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Disclosery

DFSV DIMENSIONAL ETF TRUST

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US SMALL CAP ETF (fund)

575 managers (582 13F filers) reported a position in DFSV shares at 2026-06-30, 161,183,488 shares in all. 43 filers opened a position and 13 filers sold out during the quarter.

Managers
575
13F filers
582
New
43
Added
283
Reduced
182
Sold out
13
Shares held by filers
161,183,488

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Savant Capital, LLC25,008,847$976M2.87%+6,130,85313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,927,650$269M+317,554Timeline
MATHER GROUP, LLC.6,632,230$257M2.24%+64,41913F-HRTimeline
JMG Financial Group, Ltd.6,311,245$245M5.91%+119,89113F-HRTimeline
Cetera Investment Advisers4,700,364$182M0.17%+811,65513F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding4,476,495$174M+168,754Timeline
RITHOLTZ WEALTH MANAGEMENT4,069,099$158M2.35%+211,59113F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,243,839$126M0.17%-4,094,15413F-HR/ATimelineGroup
Modera Wealth Management, LLC2,947,946$114M1.22%+184,44513F-HRTimeline
Index Fund Advisors, Inc.2,844,072$110M4.38%+82,29613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,666,992$103M0.3%-87,74713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,378,365$92.3M0.02%+89,80113F-HRTimelineGroup
LPL Financial LLC2,360,503$91.6M0.02%+147,83513F-HRTimeline
Creative Planningin group Creative Planning2,187,449$84.9M0.05%-25,46813F-HRTimelineGroup
Arista Wealth Management, LLC2,151,928$83.5M9.01%+48,49213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,970,745$76.4M0.02%+28,48613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,704,969$66.1M<0.01%+132,54713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,486,102$57.6M0.54%-89813F-HRTimeline
EP Wealth Advisors, LLC1,332,487$51.7M0.2%-87,81113F-HRTimeline
DiNuzzo Private Wealth, Inc.1,300,634$50.5M4.99%-46,93113F-HRTimeline
Truepoint, Inc.1,193,913$46.3M0.97%-147,56813F-HRTimeline
Evanson Financial, LLC1,160,147$45M2.2%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,142,603$44.9M0.56%-1,087,38613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,030,836$40M2.71%+32,84313F-HRTimeline
Leading Edge Financial Planning LLC1,027,285$39.8M7.1%+58,00813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,023,556$39.7M0.01%+32,96713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.968,729$37.6M0.04%+188,21413F-HRTimelineGroup
Integrity Advisory Solutions, LLC940,148$36.5M3.75%+76,57313F-HRTimeline
HARBOUR INVESTMENTS, INC.930,059$36.1M0.49%+63,42813F-HRTimeline
Elser Financial Planning, Inc923,575$35.8M1.55%+11,73213F-HRTimeline
Seaside Wealth Management, Inc.922,462$35.8M8.84%+20,91613F-HRTimeline
Stordahl Capital Management, Inc.913,553$35.4M6.49%+3,74513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP905,466$35.1M<0.01%+56,87613F-HRTimelineGroup
United Wealth Management, LLC904,345$35.1M7.89%+5,13613F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC873,274$33.9M2.68%+19,95313F-HRTimeline
Beacon Pointe Advisors, LLC848,190$32.9M0.15%+32,61313F-HRTimeline
von Borstel & Associates, Inc.839,017$32.5M6.67%+9,60813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…826,860$32.1M0.05%+137,33913F-HRTimeline
HighTower Advisors, LLC805,623$31.3M0.03%+19,28913F-HRTimeline
Hassell Wealth Management, LLC770,951$29.4M9.03%+8,29613F-HRTimeline
Zhang Financial LLC750,732$29.1M0.85%+48,51513F-HRTimeline
Diversified Portfolios, Inc.734,781$28.5M2.07%+39,33913F-HRTimeline
Rather & Kittrell, Inc.719,089$27.9M3.9%+28,48913F-HRTimeline
Sequoia Financial Advisors, LLC714,818$27.7M0.14%-17,62213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC714,197$27.7M0.17%+37,98013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.704,492$27.3M0.86%-1,11213F-HRTimeline
OneDigital Investment Advisors LLC665,532$25.8M0.22%+39,96313F-HRTimeline
Retirement Solution LLC658,005$25.5M4.99%+48413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC644,635$25M0.03%-5,53313F-HRTimeline
Factor Wealth Management LTD634,617$24.6M3.72%+286,61413F-HRTimeline
Chicago Partners Investment Group LLC594,768$23.3M0.47%+22,22813F-HRTimeline
Wealth Dimensions Group, Ltd.587,003$22.8M4.08%+5,73413F-HRTimeline
Integris Wealth Management, LLC585,899$22.7M4.59%-12,48613F-HRTimeline
Safeguard Investment Advisory Group, LLC584,076$22.7M5.23%-27,18613F-HRTimeline
Wealth Advisors Northwest LLC565,017$21.9M7.47%+14,69913F-HRTimeline
Krilogy Financial LLC562,531$21.8M0.65%+5,25513F-HRTimeline
Perigon Wealth Management, LLC539,438$20.9M0.33%+51,44213F-HRTimeline
Alpha Financial Advisors, LLC516,208$20M5.59%-13313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA512,087$19.9M<0.01%-162,81513F-HRTimelineGroup
Clarity Wealth Development LLC511,635$19.8M11.02%+31,25213F-HRTimeline
Equita Financial Network, Inc.505,882$19.6M5.45%+3,15613F-HRTimeline
Foundation Wealth Management, LLC\PA502,590$19.5M5.88%+39,15213F-HRTimeline
Farther Finance Advisors, LLC499,837$19.4M0.15%+42,79713F-HRTimeline
Geneos Wealth Management Inc.492,276$19.1M0.39%+6,24113F-HRTimeline
NewEdge Advisors, LLC486,019$18.9M0.06%-22,88313F-HRTimeline
Apella Capital, LLC483,548$18.7M0.26%+54,87813F-HRTimeline
Betterment LLC465,072$18M0.03%+17,33813F-HRTimeline
Mariner, LLCin group Mariner, LLC462,453$17.9M0.02%+24,24713F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.461,103$17.9M2.27%+13,17213F-HR/ATimeline
Well Done, LLC457,938$17.8M2.39%-10,33213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…446,524$17.3M0.03%-4,85913F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS442,556$17.2M1.74%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO438,349$17M<0.01%+17,32813F-HRTimelineGroup
Timonier Family Office, LTD.436,101$16.9M4.78%13F-HRTimeline
SCRATCH CAPITAL LLC433,153$16.8M8.34%+29,19813F-HRTimeline
Allworth Financial LP425,967$16.5M0.07%-444,76813F-HRTimeline
Oceanside Advisors LLC422,944$16.4M8.28%+9,95213F-HRTimeline
UBS Group AGgroup of 2 filers holding415,026$16.1M+1,144Timeline
Parkwoods Wealth Partners, LLC413,454$16M2.58%+96,92913F-HRTimeline
Financial Engines Advisors L.L.C.412,020$16M0.03%+69,99513F-HRTimeline
Physician Wealth Solutions Inc.411,042$15.9M6.05%-8,32913F-HRTimeline
Trust Co of the South402,318$15.6M2.2%-42,61413F-HRTimeline
Avantax Planning Partners, Inc.393,241$15.3M0.38%-20,54613F-HRTimeline
Greenline Partners, LLC388,109$15.1M1.53%-25513F-HRTimeline
CARDIFF PARK ADVISORS, LLC386,270$15M1.16%-84413F-HRTimeline
RFG Advisory, LLC373,465$14.5M0.23%+8,59813F-HRTimeline
Navigoe, LLC373,205$14.5M7.57%+8,04013F-HRTimeline
MML INVESTORS SERVICES, LLC368,604$14.3M0.03%+42,07313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding363,312$14.1M+11,866Timeline
Avant Financial Advisors LLC361,776$14M8.74%+31,19913F-HRTimeline
AdvisorNet Financial, Inc349,124$13.5M0.62%+12,09213F-HRTimeline
Woodward Financial Advisors, Inc.348,538$13.5M4.52%+16,76813F-HRTimeline
KEB ASSET MANAGEMENT, LLC341,522$13.2M2.14%-1,00813F-HRTimeline
Abel Hall, LLC336,098$13M2.25%+10,70113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS334,579$13M5.07%+31,80513F-HRTimeline
Plancorp, LLC327,279$12.7M0.31%+67513F-HRTimeline
Private Wealth Management Group, LLC321,963$12.5M2.9%-15,93613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP321,443$12.5M0.14%+2,90813F-HRTimeline
Financial Architects, LLC320,155$12.4M5.96%+2,80513F-HRTimeline
BOS Asset Management, LLC313,868$12.2M2.83%+1,89913F-HRTimeline
PINNACLE ASSOCIATES LTD312,283$12.1M0.13%-6,38113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…312,283$12.1M0.72%-6,38113F-HRTimeline
RCS Financial Planning, LLC301,701$11.7M5.54%+5,60913F-HRTimeline
Ballentine Capital Advisors, Inc296,902$11.5M4.34%+2,09213F-HRTimeline
Aspen Capital Management, LLC295,557$11.5M2.53%+15,40513F-HRTimeline
Waterford Advisors, LLC288,532$11.4M3.12%+3,68913F-HRTimeline
Tortoise Investment Management, LLC292,404$11.3M0.85%+2,39013F-HRTimeline
Sterling Financial Planning, Inc.292,001$11.3M3.08%+2,12413F-HRTimeline
SeedSafe Financial LLC291,331$11.3M8.14%+9,90913F-HRTimeline
Root Financial Partners, LLC287,747$11.2M0.43%-233,50113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP287,011$11.1M0.01%+211,55013F-HRTimelineGroup
Cambridge Investment Research Advisors,…283,569$11M0.02%-6,92513F-HR/ATimeline
CSP Financial Group, LLC282,436$11M9.34%+17,16713F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.275,885$10.7M7.54%+5,99313F-HRTimeline
Discipline Wealth Solutions, LLC271,116$10.5M0.92%+50,29813F-HRTimeline
Freedom Investment Management, Inc.270,084$10.5M2.92%-18,11213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP265,203$10.3M<0.01%+62,99413F-HRTimelineGroup
Navigate Wealth Management, LLC257,060$10.2M6.29%+22,90813F-HRTimeline
TCI Wealth Advisors, Inc.255,925$9.93M0.43%-6,31113F-HRTimeline
Orion Porfolio Solutions, LLC253,868$9.85M0.08%+12,80313F-HRTimeline
McLean Asset Management Corp241,894$9.59M1.27%+5,21313F-HRTimeline
Vise Technologies, Inc.242,314$9.4M0.11%-210,92413F-HRTimeline
Advisory Alpha, LLC238,078$9.24M0.23%+14,55113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC235,090$9.12M0.18%+19,04413F-HRTimelineGroup
Foundry Financial LLC217,958$8.45M2.85%+26,48313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…215,539$8.36M0.01%new13F-HRTimelineGroup
Strathmore Capital Advisors, Inc.210,956$8.34M2.25%+27,18513F-HRTimeline
EQ WEALTH ADVISORS, LLC215,024$8.34M4.58%-8,13413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC214,544$8.32M0.06%+11,16313F-HRTimeline
Gradient Capital Advisors, LLC209,792$8.14M1.88%+6,19813F-HRTimeline
AA Financial Advisors, LLC208,497$8.09M0.97%-4,39813F-HRTimeline
PINNEY & SCOFIELD, INC.205,689$7.98M3.9%-2,29613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC204,738$7.94M1.62%+2,57513F-HRTimeline
Vantage Point Financial LLC204,299$7.92M2.42%+17,78713F-HRTimeline
Acorn Wealth Advisors, LLC202,076$7.84M1.91%+25,59213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP200,854$7.79M0.01%+9,17813F-HRTimelineGroup
Pillar Financial Advisors, LLC193,526$7.51M3.93%+8,37013F-HRTimeline
Lantz Financial LLC191,670$7.43M1.36%+15,17413F-HRTimeline
B&D White Capital Company, LLC190,336$7.38M0.73%+25,06213F-HRTimeline
Hippocratic Financial Advisors, LLC189,323$7.34M2.77%+4,62013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC185,408$7.19M1.93%+14,89113F-HRTimeline
BIP Wealth, LLC184,039$7.14M0.2%+56,78213F-HRTimeline
Wealthspire Advisors, LLC183,655$7.12M0.04%+160,21313F-HRTimeline
XY Planning Network, Inc.171,402$6.65M0.83%+2,38913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC170,246$6.6M0.48%-5,89413F-HRTimeline
&PARTNERS166,367$6.45M0.03%+16,14313F-HRTimeline
Aviance Capital Partners, LLC166,186$6.45M0.67%+7,35613F-HRTimeline
Disciplined Investors, L.L.C.160,505$6.23M3.11%+17,67213F-HRTimeline
American Investment Services, Inc.155,852$6.05M1.28%+89613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.154,570$6M3.23%+18,42213F-HRTimeline
COGENT STRATEGIC WEALTH LLC154,266$5.98M5.7%-5,44613F-HRTimeline
V2 Financial group LLC152,178$5.9M2.2%+24,41113F-HRTimeline
Richardson Capital Management LLC151,929$5.89M2.52%+5,04313F-HRTimeline
Marquette Asset Management, LLC150,341$5.83M0.75%-2,49013F-HRTimeline
Burk Holdings LLC150,184$5.83M2.15%-3,12513F-HRTimeline
Kane Co Wealth Management, Inc.144,475$5.6M4.25%-65213F-HRTimeline
Level Financial Advisors143,779$5.58M1.25%+5,47913F-HRTimeline
Quent Capital, LLC140,280$5.44M0.33%+13,12713F-HRTimeline
Fermata Advisors, LLC135,874$5.27M1.07%-41913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP134,376$5.21M0.07%-9,22513F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.133,641$5.18M3.62%-67513F-HRTimeline
SACHEM HILL LLC133,098$5.16M0.92%-2,18713F-HRTimeline
Hill Investment Group Partners, LLC132,469$5.14M0.52%-2,14813F-HRTimeline
Warburton Capital Management, LLC127,403$4.94M2.01%+59,68013F-HRTimeline
Financial Symmetry Inc126,954$4.93M1.64%+2,72713F-HRTimeline
Three Arch Wealth Management LLC122,699$4.76M0.73%-8,80513F-HRTimeline
Summit Wealth Group, LLC122,611$4.76M0.97%-70513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC120,824$4.69M<0.01%+25,97813F-HRTimelineGroup
Summit Financial, LLC118,843$4.61M0.05%-1,82113F-HRTimeline
IFG Advisory, LLC118,022$4.58M0.16%+113,96713F-HRTimeline
Gibraltar Capital Management, Inc.117,560$4.56M0.71%+9,14013F-HRTimeline
Anchor Bay Capital, Inc.111,726$4.5M2.43%13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO115,935$4.5M0.37%-1,23313F-HRTimeline
Squire Investment Management Company, L…114,951$4.46M1.07%+66013F-HRTimeline
Quantum Financial Advisors, LLC113,826$4.42M0.44%+6,77913F-HRTimeline
Bluespring Wealth Management, LLC113,550$4.4M0.08%+26,75613F-HRTimeline
Cravens & Co Advisors, LLC113,196$4.39M2.95%-22,99013F-HRTimeline
ABLE Financial Group, LLC105,963$4.11M0.69%-1,22413F-HRTimeline
WealthCollab, LLC104,840$4.07M1.47%013F-HRTimeline
Corus Family Wealth Advisors103,342$4.01M2.76%+31113F-HRTimeline
VANCE WEALTH, LLC103,236$4M0.9%+5,44513F-HRTimeline
Advyzon Investment Management, LLC100,929$3.92M0.28%-1,79813F-HRTimeline
Team Hewins, LLC99,124$3.85M1.05%-5,22913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp98,207$3.81M0.06%+3,76513F-HRTimelineGroup
Royal Harbor Partners, LLC98,041$3.8M1.18%+2,72913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV97,828$3.79M<0.01%+25,28413F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK96,910$3.76M0.02%-1,02513F-HRTimelineGroup
LAM GROUP, INC.95,240$3.69M1.83%-2,75513F-HRTimeline
BetterWealth, LLC94,439$3.66M0.65%-2,17313F-HRTimeline
Madrid Wealth Management, LLC93,864$3.64M2.39%+1,95913F-HRTimeline
CSS LLC/IL93,160$3.61M0.16%-6,70013F-HRTimeline
Two West Capital Advisors LLC92,154$3.61M1.79%-45613F-HRTimeline
Wealthfront Advisers LLC91,106$3.53M0.01%+7,72913F-HRTimeline
RAM Investment Partners, LLC90,944$3.53M0.56%+10,17713F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC89,743$3.48M1.24%+3,45513F-HRTimeline
Burton Enright Welch89,295$3.46M0.41%+3813F-HRTimeline
Merit Financial Group, LLC88,971$3.45M0.02%-3,28513F-HR/ATimeline
Outbound Financial Inc88,741$3.44M2.23%-8,45113F-HRTimeline
Dakota Wealth Management88,506$3.43M0.07%+7,70013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC87,898$3.41M0.04%+77,80713F-HRTimelineGroup