduce -14.8% | 90,626 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.1% | 90,369 | $2.9M |
| Blue Trust, Inc. | 0.03% | Add +0.2% | 90,184 | $2.9M |
| Two West Capital Advisors LLC | 1.70% | Add +4.0% | 87,758 | $2.8M |
| Advyzon Investment Management, LLC | 0.48% | Add +14.5% | 88,541 | $2.8M |
| Nkcfo LLC | 0.85% | New | 88,450 | $2.8M |
| Bluespring Wealth Management, LLC | 0.24% | Reduce -2.5% | 87,732 | $2.8M |
| Burton Enright Welch | 0.42% | Add +0.9% | 86,828 | $2.8M |
| CSS LLC | 0.48% | Add +99.6% | 85,740 | $2.7M |
| Tru Independence Asset Management 2, LLC | 1.79% | Reduce -11.3% | 85,603 | $2.7M |
| Vannoy Advisory Group, Inc. | 1.77% | Add +0.9% | 85,139 | $2.7M |
| Atlantic Union Bankshares Corp | 0.05% | Add +10.0% | 81,997 | $2.6M |
| Alpha Advisors, LLC | 1.96% | Add +29.6% | 81,991 | $2.6M |
| Corus Family Wealth Advisors | 1.87% | Add +1.3% | 79,911 | $2.5M |
| Northwest Wealth Management, LLC | 0.42% | Add +11.2% | 79,373 | $2.5M |
| Rehmann Capital Advisory Group | 0.14% | Add +7.3% | 77,569 | $2.5M |
| Roberts Glore & Co. Inc. | 0.66% | Reduce -2.4% | 75,823 | $2.4M |
| Vance Wealth, LLC | 0.74% | Add +7.8% | 75,710 | $2.4M |
| Strategic Investment Solutions, Inc. | 0.63% | Reduce -14.6% | 74,852 | $2.4M |
| V2 Financial group LLC | 1.31% | Add +4.1% | 74,522 | $2.4M |
| Legacy Financial Group, Inc. | 0.65% | Add +0.9% | 74,034 | $2.4M |
| Evensky & Katz LLC | 0.13% | Add +0.2% | 72,275 | $2.3M |
| Ruedi Wealth Management, Inc. | 0.64% | Add +6.1% | 72,094 | $2.3M |
| Brady Martz Wealth Solutions, LLC | 0.42% | Add +5.1% | 71,830 | $2.3M |
| Nalls Sherbakoff Group, LLC | 1.52% | Add +7.6% | 70,613 | $2.2M |
| Lindenwold Advisors, INC | 1.06% | Add +51.7% | 70,465 | $2.2M |
| &partners | 0.01% | New | 57,823 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +1.4% | 69,246 | $2.2M |
| MAI Capital Management | 0.01% | Add +0.9% | 66,373 | $2.1M |
| Gibraltar Capital Management, Inc. | 0.38% | Add +9.8% | 66,110 | $2.1M |
| Quarry Hill Advisors, LLC | 1.07% | Reduce -0.9% | 65,460 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 65,378 | $2.1M |
| Emprise Bank | 0.89% | Add +0.1% | 64,685 | $2.1M |
| True Wealth Design, LLC | 0.62% | Reduce -0.5% | 63,643 | $2.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -0.5% | 63,590 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.1% | 63,423 | $2.0M |
| FineMark National Bank & Trust | 0.07% | Add +22.3% | 63,240 | $2.0M |
| Grant Private Wealth Management Inc | 1.22% | New | 62,031 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.77% | Reduce -2.8% | 61,742 | $2.0M |
| Mission Wealth Management, LP | 0.04% | Reduce -10.0% | 59,434 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -36.7% | 58,713 | $1.9M |
| Aire Advisors, LLC | 0.34% | Reduce -1.0% | 58,711 | $1.9M |
| SageView Advisory Group, LLC | 0.06% | Add +0.3% | 58,270 | $1.9M |
| Aegis Wealth Management LLC | 0.95% | Reduce -5.8% | 55,937 | $1.8M |
| Dopkins Wealth Management, LLC | 0.75% | Reduce -0.7% | 55,880 | $1.8M |
| Meritas Wealth Management, LLC | 0.82% | Add +2.2% | 51,706 | $1.6M |
| Daner Wealth Management, LLC | 1.04% | Reduce -3.4% | 51,302 | $1.6M |
| Aerodigm Wealth, LLC | 0.66% | No change | 48,836 | $1.6M |
| Quadcap Wealth Management, LLC | 0.18% | Reduce -0.6% | 48,297 | $1.5M |
| Willow Creek Wealth Management Inc. | 0.13% | Add +16.9% | 48,267 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.16% | No change | 48,134 | $1.5M |
| Mustard Seed Financial, LLC | 0.98% | Add +6.6% | 47,824 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +18.5% | 47,661 | $1.5M |
| Bayshore Asset Management, LLC | 0.65% | Add +3.7% | 47,539 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +12.0% | 47,140 | $1.5M |
| Waterway Wealth Management, LLC | 0.36% | Reduce -90.5% | 47,083 | $1.5M |
| BIP Wealth, LLC | 0.07% | Add +132.2% | 47,071 | $1.5M |
| Gemmer Asset Management LLC | 0.12% | Add +0.5% | 46,914 | $1.5M |
| Rockwood Wealth Management, LLC | 0.12% | Add +16.2% | 46,732 | $1.5M |
| Austin Asset Management Co Inc | 0.28% | No change | 46,223 | $1.5M |
| Citigroup Inc. | 0.00% | Add +9.7% | 45,992 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.3% | 45,248 | $1.4M |
| HFG Advisors, Inc. | 1.06% | Add +2.4% | 44,944 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +224.7% | 44,835 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -15.1% | 44,400 | $1.4M |
| CPA Asset Management Group, LLC | 0.54% | Reduce -3.9% | 44,057 | $1.4M |
| Triad Wealth Partners, LLC | 0.18% | Add +10.7% | 43,942 | $1.4M |
| Investmark Advisory Group LLC | 0.59% | Add +1.3% | 42,959 | $1.4M |
| Grove Street Fiduciary, LLC | 0.65% | Reduce -1.9% | 42,923 | $1.4M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.65% | No change | 42,341 | $1.3M |
| Earned Wealth Advisors, LLC | 0.22% | Add +4.3% | 41,853 | $1.3M |
| Fiduciary Financial Group, LLC | 0.21% | Add +16.9% | 41,382 | $1.3M |
| UBS Group AG | 0.00% | Reduce -23.2% | 41,196 | $1.3M |
| Cloud Capital Management, LLC | 0.69% | Add +10.3% | 40,975 | $1.3M |
| Wedmont Private Capital | 0.05% | Add +0.3% | 40,713 | $1.3M |
| Boston Partners | 0.00% | New | 40,539 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.55% | Add +1.8% | 40,108 | $1.3M |
| Founders Financial Securities LLC | 0.09% | Add +117.9% | 39,471 | $1.3M |
| Wealth Preservation Advisors, LLC | 0.72% | Reduce -11.0% | 38,989 | $1.2M |
| Revolve Wealth Partners, LLC | 0.15% | Reduce -3.2% | 38,886 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +108.6% | 38,583 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.27% | New | 38,192 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.43% | Add +10.4% | 37,731 | $1.2M |
| Wealth Management Nebraska | 0.14% | New | 37,663 | $1.2M |
| Pacific Asset Management, LLC | 0.80% | Add +0.8% | 36,824 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.48% | No change | 36,202 | $1.2M |
| Morton Brown Family Wealth, LLC | 0.33% | No change | 36,195 | $1.2M |
| HMV Wealth Advisors, LLC | 0.63% | Add +2.9% | 35,905 | $1.1M |
| Clear Harbor Asset Management, LLC | 0.08% | Add +24.2% | 35,900 | $1.1M |
| Oder Investment Management, LLC | 0.81% | Add +3.4% | 35,408 | $1.1M |
| Great Oak Capital Partners, LLC | 0.29% | Add +2.2% | 34,467 | $1.1M |
| MB Generational Wealth, LLC | 0.67% | — | 33,328 | $1.1M |
| Diversified Trust Co. | 0.02% | No change | 33,246 | $1.1M |
| Cambridge Financial Group, LLC | 0.34% | Reduce -4.0% | 33,086 | $1.1M |
| Curio Wealth, LLC | 0.42% | Reduce -13.6% | 32,467 | $1.0M |
| Flagstone Financial Management | 0.27% | No change | 32,265 | $1.0M |
| Sprinkle Financial Consultants LLC | 0.57% | Add +5.7% | 32,238 | $1.0M |
| Fiduciary Alliance LLC | 0.07% | Add +3.2% | 32,183 | $1.0M |
| AQR Capital Management | 0.00% | New | 31,809 | $1.0M |
| GEN Financial Management, INC. | 0.87% | Reduce -3.4% | 31,589 | $1.0M |
| GEM Asset Management, LLC | 0.47% | Add +4.7% | 30,799 | $984K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +7.0% | 30,851 | $982K |
| Brookstone Capital Management | 0.01% | Add +44.4% | 29,916 | $953K |
| Medallion Wealth Advisors, LLC | 0.34% | Reduce -1.1% | 29,761 | $948K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +16.1% | 29,482 | $939K |
| Riverchase Wealth Management, LLC | 0.51% | No change | 28,142 | $896K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +4.1% | 28,011 | $892K |
| Kathleen S. Wright Associates Inc. | 0.33% | Add +4.4% | 27,919 | $889K |
| McClarren Financial Advisors, Inc. | 0.54% | Reduce -43.3% | 15,348 | $883K |
| FMB Wealth Management | 0.37% | Add +1.1% | 27,715 | $882K |
| Foster Group, Inc. | 0.03% | Reduce -3.1% | 27,616 | $879K |
| Ariadne Wealth Management, LP | 0.39% | Add +0.0% | 27,743 | $872K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.0% | 27,343 | $871K |
| TCFG Wealth Management, LLC | 0.34% | Reduce -7.3% | 26,960 | $858K |
| RAM Investment Partners, LLC | 0.16% | Add +42.0% | 26,078 | $830K |
| C M Bidwell & Associates Ltd. | 0.40% | Reduce -5.1% | 26,064 | $830K |
| Disciplined Investments, LLC | 0.33% | Reduce -3.7% | 25,757 | $820K |
| Lodestone Wealth Management LLC | 0.36% | Add +4.1% | 25,320 | $806K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.0% | 25,194 | $802K |
| Builder Investment Group Inc. | 0.18% | Add +10.9% | 25,090 | $799K |
| REDW Wealth LLC | 0.30% | Reduce -13.6% | 24,804 | $790K |
| Cary Street Partners Financial LLC | 0.02% | Add +7.6% | 24,447 | $778K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.0% | 24,251 | $772K |
| Pine Harbor Wealth Management, LLC | 0.25% | Reduce -3.3% | 24,214 | $771K |
| Apella Capital, LLC | 0.02% | Add +1.2% | 24,747 | $769K |
| Stratos Investment Management, LLC | 0.03% | Reduce -47.6% | 24,132 | $768K |
| Compass Ion Advisors, LLC | 0.07% | Add +15.5% | 23,793 | $758K |
| Morgan Stanley | 0.00% | Add +12.3% | 23,450 | $747K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 23,312 | $742K |
| CVA Family Office, LLC | 0.10% | Reduce -5.0% | 23,277 | $741K |
| Merit Financial Group, LLC | 0.01% | Reduce -25.5% | 23,271 | $741K |
| Valued Wealth Advisors LLC | 0.34% | Add +0.0% | 23,256 | $740K |
| Golden Bell Financial Planning LLC | 0.64% | Add +6.6% | 23,173 | $738K |
| Higgins & Schmidt Wealth Strategies LLC | 0.37% | No change | 23,077 | $735K |
| Vista Capital Partners, Inc. | 0.07% | Reduce -0.8% | 23,021 | $733K |
| DBK Financial Counsel, LLC | 0.61% | Add +30.7% | 22,941 | $730K |
| Mullaney, Keating & Wright, Inc. | 0.40% | Add +2.9% | 22,886 | $729K |
| WorthPointe, LLC | 0.27% | New | 22,783 | $725K |
| Vise Technologies, Inc. | 0.03% | New | 22,334 | $711K |
| Shearwater Capital LLC | 0.42% | Add +10.9% | 22,189 | $706K |
| CLG LLC | 0.19% | Reduce -2.2% | 22,015 | $701K |
| Friday Financial | 0.29% | Add +3.4% | 21,462 | $683K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +56.9% | 20,679 | $658K |
| Hutchens & Kramer Investment Management Group, LLC | 0.26% | No change | 20,427 | $650K |
| Avondale Wealth Management | 0.34% | No change | 20,327 | $647K |
| Peirce Capital Management, LLC | 0.26% | No change | 19,933 | $635K |
| CarsonAllaria Wealth Management, Ltd. | 0.33% | Reduce -2.5% | 19,781 | $630K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Add +0.3% | 19,583 | $624K |
| Physician Wealth Advisors, Inc. | 0.09% | Reduce -8.3% | 19,544 | $622K |
| Flputnam Investment Management Co. | 0.01% | Reduce -17.4% | 19,491 | $621K |
| JDH Wealth Management, LLC | 0.43% | No change | 19,182 | $611K |
| Compass Capital Corp. /Ma/ | 0.27% | Reduce -49.2% | 19,232 | $610K |
| Astra Wealth Partners LLC | 0.42% | Reduce -0.2% | 19,123 | $609K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.2% | 19,082 | $608K |
| Fort Vancouver Investment Management, LLC | 0.33% | No change | 18,841 | $600K |
| Warburton Capital Management, LLC | 0.35% | Add +26.3% | 18,375 | $588K |
| Aurelius Family Office LLC | 0.26% | Reduce -0.0% | 18,174 | $579K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.2% | 18,153 | $578K |
| Andrews, Lucia Wealth Management LLC | 0.34% | Add +0.1% | 17,891 | $570K |
| Lazari Capital Management, Inc. | 0.19% | Reduce -17.5% | 17,483 | $557K |
| Bank of New York Mellon Corp | 0.00% | New | 17,197 | $548K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.4% | 17,120 | $545K |
| Austin Wealth Management, LLC | 0.08% | Add +3.2% | 17,116 | $541K |
| IFP Advisors, Inc | 0.01% | Add +95.8% | 16,569 | $528K |
| Greenspring Advisors, LLC | 0.09% | — | 16,491 | $525K |
| Hanover Advisors Inc. | 0.20% | Add +10.6% | 16,405 | $522K |
| Tandem Financial, LLC | 0.19% | New | 16,358 | $521K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 16,190 | $515K |
| Two Sigma Securities, LLC | 0.08% | New | 16,160 | $515K |
| Verisail Partners, LLC | 0.22% | Add +4.3% | 16,113 | $513K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 15,861 | $505K |
| Essential Planning, LLC. | 0.17% | No change | 15,854 | $505K |
| 25 LLC | 0.17% | Reduce -10.4% | 15,645 | $498K |
| Johnson Wealth Management, LLC | 0.27% | — | 15,330 | $488K |
| GeoWealth Management, LLC | 0.02% | Add +5.1% | 15,042 | $479K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.3% | 15,001 | $478K |
| Meredith Wealth Planning | 0.15% | Add +0.5% | 14,897 | $474K |
| Claris Advisors, LLC / Mo / | 0.16% | No change | 16,014 | $471K |
| AlphaCore Capital LLC | 0.02% | Reduce -32.5% | 14,497 | $462K |
| XTX Topco Ltd | 0.02% | New | 14,478 | $461K |
| Clearstead Advisors, LLC | 0.01% | Add +0.0% | 14,249 | $454K |
| Cypress Point Wealth Management, LLC | 0.09% | No change | 14,153 | $451K |
| Spire Wealth Management | 0.02% | Add +12.1% | 13,939 | $444K |
| Prudent Man Investment Management, Inc. | 0.24% | Reduce -0.3% | 14,236 | $438K |
| Nwam LLC | 0.02% | No change | 13,500 | $430K |
| L.K. Benson & Company, P.C. | 0.23% | Add +64.2% | 13,461 | $429K |
| Wealthstream Advisors, Inc. | 0.06% | Add +0.4% | 13,345 | $425K |
| Redmont Wealth Advisors LLC | 0.59% | Add +19.0% | 13,215 | $421K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +10.8% | 12,952 | $412K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -12.1% | 12,829 | $408K |
| Yardley Wealth Management LLC | 0.22% | No change | 12,569 | $400K |
| Partners in Financial Planning | 0.07% | Add +0.4% | 12,504 | $398K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -39.9% | 12,200 | $388K |
| Lutz Financial Services LLC | 0.03% | Reduce -0.0% | 11,816 | $376K |
| Tillman Hartley LLC | 0.10% | No change | 11,664 | $371K |
| Global Trust Asset Management, LLC | 0.17% | Add +1.8% | 11,612 | $370K |
| Argyle Capital Partners, LLC | 0.25% | Add +23.3% | 11,085 | $353K |
| Financial Harvest, LLC | 0.23% | Add +26.9% | 10,831 | $345K |
| Voisard Asset Management Group, Inc. | 0.08% | Add +0.2% | 10,721 | $341K |
| Family CFO Inc | 0.16% | No change | 10,643 | $339K |
| Fortitude Family Office, LLC | 0.09% | Reduce -2.2% | 10,383 | $331K |
| Arkadios Wealth Advisors | 0.01% | No change | 10,368 | $330K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -3.3% | 10,040 | $320K |
| Elevate Wealth Advisory, Inc. | 0.23% | Add +0.8% | 9,950 | $317K |
| Clark Asset Management, LLC | 0.04% | No change | 9,932 | $316K |
| Kondo Wealth Advisors, Inc. | 0.13% | No change | 9,926 | $316K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.0% | 9,819 | $313K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +0.4% | 9,542 | $304K |
| Narus Financial Partners, LLC | 0.08% | Add +8.6% | 9,504 | $303K |
| Optima Capital LLC | 0.14% | Add +0.2% | 9,360 | $298K |
| Infinity Wealth Counsel, LLC | 0.28% | Add +1.1% | 9,205 | $293K |
| Fortis Capital Management LLC | 0.04% | Reduce -6.8% | 9,129 | $291K |
| Aspire Private Capital, LLC | 0.06% | Add +2.3% | 8,666 | $276K |
| Savvy Advisors, Inc. | 0.01% | Reduce -4.7% | 8,646 | $275K |
| First Financial Group Corp | 0.24% | New | 8,621 | $274K |
| Liberty Capital Management, Inc. | 0.05% | Add +13.9% | 8,600 | $274K |
| DAVENPORT & Co LLC | 0.00% | No change | 8,544 | $272K |
| Hancock Whitney Corp. | 0.00% | Add +7.9% | 8,509 | $271K |
| Abacus Planning Group, Inc. | 0.04% | No change | 8,483 | $270K |
| Triangle Securities Wealth Management | 0.06% | Add +9.0% | 8,459 | $269K |
| HRT Financial LP | 0.00% | New | 8,478 | $269K |
| Acropolis Investment Management, LLC | 0.01% | No change | 9,118 | $268K |
| Triune Financial Partners, LLC | 0.06% | No change | 8,045 | $256K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.7% | 8,019 | $255K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Add +0.3% | 7,958 | $253K |
| Clarity Capital Advisors, LLC | 0.13% | Add +0.5% | 7,763 | $247K |
| William Mack & Associates, Inc. | 0.13% | No change | 7,750 | $247K |
| Berger Financial Group, Inc | 0.01% | Reduce -1.1% | 7,681 | $245K |
| Tilia Fiduciary Partners, Inc. | 0.14% | Reduce -14.0% | 7,405 | $236K |
| Shore Point Advisors, LLC | 0.10% | Add +1.1% | 7,361 | $234K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -2.4% | 7,320 | $233K |
| Kaufman Rossin Wealth, LLC | 0.13% | No change | 7,175 | $228K |
| Sutton Place Investors LLC | 0.13% | No change | 6,945 | $221K |
| Mills Wealth Advisors LLC | 0.09% | Add +0.2% | 6,822 | $218K |
| Simplicity Wealth,LLC | 0.01% | New | 6,811 | $217K |
| Rockbridge Investment Management, LCC | 0.02% | New | 6,747 | $215K |
| Hurley Capital, LLC | 0.12% | Add +8.3% | 6,739 | $215K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 6,593 | $210K |
| Altiora Financial Group, LLC | 0.04% | Reduce -88.5% | 6,582 | $210K |
| Private Trust Co. NA | 0.02% | No change | 6,540 | $208K |
| Fortress Wealth Management, Inc. | 0.09% | New | 6,393 | $204K |
| AE Wealth Management LLC | 0.00% | Add +69.9% | 5,842 | $186K |
| UMB Bank, n.a. | 0.00% | No change | 5,771 | $184K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -6.2% | 5,743 | $183K |
| Hemington Wealth Management | 0.02% | Reduce -5.7% | 5,541 | $176K |
| Strategic Wealth Partners, Ltd. | 0.01% | New | 4,599 | $146K |
| Mendota Financial Group, LLC | 0.10% | Reduce -17.7% | 4,145 | $132K |
| WealthShield Partners, LLC | 0.01% | Add +0.5% | 3,948 | $126K |
| LOM Asset Management Ltd | 0.03% | No change | 3,500 | $111K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 3,094 | $99K |
| Fifth Third Bancorp | 0.00% | No change | 2,848 | $91K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 2,704 | $86K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $72K |
| Seneschal Advisors, LLC | 0.05% | New | 2,048 | $65K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 2,034 | $65K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,945 | $62K |
| Millstone Evans Group, LLC | 0.04% | Reduce -38.8% | 1,809 | $58K |
| Morris Financial Concepts, Inc. | 0.02% | Add +2.9% | 1,784 | $57K |
| Oakworth Capital, Inc. | 0.00% | New | 1,759 | $56K |
| DecisionPoint Financial, LLC | 0.01% | Add +104.7% | 1,617 | $52K |
| Redwood Park Advisors LLC | 0.03% | Reduce -11.9% | 1,414 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -56.3% | 1,287 | $41K |
| Comerica Bank | 0.00% | Reduce -2.3% | 1,216 | $39K |
| Bridge Generations Wealth Management LLC | 0.02% | No change | 1,110 | $35K |
| US Bancorp \de | 0.00% | No change | 1,021 | $33K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 923 | $29K |
| SJS Investment Consulting Inc. | 0.00% | No change | 900 | $29K |
| Providence Capital Advisors, LLC | 0.00% | No change | 895 | $28K |
| Wells Fargo & Company | 0.00% | Reduce -82.8% | 857 | $27K |
| Parallel Advisors, LLC | 0.00% | No change | 680 | $22K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 663 | $20K |
| Global Retirement Partners, LLC | 0.00% | Reduce -26.5% | 586 | $19K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.6% | 535 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -41.4% | 436 | $14K |
| Sunbelt Securities, Inc. | 0.00% | New | 415 | $13K |
| Concord Wealth Partners | 0.00% | Add +0.5% | 398 | $13K |
| TruNorth Capital Management, LLC | 0.00% | No change | 372 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 324 | $10K |
| Gables Capital Management Inc. | 0.00% | No change | 288 | $9K |
| North Capital, Inc. | 0.01% | Add +0.4% | 251 | $8K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +0.5% | 206 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 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% | No change | 77 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -79.5% | 73 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 44 | $1K |
| Operose Advisors LLC | 0.00% | New | 33 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 15 | $482 |
| Bogart Wealth, LLC | 0.00% | No change | 3 | $96 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 2 | $64 |
"% 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.