Dimensional US Small Cap ValDFSVETF
13F holders, Q4 2025 (December 31)524holders +62
36new positions
19sold out
4famous investors
$32.96avg. 13F price*
At the end of Q4 2025, 524 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 62 from Q3 2025. 36 opened new positions and 19 sold out. The largest holders were Savant Capital, LLC ($529.0M), Corient Private Wealth LP ($240.0M) and Mather Group, Llc. ($217.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $58.1M |
| Exits | 19 | $56.9M |
All 13F filers, Q3 2025 → Q4 2025: 16,199,935 shares bought and 3,622,915 shares sold, net +12,577,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 524 holders
| Savant Capital, LLC | 3.01% | Add +21.0% | 16,083,198 | $529.0M |
| Corient Private Wealth LP | 0.33% | Add +41.9% | 7,298,072 | $240.0M |
| Mather Group, Llc. | 2.24% | Add +1.6% | 6,616,180 | $217.6M |
| JMG Financial Group, Ltd. | 5.39% | Add +3.9% | 5,832,420 | $191.8M |
| Focus Partners Wealth | 0.16% | Add +20.3% | 4,310,926 | $141.8M |
| Cerity Partners LLC | 0.18% | Add +10.1% | 3,806,878 | $125.2M |
| Ritholtz Wealth Management | 2.17% | Add +4.9% | 3,618,411 | $119.0M |
| Pathstone Holdings, LLC | 0.35% | Add +1.8% | 2,778,524 | $91.4M |
| Modera Wealth Management, LLC | 1.01% | Add +4.8% | 2,660,446 | $87.5M |
| Index Fund Advisors, Inc. | 3.95% | Add +5.3% | 2,556,867 | $84.1M |
| Cetera Investment Advisers | 0.09% | Add +15.3% | 2,410,340 | $79.3M |
| Coldstream Capital Management Inc. | 0.94% | Reduce -2.9% | 2,194,002 | $72.2M |
| LPL Financial LLC | 0.02% | Add +35.9% | 2,109,965 | $69.4M |
| Creative Planning | 0.05% | Add +5.4% | 2,087,584 | $68.7M |
| Arista Wealth Management, LLC | 8.41% | Add +5.4% | 2,079,167 | $68.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.6% | 2,073,356 | $68.2M |
| Exencial Wealth Advisors, LLC | 2.15% | Add +27.7% | 2,066,098 | $68.0M |
| Focus Partners Advisor Solutions, LLC | 0.78% | Add +26.7% | 1,930,943 | $63.5M |
| Raymond James Financial Inc. | 0.02% | Add +4.7% | 1,856,193 | $61.1M |
| Bank of America Corp. | 0.00% | Add +7.7% | 1,570,108 | $51.6M |
| EP Wealth Advisors, LLC | 0.26% | — | 1,538,016 | $50.6M |
| Vestmark Advisory Solutions, Inc. | 0.64% | Add +4.0% | 1,434,271 | $47.2M |
| DiNuzzo Private Wealth, Inc. | 4.84% | Reduce -0.6% | 1,351,902 | $44.5M |
| Truepoint, Inc. | 0.99% | Reduce -1.0% | 1,337,204 | $44.0M |
| Evanson Asset Management, LLC | 1.82% | Add +7.8% | 1,027,169 | $33.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.0% | 980,120 | $33.5M |
| Mosaic Family Wealth Partners, LLC | 3.55% | Reduce -2.2% | 984,078 | $32.4M |
| Osaic Holdings, Inc. | 0.05% | Add +0.1% | 963,563 | $31.7M |
| Bank of Montreal | 0.01% | Add +5.1% | 954,243 | $31.4M |
| Jackson Thornton Wealth Management, LLC | 2.92% | Reduce -0.5% | 903,036 | $30.9M |
| Stordahl Capital Management, Inc. | 6.30% | Add +0.9% | 931,205 | $30.6M |
| Leading Edge Financial Planning LLC | 6.92% | Add +8.1% | 923,964 | $30.4M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -18.0% | 912,614 | $30.0M |
| Seaside Wealth Management, Inc. | 8.33% | Add +5.0% | 887,728 | $29.2M |
| United Wealth Management, LLC | 7.52% | Add +3.8% | 883,949 | $29.1M |
| HighTower Advisors, LLC | 0.03% | Add +0.1% | 881,077 | $29.0M |
| von Borstel & Associates, Inc. | 6.46% | Add +1.9% | 837,440 | $27.5M |
| Hassell Wealth Management, LLC | 8.78% | Add +0.7% | 751,660 | $26.2M |
| Integrity Advisory Solutions, LLC | 3.77% | Add +11.2% | 795,935 | $26.2M |
| Sequoia Financial Advisors, LLC | 0.14% | Add +468.2% | 747,768 | $24.6M |
| Integrity Alliance, Llc. | 0.84% | Add +9.3% | 696,249 | $22.9M |
| Harbour Investments, Inc. | 0.46% | New | 684,890 | $22.5M |
| Rather & Kittrell, Inc. | 3.61% | Add +5.2% | 681,209 | $22.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 657,597 | $21.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +20.4% | 655,965 | $21.6M |
| Safeguard Investment Advisory Group, LLC | 5.50% | Reduce -5.3% | 654,229 | $21.5M |
| Retirement Solution LLC | 4.76% | Add +2.7% | 652,952 | $21.5M |
| Diversified Portfolios, Inc. | 1.77% | Add +9.0% | 645,753 | $21.2M |
| Zhang Financial LLC | 0.78% | Add +1.0% | 635,274 | $20.9M |
| Root Financial Partners, LLC | 1.05% | Reduce -29.6% | 617,486 | $20.3M |
| Integris Wealth Management, LLC | 4.55% | Add +5.8% | 608,200 | $20.0M |
| Krilogy Financial LLC | 0.68% | Add +2.0% | 567,473 | $19.9M |
| OneDigital Investment Advisors LLC | 0.19% | Add +23.7% | 600,596 | $19.8M |
| Chicago Partners Investment Group LLC | 0.48% | Add +2.3% | 554,711 | $19.5M |
| Equita Financial Network, Inc. | 5.86% | Add +5.5% | 590,753 | $19.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -19.5% | 585,714 | $19.3M |
| Park Avenue Securities LLC | 0.16% | Add +3.1% | 576,120 | $18.9M |
| Wealth Dimensions Group, Ltd. | 3.63% | Add +10.9% | 555,493 | $18.3M |
| Cwm, LLC | 0.05% | Add +490.5% | 550,491 | $18.1M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 548,526 | $18.0M |
| Alpha Financial Advisors, LLC | 5.33% | Add +6.6% | 529,912 | $17.4M |
| Wealth Advisors Northwest LLC | 7.65% | Add +4.5% | 524,670 | $17.3M |
| Geneos Wealth Management Inc. | 0.40% | Add +1.9% | 492,987 | $16.2M |
| Grunden Financial Advisory, Inc. | 5.96% | Add +2.6% | 464,053 | $15.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +625.7% | 460,259 | $15.1M |
| Perigon Wealth Management, LLC | 0.27% | Add +3.8% | 457,656 | $15.1M |
| Clarity Wealth Development LLC | 12.61% | Add +12.3% | 453,367 | $14.9M |
| Vise Technologies, Inc. | 0.29% | Add +1929.4% | 453,238 | $14.9M |
| Trust Co of the South | 2.36% | Add +1.4% | 446,272 | $14.7M |
| Allworth Financial LP | 0.06% | Add +0.7% | 441,034 | $14.5M |
| Betterment LLC | 0.03% | Add +2.0% | 435,005 | $14.3M |
| Timonier Family Office, LTD. | 4.50% | Add +7.1% | 431,045 | $14.2M |
| Well Done, LLC | 2.11% | Reduce -2.5% | 428,720 | $14.1M |
| Physician Wealth Solutions Inc. | 5.98% | Reduce -1.4% | 428,333 | $14.1M |
| Avantax Planning Partners, Inc. | 0.39% | Add +0.0% | 420,408 | $13.8M |
| Tobias Financial Advisors, Inc. | 1.93% | Add +13.9% | 414,592 | $13.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 401,405 | $13.6M |
| Farther Finance Advisors, LLC | 0.14% | Add +53.4% | 406,031 | $13.4M |
| Oceanside Advisors LLC | 8.07% | Add +0.6% | 404,604 | $13.3M |
| Foundation Wealth Management, LLC\PA | 4.77% | Add +19.9% | 400,037 | $13.2M |
| Greenline Partners, LLC | 1.45% | No change | 386,604 | $12.7M |
| Cardiff Park Advisors, LLC | 1.04% | Reduce -2.2% | 383,489 | $12.6M |
| Scratch Capital LLC | 8.10% | Add +7.2% | 376,351 | $12.4M |
| Private Wealth Management Group, LLC | 3.26% | Reduce -5.7% | 370,835 | $12.2M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 364,229 | $12.0M |
| Navigoe, LLC | 7.25% | Add +0.8% | 357,035 | $11.7M |
| RFG Advisory, LLC | 0.22% | Add +2.5% | 351,192 | $11.6M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +19.5% | 342,693 | $11.3M |
| Keb Asset Management, LLC | 2.24% | Add +1.1% | 336,139 | $11.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +0.9% | 333,788 | $11.0M |
| Plancorp, LLC | 0.33% | Add +8.3% | 329,509 | $10.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.74% | No change | 328,564 | $10.8M |
| Pinnacle Associates Ltd. | 0.14% | No change | 328,564 | $10.8M |
| AdvisorNet Financial, Inc | 0.57% | Add +2.5% | 322,866 | $10.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +2.0% | 322,210 | $10.6M |
| Financial Architects, LLC | 5.68% | Add +5.5% | 320,990 | $10.6M |
| Abel Hall, LLC | 2.45% | Add +4.0% | 319,571 | $10.5M |
| McIlrath & Eck, LLC | 0.97% | Add +16.4% | 316,718 | $10.4M |
| BOS Asset Management, LLC | 2.79% | Add +6.6% | 315,598 | $10.4M |
| Avant Financial Advisors LLC | 7.44% | Reduce -3.7% | 314,848 | $10.4M |
"% 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.