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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
SILVERLAKE WEALTH MANAGEMENT LLC15,438$599K0.11%+2,06213F-HRTimeline
25 LLC15,428$598K0.16%+2913F-HRTimeline
Meredith Wealth Planning15,002$582K0.14%+5213F-HRTimeline
HB Wealth Management, LLC15,001$582K<0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,973$581K0.06%+12013F-HRTimeline
AlphaCore Capital LLC14,951$580K0.01%+13813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.14,917$579K0.18%+2713F-HRTimeline
Prudent Man Investment Management, Inc.17,539$577K0.2%-1213F-HRTimeline
Partners in Financial Planning14,413$559K0.08%+5113F-HRTimeline
Cypress Point Wealth Management, LLC14,153$549K0.11%013F-HRTimeline
Cambridge Financial Group, LLC13,983$542K0.17%-4,44513F-HRTimeline
Oakwell Private Wealth Management, LLC13,789$535K0.09%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capstone Wealth Management, Inc.13,641$532K0.4%+17113F-HRTimeline
Essential Planning, LLC.13,645$529K0.15%-83413F-HRTimeline
GARRISON POINT ADVISORS, LLC13,572$526K0.21%+5,94513F-HRTimeline
Johnson Wealth Management, LLC13,540$525K0.22%-1,05013F-HRTimeline
Asset Dedication, LLC13,497$524K0.03%+5,72913F-HRTimeline
IFP Advisors, Inc13,371$519K0.01%-3,19813F-HRTimeline
Clearstead Advisors, LLC13,290$516K<0.01%-1,72413F-HRTimeline
FLOW TRADERS U.S. LLC13,202$512K0.02%-14,64213F-HRTimeline
Selective Wealth Management, Inc.12,834$507K0.13%-33513F-HRTimeline
Waterway Wealth Management, LLC12,574$488K0.1%-4,14613F-HRTimeline
Yardley Wealth Management LLC12,569$488K0.22%013F-HRTimeline
Werba Rubin Papier Wealth Management12,513$485K0.06%+3713F-HRTimeline
Infinity Wealth Counsel, LLC12,360$479K0.39%+1,07513F-HRTimeline
Lutz Financial Services LLC12,351$479K0.03%+3713F-HRTimeline
LOM Asset Management Ltd12,000$465K0.12%+7,90013F-HRTimeline
Argyle Capital Partners, LLC11,858$460K0.29%+29013F-HRTimeline
Austin Wealth Management, LLC11,326$448K0.09%-113F-HRTimeline
AE Wealth Management LLC11,309$439K<0.01%+2,02613F-HRTimeline
Family CFO Inc11,214$435K0.17%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,108$431K0.25%+1213F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.11,103$431K0.08%-2,23813F-HRTimeline
Eaton Financial Holdings Company, LLC11,081$430K0.12%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,014$427K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners10,975$426K0.05%+2,04313F-HRTimelineGroup
Frankly Finances, LLC10,901$423K0.33%013F-HR/ATimeline
Belpointe Asset Management LLC10,853$421K0.01%013F-HRTimeline
Fortis Capital Advisors, LLC10,853$421K0.05%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,472$415KnewTimeline
Liberty Capital Management, Inc.10,647$413K0.07%13F-HRTimeline
tru Independence LLC10,514$408K0.18%013F-HRTimeline
L.K. Benson & Company, P.C.10,438$405K0.12%-38913F-HRTimeline
Arkadios Wealth Advisors10,406$404K0.01%+113F-HRTimeline
Clarity Capital Advisors, LLC9,762$379K0.16%+2713F-HRTimeline
Sensible Money, LLC9,718$377K0.1%+1313F-HRTimeline
Beaird Harris Wealth Management, LLC9,648$374K0.02%+3313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,554$371K<0.01%-5,02613F-HRTimeline
Allegiance Financial Group Advisory Ser…9,532$370K0.06%+2213F-HRTimeline
Kondo Wealth Advisors, Inc.9,531$370K0.12%+1313F-HRTimeline
OPTIMA CAPITAL LLC9,426$366K0.14%+2313F-HRTimeline
Simplicity Wealth,LLC9,404$365K0.01%+87313F-HRTimeline
Fortis Capital Management LLC9,351$363K0.04%+3313F-HRTimeline
Platform Wealth Management, LLC9,332$362K0.13%13F-HRTimeline
Private Advisor Group, LLC9,238$358K<0.01%-4,29313F-HRTimeline
Everest Financial Group LLC9,225$358K0.05%+96813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC9,214$357K0.06%+3,10413F-HRTimeline
Tillman Hartley LLC9,207$357K0.08%-2,29713F-HRTimeline
Narus Financial Partners, LLC9,169$356K0.09%+52813F-HRTimeline
Financial Harvest, LLC9,049$351K0.15%013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …8,875$344K0.27%+12013F-HRTimeline
Triumph Capital Management8,691$337K0.06%-28813F-HRTimeline
Fortitude Family Office, LLC8,658$336K0.07%-1,56513F-HRTimeline
Belleair Asset Management, LLC8,579$333K0.28%013F-HRTimeline
HANCOCK WHITNEY CORP8,514$330K0.01%-18013F-HRTimeline
Abacus Planning Group, Inc.8,484$329K0.04%013F-HRTimeline
First Financial Group Corp8,322$323K0.23%-1,50013F-HRTimeline
Acropolis Investment Management, LLC8,153$316K0.01%-4,06313F-HR/ATimeline
Cannon Financial Strategists, Inc.8,128$315K0.04%new13F-HRTimeline
Berger Financial Group, Inc8,111$315K0.02%013F-HRTimeline
Triune Financial Partners, LLC8,045$312K0.07%013F-HRTimeline
55 North Private Wealth, LLC8,023$311K0.06%-87013F-HRTimeline
Live Oak Private Wealth LLC7,823$303K0.04%new13F-HRTimeline
Oath Planning, LLC7,679$298K0.22%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,550$293K<0.01%+78513F-HRTimelineGroup
Hurley Capital, LLC7,538$292K0.15%+55513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,420$288K<0.01%new13F-HRTimelineGroup
Entelevest, LLC7,319$284K0.25%+1913F-HRTimeline
SAX WEALTH ADVISORS, LLC7,953$279K0.01%-2813F-HRTimeline
Kaufman Rossin Wealth, LLC7,175$277K0.13%013F-HRTimeline
Aspire Private Capital, LLC7,100$275K0.06%+10213F-HRTimeline
SUTTON PLACE INVESTORS LLC6,870$266K0.13%+2413F-HRTimeline
Mills Wealth Advisors LLC6,845$266K0.08%-1813F-HRTimeline
Rialto Wealth Management, LLC6,764$262K0.05%+1113F-HRTimeline
Rockbridge Investment Management, LCC6,747$262K0.02%013F-HRTimeline
DAVENPORT & Co LLC6,738$261K<0.01%-1,80613F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,476$251K0.12%-313F-HRTimeline
Geometric Wealth Advisors6,457$250K0.03%+913F-HRTimeline
Shore Point Advisors, LLC6,446$250K0.09%-97013F-HRTimeline
Mesirow Financial Investment Management…6,382$248K<0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC6,188$240K0.02%new13F-HRTimeline
Heritage Wealth Management, Inc./Texas6,095$236K0.09%+413F-HRTimeline
Northwest Wealth Advisors, LLC6,087$236K0.14%+1913F-HRTimeline
Bernicke Wealth Management, Ltd.6,076$236K0.03%-2,77813F-HRTimeline
Planning Center, Inc.6,050$235K0.02%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,047$235K0.04%013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC6,018$233K0.11%new13F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.5,990$232K0.19%new13F-HRTimeline
Beacon Financial Advisory LLC5,959$231K0.05%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,925$230K<0.01%+2013F-HRTimelineGroup
Aquire Wealth Advisors, LLC5,810$225K0.05%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC5,796$225K0.08%new13F-HRTimeline
UMB Bank, n.a.5,771$224K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAHILL FINANCIAL ADVISORS INC5,729$222K0.02%-4913F-HRTimeline
Accel Wealth Management5,572$216K0.05%new13F-HRTimeline
MBE Wealth Management, LLC5,493$213K0.07%new13F-HRTimeline
Mason & Associates, LLC5,465$212K0.04%new13F-HRTimeline
Prosperity Advisers, LLC5,433$211K0.15%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,397$209K0.14%-25013F-HRTimeline
RHL GROUP, LLC5,305$207K0.17%+6113F-HRTimeline
WNY Asset Management, LLC5,250$204K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA4,226$164K0.01%-2,31413F-HRTimeline
DecisionPoint Financial, LLC4,054$157K0.03%+1,44713F-HRTimeline
1015 Capital Partners, LLC3,600$140K0.12%013F-HRTimeline
Operose Advisors LLC3,428$133K0.03%-53913F-HRTimeline
Signature Resources Capital Management,…3,291$128K0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,200$124K<0.01%013F-HRTimelineGroup
Rachor Investment Advisory Services, LLC3,098$120K0.06%+47813F-HRTimeline
Millstone Evans Group, LLC2,920$113K0.06%+93413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,910$113K0.01%+1013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC2,813$109K0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC2,704$105K0.03%013F-HRTimeline
Coston, McIsaac & Partners2,707$104K0.02%+67813F-HRTimeline
Seneschal Advisors, LLC2,380$92.3K0.06%+13213F-HRTimeline
American Capital Advisory, LLC2,370$91.9K0.03%013F-HRTimeline
Reyes Financial Architecture, Inc.2,342$90.8K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC2,250$87.3K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,136$82.9K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,034$78.9K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,946$75.5K<0.01%-1,62313F-HRTimeline
Ashton Thomas Private Wealth, LLC1,943$75.4K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,940$75.3K0.02%-1,40013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,855$72K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,759$68.2K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.1,756$68.1K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,679$65.1K<0.01%13F-HRTimeline
Topsail Wealth Management, LLC1,572$61K0.01%+9713F-HRTimeline
CENTRAL TRUST Co1,547$60K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC1,428$55.4K0.04%+413F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,345$52K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,233$47.8K<0.01%-11213F-HRTimeline
BARRETT & COMPANY, INC.1,046$40.6K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,021$39.6K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,011$39.2K<0.01%+613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,000$38.8K<0.01%-123,37813F-HRTimelineGroup
Acumen Wealth Advisors, LLC997$38.7K0.01%new13F-HRTimeline
Bullock Wealth Management Group943$36.6K0.02%13F-HRTimeline
BLUELINE ADVISORS LLC904$35.1K0.02%013F-HRTimeline
CX Institutional900$35K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC893$34.6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV858$33.3K<0.01%new13F-HRTimeline
BankChampaign, National Association800$31K0.02%013F-HRTimeline
SJS Investment Consulting Inc.750$29.1K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC744$28.9K0.01%013F-HRTimeline
Kingdom Financial Group LLC.687$26.6K0.01%+313F-HRTimeline
Parallel Advisors, LLC680$26.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.541$21K<0.01%+213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.537$20.8K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…498$19.3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC396$15.4K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC368$14.3K<0.01%013F-HRTimeline
Dorato Capital Management342$13.3K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC294$11.4K<0.01%+27213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.288$11.2K<0.01%013F-HRTimeline
Pinnacle Holdings, LLC269$10.4K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…248$9.62K<0.01%-1,14913F-HRTimelineGroup
Bay Harbor Wealth Management, LLC208$8.07K<0.01%+113F-HRTimeline
Versant Capital Management, Inc205$7.95K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors204$7.91K<0.01%+12713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC91$3.53K<0.01%-6413F-HRTimeline
Strive Financial Group ,LLC91$3.53K<0.01%013F-HR/ATimeline
Ritter Daniher Financial Advisory LLC /…21$828<0.01%013F-HRTimeline
Blue Trust, Inc.19$740<0.01%-113,64913F-HRTimeline
Bogart Wealth, LLC3$116<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2$78<0.01%13F-HRTimeline