Dimensional US Small Cap ValDFSVETF
13F holders, Q1 2026 (March 31)554holders +30
59new positions
18sold out
4famous investors
$35.07avg. 13F price*
At the end of Q1 2026, 554 institutions reported holding Dimensional US Small Cap Val (DFSV) in their 13F filings, up 30 from Q4 2025. 59 opened new positions and 18 sold out. The largest holders were Savant Capital, LLC ($661.5M), Corient Private Wealth LP ($257.0M) and Mather Group, Llc. ($230.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $99.7M |
| Exits | 18 | $24.3M |
All 13F filers, Q4 2025 → Q1 2026: 15,377,084 shares bought and 2,877,129 shares sold, net +12,499,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 554 holders
| Savant Capital, LLC | 3.20% | Add +17.4% | 18,877,994 | $661.5M |
| Corient Private Wealth LP | 0.37% | Add +0.6% | 7,337,993 | $257.0M |
| Mather Group, Llc. | 2.30% | Reduce -0.7% | 6,567,811 | $230.1M |
| JMG Financial Group, Ltd. | 5.97% | Add +6.2% | 6,191,354 | $216.9M |
| Focus Partners Wealth | 0.18% | Add +4.4% | 4,501,394 | $157.7M |
| Cerity Partners LLC | 0.21% | Add +13.2% | 4,307,741 | $150.9M |
| Cetera Investment Advisers | 0.14% | Add +61.3% | 3,888,709 | $136.3M |
| Ritholtz Wealth Management | 2.35% | Add +6.6% | 3,857,508 | $135.2M |
| Exencial Wealth Advisors, LLC | 3.05% | Add +35.4% | 2,797,372 | $98.0M |
| Modera Wealth Management, LLC | 1.16% | Add +3.9% | 2,763,501 | $96.8M |
| Index Fund Advisors, Inc. | 4.35% | Add +8.0% | 2,761,776 | $96.8M |
| Pathstone Holdings, LLC | 0.38% | Reduce -0.9% | 2,754,739 | $96.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.4% | 2,288,564 | $80.2M |
| Coldstream Capital Management Inc. | 0.97% | Add +1.6% | 2,229,989 | $78.1M |
| Creative Planning | 0.05% | Add +6.0% | 2,212,917 | $77.5M |
| LPL Financial LLC | 0.02% | Add +4.9% | 2,212,668 | $77.5M |
| Focus Partners Advisor Solutions, LLC | 0.74% | Add +9.2% | 2,108,702 | $73.9M |
| Arista Wealth Management, LLC | 8.97% | Add +1.2% | 2,103,436 | $73.7M |
| Raymond James Financial Inc. | 0.02% | Add +4.6% | 1,942,259 | $68.1M |
| Bank of America Corp. | 0.00% | Add +0.1% | 1,572,422 | $55.1M |
| Vestmark Advisory Solutions, Inc. | 0.58% | Add +3.7% | 1,487,000 | $52.1M |
| EP Wealth Advisors, LLC | 0.24% | Reduce -7.7% | 1,420,298 | $49.8M |
| DiNuzzo Private Wealth, Inc. | 5.09% | Reduce -0.3% | 1,347,565 | $47.2M |
| Truepoint, Inc. | 1.05% | Add +0.3% | 1,341,481 | $47.0M |
| Evanson Asset Management, LLC | 2.10% | Add +8.5% | 1,114,611 | $39.1M |
| Mosaic Family Wealth Partners, LLC | 3.58% | Add +1.4% | 997,993 | $35.0M |
| Bank of Montreal | 0.01% | Add +3.8% | 990,589 | $34.7M |
| Leading Edge Financial Planning LLC | 7.15% | Add +4.9% | 969,277 | $34.0M |
| Stordahl Capital Management, Inc. | 6.57% | Reduce -2.3% | 909,808 | $31.9M |
| Elser Financial Planning, Inc | 1.54% | New | 911,843 | $31.8M |
| Seaside Wealth Management, Inc. | 8.88% | Add +1.6% | 901,546 | $31.6M |
| United Wealth Management, LLC | 7.83% | Add +1.7% | 899,209 | $31.5M |
| Jackson Thornton Wealth Management, LLC | 2.78% | Reduce -5.5% | 853,321 | $30.8M |
| Allworth Financial LP | 0.12% | Add +97.4% | 870,735 | $30.5M |
| Harbour Investments, Inc. | 0.47% | Add +26.5% | 866,631 | $30.4M |
| Integrity Advisory Solutions, LLC | 4.00% | Add +8.5% | 863,575 | $30.3M |
| Northern Trust Corp. | 0.00% | Add +29.0% | 848,590 | $29.7M |
| von Borstel & Associates, Inc. | 6.65% | Reduce -1.0% | 829,409 | $29.1M |
| Beacon Pointe Advisors, LLC | 0.15% | Reduce -10.6% | 815,577 | $28.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -10.8% | 786,334 | $27.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -19.0% | 780,515 | $27.4M |
| Hassell Wealth Management, LLC | 8.97% | Add +1.5% | 762,655 | $26.7M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -2.0% | 732,440 | $25.7M |
| Integrity Alliance, Llc. | 0.94% | Add +1.3% | 705,604 | $24.7M |
| Zhang Financial LLC | 0.85% | Add +10.5% | 702,217 | $24.6M |
| Diversified Portfolios, Inc. | 2.00% | Add +7.7% | 695,442 | $24.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -29.6% | 689,521 | $24.3M |
| Rather & Kittrell, Inc. | 3.73% | Add +1.4% | 690,600 | $24.2M |
| Park Avenue Securities LLC | 0.19% | Add +17.4% | 676,217 | $23.7M |
| Royal Bank of Canada | 0.00% | Add +23.0% | 674,902 | $23.6M |
| Retirement Solution LLC | 5.45% | Add +0.7% | 657,521 | $23.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.9% | 650,168 | $22.8M |
| OneDigital Investment Advisors LLC | 0.21% | Add +4.2% | 625,569 | $21.9M |
| Cwm, LLC | 0.06% | Add +12.8% | 620,862 | $21.8M |
| Safeguard Investment Advisory Group, LLC | 5.92% | Reduce -6.6% | 611,262 | $21.4M |
| Chicago Partners Investment Group LLC | 0.48% | Add +3.2% | 572,540 | $21.3M |
| Integris Wealth Management, LLC | 4.82% | Reduce -1.6% | 598,385 | $21.0M |
| Wealth Dimensions Group, Ltd. | 4.01% | Add +4.6% | 581,269 | $20.4M |
| Krilogy Financial LLC | 0.65% | Reduce -1.8% | 557,276 | $20.3M |
| Wealth Advisors Northwest LLC | 8.09% | Add +4.9% | 550,318 | $19.3M |
| Root Financial Partners, LLC | 0.84% | Reduce -15.6% | 521,248 | $18.3M |
| Alpha Financial Advisors, LLC | 5.54% | Reduce -2.6% | 516,341 | $18.1M |
| NewEdge Advisors, LLC | 0.06% | Reduce -13.1% | 508,902 | $17.8M |
| Equita Financial Network, Inc. | 5.54% | Reduce -14.9% | 502,726 | $17.6M |
| Perigon Wealth Management, LLC | 0.31% | Add +6.6% | 487,996 | $17.1M |
| Geneos Wealth Management Inc. | 0.40% | Reduce -1.4% | 486,035 | $17.0M |
| Clarity Wealth Development LLC | 13.74% | Add +6.0% | 480,383 | $16.8M |
| Well Done, LLC | 2.41% | Add +9.2% | 468,270 | $16.4M |
| Foundation Wealth Management, LLC\PA | 5.73% | Add +15.8% | 463,438 | $16.2M |
| Farther Finance Advisors, LLC | 0.15% | Add +12.6% | 457,040 | $16.0M |
| Apella Capital, LLC | 0.24% | Add +759.6% | 428,670 | $15.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.9% | 451,383 | $15.8M |
| Tobias Financial Advisors, Inc. | 2.19% | Add +8.0% | 447,931 | $15.7M |
| Betterment LLC | 0.03% | Add +2.9% | 447,734 | $15.7M |
| Trust Co of the South | 2.51% | Reduce -0.3% | 444,932 | $15.6M |
| Mariner, LLC | 0.02% | Add +20.3% | 438,206 | $15.4M |
| Vise Technologies, Inc. | 0.29% | No change | 453,238 | $14.9M |
| Physician Wealth Solutions Inc. | 6.08% | Reduce -2.1% | 419,371 | $14.7M |
| Avantax Planning Partners, Inc. | 0.40% | Reduce -1.6% | 413,787 | $14.5M |
| Oceanside Advisors LLC | 8.26% | Add +2.1% | 412,992 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 421,021 | $14.5M |
| Scratch Capital LLC | 8.11% | Add +7.3% | 403,955 | $14.2M |
| Greenline Partners, LLC | 1.46% | Add +0.5% | 388,364 | $13.6M |
| Cardiff Park Advisors, LLC | 1.08% | Add +0.9% | 387,114 | $13.6M |
| Navigoe, LLC | 7.56% | Add +2.3% | 365,165 | $12.8M |
| RFG Advisory, LLC | 0.23% | Add +3.9% | 364,867 | $12.8M |
| Factor Wealth Management LTD | 2.29% | Add +229.7% | 348,003 | $12.2M |
| Keb Asset Management, LLC | 2.30% | Add +1.9% | 342,530 | $12.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +2.5% | 342,025 | $12.0M |
| McIlrath & Eck, LLC | 0.89% | Add +7.2% | 339,357 | $11.9M |
| Private Wealth Management Group, LLC | 3.11% | Reduce -8.9% | 337,899 | $11.8M |
| AdvisorNet Financial, Inc | 0.61% | Add +4.4% | 337,032 | $11.8M |
| Plancorp, LLC | 0.34% | Reduce -0.9% | 326,604 | $11.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +3.9% | 334,878 | $11.7M |
| Avant Financial Advisors LLC | 8.14% | Add +5.0% | 330,577 | $11.6M |
| MML Investors Services, LLC | 0.03% | Add +15.6% | 326,531 | $11.4M |
| Abel Hall, LLC | 2.43% | Add +1.8% | 325,397 | $11.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.76% | Reduce -3.0% | 318,664 | $11.2M |
| Pinnacle Associates Ltd. | 0.14% | Reduce -3.0% | 318,664 | $11.2M |
| Peapack Gladstone Financial Corp. | 0.14% | Reduce -7.0% | 318,535 | $11.2M |
"% 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.