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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
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …87,790$3.41M0.06%+2,10213F-HRTimelineGroup
Savvy Advisors, Inc.87,160$3.38M0.07%+11,16013F-HRTimeline
Pettinga Financial Advisors LLC87,084$3.38M0.54%+1,11313F-HRTimeline
Oak Wealth Advisors LLC85,061$3.3M1.58%-23713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC85,061$3.3M1.79%-6,33313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…84,189$3.27M<0.01%+11,66713F-HRTimelineGroup
Sanctuary Advisors, LLC83,658$3.25M0.02%+2,15113F-HRTimeline
Daner Wealth Management, LLC78,471$3.19M1.73%+10,21213F-HRTimeline
Vannoy Advisory Group, Inc.82,101$3.18M1.8%-1,84613F-HRTimeline
Mission Hills Financial Advisory, LLC82,059$3.18M1.4%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL81,952$3.18M0.73%+5,16113F-HRTimeline
Trailhead Planners LLC81,924$3.18M3.07%-11,94613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC80,840$3.14M<0.01%-1,47213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC78,895$3.06M0.12%-3,42013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC77,826$3.02M0.4%-5,10313F-HRTimeline
W.H. Cornerstone Investments Inc.77,473$3.01M1.7%-11,61513F-HRTimeline
Rehmann Capital Advisory Group77,202$2.99M0.14%-39813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,293$2.96M<0.01%+69,40913F-HRTimelineGroup
Pacific Park Financial, Inc.74,605$2.89M1.68%+27,15413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.74,160$2.88M0.67%+7213F-HRTimeline
Ruedi Wealth Management, Inc.72,735$2.82M0.66%+24113F-HRTimeline
SIGNATUREFD, LLC71,666$2.78M0.04%+6,37813F-HRTimeline
ROBERTS GLORE & CO INC /IL/70,559$2.74M0.68%-3,60113F-HRTimeline
Brady Martz Wealth Solutions, LLC69,908$2.71M0.41%-2,90413F-HRTimeline
WorthPointe, LLC69,885$2.71M0.68%-7,76913F-HRTimeline
Twin Cities Retirement Group LLC69,833$2.71M2.32%+9,32213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV69,712$2.7M0.54%+27,64913F-HRTimeline
MB Generational Wealth, LLC68,944$2.67M1.31%+4,29313F-HRTimeline
Emprise Bank68,714$2.67M0.98%-1,82613F-HRTimeline
Integrated Wealth Concepts LLC68,648$2.66M0.01%-23,96113F-HRTimeline
MAI Capital Management68,127$2.64M0.01%+62213F-HRTimeline
Evensky & Katz LLC67,753$2.63M0.14%+15313F-HRTimeline
Hudson Value Partners, LLC67,407$2.61M0.66%+63713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management66,777$2.59M0.03%+9,60513F-HRTimelineGroup
Mustard Seed Financial, LLC66,428$2.58M1.34%+6,74913F-HRTimeline
QUARRY HILL ADVISORS, LLC65,956$2.56M0.98%-73113F-HRTimeline
GEM Asset Management, LLC64,065$2.49M0.98%+7,29113F-HRTimeline
Nalls Sherbakoff Group, LLC63,597$2.47M1.75%-98113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding63,293$2.46M-591Timeline
RTD Financial Advisors, Inc.63,088$2.45M0.27%+16,50613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC62,190$2.41M0.24%-20913F-HRTimeline
Approach Retirement Advisors, LLC60,762$2.36M1.71%+4,31513F-HRTimeline
HMV Wealth Advisors, LLC60,555$2.35M0.91%+10,69513F-HRTimeline
SC&H Financial Advisors, Inc.60,341$2.34M0.31%-11813F-HRTimeline
Meritas Wealth Management, LLC59,549$2.31M0.9%-48413F-HRTimeline
Greenspring Advisors, LLC59,384$2.3M0.13%+3,50813F-HRTimeline
True Wealth Design, LLC58,632$2.27M0.54%-3,03013F-HRTimeline
AIRE ADVISORS, LLC58,629$2.27M0.37%+5713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC58,501$2.27M0.73%-1,61413F-HRTimeline
Triad Wealth Partners, LLC56,491$2.27M0.13%+11,16713F-HRTimeline
Grant Private Wealth Management Inc57,727$2.24M0.94%-4,53013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC57,215$2.22M<0.01%+9,56413F-HRTimelineGroup
Rockwood Wealth Management, LLC56,797$2.2M0.14%+5,17813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC55,090$2.14M0.78%+1,24013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC54,284$2.11M0.17%-313F-HRTimeline
William Mack & Associates, Inc.54,027$2.1M0.74%+27,69513F-HRTimeline
Sage Mountain Advisors LLC53,769$2.09M0.13%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.53,183$2.06M0.03%+4,89813F-HRTimeline
SageView Advisory Group, LLC52,988$2.06M0.07%-3,09413F-HRTimeline
Wedmont Private Capital52,701$2.04M0.06%+1413F-HRTimeline
Triangle Securities Wealth Management52,628$2.04M0.41%+1,50313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Horizon Investments, LLC52,369$2.03M0.02%-51,64713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC52,145$2.02M0.1%+26513F-HRTimeline
Global Financial Private Client, LLC51,756$2.01M0.54%+19,12113F-HRTimeline
ATLas Financial Planning LLC50,953$1.98M1.6%+2,85713F-HRTimeline
HFG Advisors, Inc.49,873$1.93M1.21%+1,57413F-HRTimeline
Glass Jacobson Investment Advisors llc49,544$1.92M0.6%+4,99113F-HRTimeline
Cloud Capital Management, LLC49,391$1.92M0.7%+13413F-HRTimeline
Aerodigm Wealth, LLC48,836$1.89M0.64%013F-HRTimeline
Revolve Wealth Partners, LLC48,571$1.88M0.2%+16,41913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…47,875$1.86M0.05%-54,51313F-HRTimelineGroup
Quadcap Wealth Management, LLC47,340$1.84M0.18%+2,07613F-HRTimeline
E6 Portfolios, LLC46,880$1.82M1.45%+1,60113F-HRTimeline
Austin Asset Management Co Inc46,733$1.81M0.25%-78013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP46,186$1.79M0.02%-2,87113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC46,157$1.79M0.2%-85713F-HRTimeline
Gemmer Asset Management LLC45,767$1.78M0.12%-1,35213F-HRTimeline
Mutual Advisors, LLC45,656$1.77M0.03%-1,84813F-HRTimeline
Pacific Asset Management, LLC45,387$1.76M0.86%-11913F-HRTimeline
Valued Wealth Advisors LLC45,093$1.75M0.64%-813F-HRTimeline
Sprinkle Financial Consultants LLC44,221$1.72M0.67%+2,05313F-HRTimeline
Investmark Advisory Group LLC44,028$1.71M0.65%+59113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.43,827$1.7M<0.01%new13F-HRTimelineGroup
Aegis Wealth Management LLC43,726$1.7M0.8%+1,88713F-HRTimeline
CHOREO, LLC43,439$1.68M0.02%-1,67813F-HRTimeline
Clear Harbor Asset Management, LLC43,405$1.68M0.11%+4,19013F-HRTimeline
Porter White Investment Advisors, Inc.43,058$1.67M0.64%+77713F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp41,975$1.63M<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY41,611$1.61M<0.01%-6,22813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,222$1.6M0.03%-4,41713F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska41,175$1.6M0.14%-5713F-HRTimelineGroup
Oder Investment Management, LLC41,058$1.59M1.07%+1,09213F-HRTimeline
Canvas Wealth Advisors, LLC40,580$1.57M0.22%+9,13613F-HRTimeline
Xcelsior Advisor Partners LLC39,745$1.54M0.2%-17713F-HRTimeline
Grove Street Fiduciary, LLC39,725$1.54M0.65%-2,41513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC38,824$1.51M0.33%+39713F-HRTimeline
MGO ONE SEVEN LLC38,528$1.49M0.02%+32,80513F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…38,181$1.48M0.59%-1,99113F-HRTimeline
Global Trust Wealth Management LLC36,977$1.43M0.99%+10,95713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,705$1.42M<0.01%-52,49513F-HRTimeline
Morton Brown Family Wealth, LLC36,492$1.42M0.32%+28413F-HRTimeline
Broadhurst Jeffrey B35,573$1.38M2.94%-1,87113F-HRTimeline
Flagstone Financial Management35,430$1.37M0.31%-1,88813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34,901$1.35M0.01%+4,63313F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC34,263$1.33M1.09%013F-HRTimeline
HBE Wealth Management, LLC33,788$1.31M0.94%013F-HRTimeline
Shearwater Capital LLC33,503$1.3M0.62%+3,04213F-HRTimeline
Composition Wealth, LLC33,440$1.3M0.02%+3,75913F-HRTimeline
Alpha Advisors, LLC/VA33,201$1.29M0.97%-50,82213F-HRTimeline
BDFS Capital LLC32,752$1.27M0.55%+5,88213F-HRTimeline
Fiduciary Alliance LLC32,649$1.27M0.09%-21513F-HRTimeline
CURIO WEALTH, LLC32,547$1.26M0.39%-32713F-HRTimeline
Cascades Capital Asset Management, LLC32,135$1.25M0.46%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,058$1.24M0.01%+86813F-HRTimelineGroup
Freedom Day Solutions, LLC31,985$1.24M0.27%+14,83213F-HRTimeline
DBK Financial Counsel, LLC31,913$1.24M1.04%-42013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC31,294$1.21M0.57%-6513F-HRTimeline
Petersen Hastings Wealth Advisors Inc.31,135$1.21M0.1%+12513F-HRTimeline
Venture Visionary Partners LLC30,772$1.19M0.03%new13F-HRTimeline
Ponta Wealth Partners, LLC30,712$1.19M0.64%+4,28413F-HRTimeline
Wilkerson Advisory Group LLC30,554$1.19M0.36%-3,11713F-HRTimeline
Wealth Preservation Advisors, LLC30,015$1.16M0.66%-4,03313F-HRTimeline
Ariadne Wealth Management, LP29,749$1.15M0.51%013F-HRTimeline
Smartleaf Asset Management LLC29,441$1.14M0.04%013F-HRTimeline
McClarren Financial Advisors, Inc.28,932$1.12M0.58%+1,29813F-HRTimeline
Financial Plan, Inc.28,878$1.12M0.11%+3,07413F-HRTimeline
Medallion Wealth Advisors, LLC28,857$1.12M0.35%-1,53913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding28,702$1.11M+12,868Timeline
EARNED WEALTH ADVISORS, LLC28,634$1.11M0.07%-46813F-HRTimeline
CPA Asset Management Group, LLC28,448$1.1M0.32%-3,73013F-HRTimeline
FMB WEALTH MANAGEMENT27,868$1.08M0.4%+25313F-HRTimeline
GeoWealth Management, LLC27,483$1.07M0.03%+3,06013F-HRTimeline
Lodestone Wealth Management LLC27,409$1.06M0.38%+1,23113F-HRTimeline
Foster Group, Inc.27,026$1.05M0.03%+4613F-HRTimeline
Friday Financial26,941$1.04M0.28%+10,91413F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC26,511$1.03M0.35%+1,59313F-HRTimelineGroup
Compound Planning, Inc.26,099$1.01M0.03%+19,93613F-HRTimeline
Pine Harbor Wealth Management, LLC25,561$992K0.27%013F-HRTimeline
Nuveen, LLCin group TIAA25,493$989K<0.01%new13F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD25,452$987K0.4%+96713F-HRTimeline
Mattern Wealth Management LLC25,000$970K0.16%new13F-HRTimeline
DIVERSIFIED TRUST CO24,796$962K0.02%013F-HRTimeline
MSA Advisors, LLC24,793$962K0.25%013F-HRTimeline
Quantinno Capital Management LP24,604$954K<0.01%+8,04113F-HRTimeline
Baker Ellis Asset Management LLC24,500$950K0.1%+70013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management24,400$946K<0.01%new13F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC24,261$941K0.39%-77913F-HRTimeline
Mullaney, Keating & Wright, Inc.24,151$937K0.45%+5713F-HRTimeline
Clark Asset Management, LLC23,967$930K0.07%+2413F-HRTimeline
KEYVANTAGE WEALTH, LLC23,526$913K0.35%-22,11813F-HRTimeline
REDW Wealth LLC23,199$900K0.32%-1,20713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV22,255$897K0.29%-1,28413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.23,033$893K0.08%+1213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …23,012$893K0.04%-4,41513F-HRTimeline
Advisory Services Network, LLC22,864$887K0.01%+9913F-HRTimeline
Compass Ion Advisors, LLC22,252$863K0.07%-1,08113F-HRTimeline
Private Advisory Group LLC22,129$858K0.05%new13F-HRTimeline
Cyndeo Wealth Partners, LLC21,533$835K0.04%-513F-HRTimeline
Keating Financial Advisory Services, In…21,242$824K0.11%-1,03713F-HRTimeline
NWAM LLC20,986$814K0.04%+2,42813F-HRTimeline
Vantus Wealth LLC20,730$804K0.43%13F-HRTimeline
Lauterbach Financial Advisors, LLC20,643$801K0.34%-19213F-HRTimeline
CVA Family Office, LLC20,447$793K0.07%-27013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC20,427$792K0.41%+2,84113F-HRTimeline
Avondale Wealth Management20,363$790K0.32%013F-HRTimeline
Disciplined Investments, LLC20,201$784K0.25%-1,40113F-HR/ATimeline
Cogent Private Wealth, Inc.20,191$783K0.49%+1,27713F-HRTimeline
CLG LLC20,055$778K0.17%-1,22013F-HRTimeline
Golden Bell Financial Planning LLC20,026$777K0.57%-2,05413F-HRTimeline
Peirce Capital Management, LLC19,933$773K0.28%013F-HRTimeline
Powerhouse Assets LLC19,909$772K0.63%+3213F-HRTimeline
Physician Wealth Advisors, Inc.19,870$771K0.09%+10313F-HRTimeline
HANOVER ADVISORS INC19,858$770K0.28%+19813F-HRTimeline
Graves Light Lenhart Wealth, Inc.19,732$765K0.07%+4713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,661$763K<0.01%-49513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management19,106$741K0.02%-55013F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC18,833$731K0.16%+1413F-HRTimeline
Fort Vancouver Investment Management, L…18,554$720K0.34%013F-HRTimeline
Sensenig Capital Advisors, Inc18,409$714K0.65%-1,20713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,307$710K<0.01%-2,35313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd18,264$708K0.01%new13F-HRTimelineGroup
DeLarme Wealth Management, Inc.18,240$708K0.41%-2,14513F-HRTimeline
Joel Isaacson & Co., LLC18,070$701K0.02%+1,39913F-HRTimeline
Hutchens & Kramer Investment Management…17,819$691K0.19%-20313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.17,813$691K0.3%-9813F-HRTimeline
Astra Wealth Partners LLC17,420$676K0.38%-53013F-HRTimeline
Donalies Financial Planning, LLC17,406$675K0.5%+2,73813F-HRTimeline
Aurelius Family Office LLC17,370$674K0.27%-76013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,311$671K<0.01%-2,98913F-HRTimelineGroup
Wright Wealth LLC16,630$645K0.39%+13313F-HRTimeline
Verisail Partners, LLC16,451$638K0.24%013F-HRTimeline
Tandem Financial, LLC16,373$635K0.2%-74913F-HRTimeline
Janney Montgomery Scott LLC16,331$633K<0.01%+42113F-HRTimeline
GTS SECURITIES LLC16,251$630K0.01%new13F-HRTimeline
JDH Wealth Management, LLC16,228$629K0.38%-2,95413F-HRTimeline
CLARIS ADVISORS, LLC / MO /15,930$618K0.16%-1,32613F-HRTimeline
Arax Advisory Partners15,586$605K<0.01%+7,56413F-HRTimeline
LJI Wealth Management, LLC15,584$605K0.08%-2,89113F-HRTimeline
Eldridge Investment Advisors, Inc.15,482$601K0.12%new13F-HRTimeline
Opus Financial Solutions LLC15,455$599K0.48%+66013F-HRTimeline