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Disclosery

DFSV DIMENSIONAL ETF TRUST

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US SMALL CAP ETF (fund)

401 managers (403 13F filers) reported a position in DFSV shares at 2024-12-31, 106,126,815 shares in all. 33 filers opened a position and 11 filers sold out during the quarter.

Managers
401
13F filers
403
New
33
Added
190
Reduced
78
Sold out
11
Shares held by filers
106,126,815

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLCin group Savant Capital, LLC8,053,126$248M1.95%+1,483,48313F-HRTimelineGroup
Alaska Permanent Fund Corp7,620,911$235M3.48%-584,41613F-HRTimeline
JMG Financial Group, Ltd.5,438,365$167M5.71%+235,86313F-HRTimeline
MATHER GROUP, LLC.4,174,854$129M1.67%+1,204,88413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,975,533$122M0.2%+545,41613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,104,289$95.6M0.42%+410,07713F-HRTimelineGroup
Modera Wealth Management, LLC2,883,089$88.7M1.07%+317,24013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,718,757$83.7M+330,794Timeline
EP Wealth Advisors, LLC2,151,513$66.2M0.54%-188,94513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,109,077$64.9M1.91%+78,55913F-HRTimeline
Index Fund Advisors, Inc.1,891,766$58.2M3.15%+82,28013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,821,899$56.1M0.35%+308,17913F-HRTimeline
Arista Wealth Management, LLC1,710,771$52.7M12.62%+56,38013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,569,990$48.3M<0.01%+218,76813F-HRTimelineGroup
Root Financial Partners, LLC1,474,428$45.4M5.63%+340,72913F-HRTimeline
DiNuzzo Private Wealth, Inc.1,227,179$37.8M4.78%-16,25513F-HRTimeline
LPL Financial LLC1,224,192$37.7M0.02%+188,45213F-HRTimeline
Cable Hill Partners, LLC1,222,911$37.6M3.79%+15,25613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,203,680$37M0.01%13F-HR/ATimelineGroup
EXENCIAL WEALTH ADVISORS, LLC1,077,665$33.2M1.22%+98,94613F-HRTimeline
Vestmark Advisory Solutions, Inc.1,037,172$31.9M1.1%+72,51313F-HRTimeline
Essential Planning, LLC.1,006,520$31.9M0.21%+991,03013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,031,381$31.7M0.01%+33,53513F-HRTimelineGroup
NewEdge Advisors, LLC1,013,030$31.2M0.19%+46,98513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC888,800$27.4M3.46%+60,72013F-HRTimeline
Evanson Asset Management, LLC886,385$27.3M1.87%+80,08413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC864,830$26.6M3.84%+39,76513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC854,227$26.3M0.04%+15,48013F-HRTimeline
Stordahl Capital Management, Inc.839,191$25.8M6.11%+6,16813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC789,402$24.3M0.05%+126,59613F-HRTimelineGroup
Equita Financial Network, Inc.785,184$24.2M8.74%+29,57113F-HRTimeline
Seaside Wealth Management, Inc.766,066$23.6M8.63%+45,27213F-HRTimeline
Jentner Corp744,182$22.9M6.67%+82,57113F-HRTimeline
Safeguard Investment Advisory Group, LLC740,889$22.8M6.26%+20,07013F-HRTimeline
Alpha Financial Advisors, LLC737,661$22.7M10.28%+2,06913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…727,961$22.4M0.04%+163,53413F-HR/ATimeline
United Wealth Management, LLC707,797$21.8M7.34%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/694,921$21.4M0.01%+39,32513F-HRTimelineGroup
Leading Edge Financial Planning LLC679,194$20.9M6.86%+30,02213F-HRTimeline
Zhang Financial LLC663,624$20.4M1.17%+74,67913F-HRTimeline
Hassell Wealth Management, LLC638,624$20.3M8.19%-18,10813F-HRTimeline
Truepoint, Inc.633,817$19.5M0.52%-24,40513F-HRTimeline
Retirement Solution LLC626,431$19.3M5.05%-6,01513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP617,498$19M<0.01%+124,93313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.612,286$18.9M0.04%+31,90413F-HR/ATimelineGroup
Integris Wealth Management, LLC539,489$16.6M4.68%+16,64413F-HRTimeline
von Borstel & Associates, Inc.516,191$15.9M6.22%+163,23713F-HRTimeline
Creative Planningin group Creative Planning511,923$15.8M0.02%+24,78413F-HRTimelineGroup
Chicago Partners Investment Group LLC506,442$15.5M0.52%+14,82013F-HRTimeline
Waterway Wealth Management, LLC477,669$14.7M6.47%+18,30713F-HRTimeline
Geneos Wealth Management Inc.470,177$14.5M0.51%-31313F-HRTimeline
Physician Wealth Solutions Inc.452,198$13.9M6.97%-3,09213F-HRTimeline
Rather & Kittrell, Inc.446,722$13.8M3.23%+25,22313F-HRTimeline
Krilogy Financial LLC430,743$13.3M0.88%+28,08513F-HRTimeline
Grunden Financial Advisory, Inc.415,776$12.8M6.18%+17,48613F-HRTimeline
HighTower Advisors, LLC415,087$12.8M0.02%-7,56313F-HRTimeline
Private Wealth Management Group, LLC411,520$12.7M4.85%-73,64213F-HRTimeline
OneDigital Investment Advisors LLC386,071$11.9M0.14%-2,83813F-HRTimeline
Wealth Dimensions Group, Ltd.384,625$11.8M2.9%+32,58413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA383,437$11.8M<0.01%+36,50313F-HRTimelineGroup
Well Done, LLC382,053$11.8M2.15%013F-HRTimeline
Total Wealth Planning, LLC381,418$11.7M1.83%+26,37713F-HRTimeline
Perigon Wealth Management, LLC370,907$11.7M0.29%+54,84513F-HRTimeline
Diversified Portfolios, Inc.378,898$11.7M1.27%+24,86713F-HRTimeline
Oceanside Advisors LLC362,327$11.1M8.3%+3,15913F-HRTimeline
Wealth Advisors Northwest LLC356,030$11M7.46%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP345,821$10.6M0.15%+40,18113F-HRTimeline
Clarity Wealth Development LLC332,281$10.5M11.44%13F-HRTimeline
Allworth Financial LP328,836$10.5M0.06%+89,43713F-HRTimeline
CARDIFF PARK ADVISORS, LLC320,433$9.86M0.94%+4,74713F-HRTimeline
PINNACLE ASSOCIATES LTD306,211$9.43M0.13%+4,91313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…306,211$9.43M0.88%-76713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO300,957$9.26M<0.01%+17,35913F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.295,916$9.11M1.83%+17,54713F-HRTimeline
Freedom Investment Management, Inc.293,912$9.05M0.75%-21,16813F-HRTimeline
RCS Financial Planning, LLC293,404$9.03M4.81%+13,17313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding286,539$8.82M+83,495Timeline
Mariner, LLCin group Mariner, LLC279,462$8.6M0.01%+12,03613F-HRTimelineGroup
AdvisorNet Financial, Inc278,536$8.57M0.72%+11,13713F-HRTimeline
Cahill Wealth Management, LLC269,456$8.29M4.23%+10,68913F-HRTimeline
Financial Architects, LLC268,325$8.26M5.29%-11,87013F-HRTimeline
Strategic Investment Solutions, Inc. /IL272,002$8.12M2.72%+41,59513F-HRTimeline
Abel Hall, LLC263,108$8.1M5.16%-39513F-HRTimeline
Avant Financial Advisors LLC258,759$7.96M7.32%13F-HRTimeline
Ballentine Capital Advisors, Inc255,125$7.85M4.07%-65613F-HRTimeline
BOS Asset Management, LLC249,848$7.69M2.75%+2,89213F-HRTimeline
Yeomans Consulting Group, Inc.246,954$7.6M2.85%+39,26713F-HRTimeline
VANCE WEALTH, LLC245,754$7.56M2.92%-3,14313F-HRTimeline
Hill Investment Group Partners, LLC241,913$7.45M1%-14,75013F-HRTimeline
BetterWealth, LLC233,708$7.19M1.98%-395,03713F-HRTimeline
Woodward Financial Advisors, Inc.231,182$7.12M3.52%+26,46013F-HRTimeline
Timonier Family Office, LTD.226,585$6.97M3.58%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lantz Financial LLC212,791$6.55M1.75%+109,43913F-HRTimeline
Sterling Financial Planning, Inc.204,677$6.3M2.32%+9,55113F-HRTimeline
Navigoe, LLC199,129$6.13M5.98%13F-HRTimeline
Beacon Pointe Advisors, LLC194,017$5.97M0.07%+5,93713F-HRTimeline
PBMares Wealth Management LLC193,100$5.94M1.21%+7,49413F-HRTimeline
McIlrath & Eck, LLC192,731$5.93M0.76%+12,84713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO189,795$5.84M0.11%-7,95413F-HRTimeline
Aveo Capital Partners, LLC186,819$5.75M0.63%-12,18013F-HRTimeline
Greenline Partners, LLC181,365$5.58M0.78%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC178,369$5.49M5.28%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC169,460$5.22M0.41%-5,54013F-HRTimeline
Foundation Wealth Management, LLC\PA169,451$5.22M2.53%13F-HRTimeline
Tortoise Investment Management, LLC168,822$5.2M0.55%+6,59213F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC165,149$5.08M0.65%-8,83413F-HRTimeline
Financial Engines Advisors L.L.C.162,405$5M0.01%+73,58313F-HRTimeline
Trust Co of the South157,769$4.86M0.99%+20,88113F-HRTimeline
Hippocratic Financial Advisors, LLC153,827$4.73M3.29%13F-HRTimeline
NorthCoast Asset Management LLC150,354$4.63M0.02%-1,45113F-HR/ATimeline
Efficient Frontier Advisors LLC148,899$4.58M3.03%013F-HRTimeline
Hemington Wealth Management148,320$4.57M1.15%+7,05413F-HRTimeline
Cambridge Investment Research Advisors,…143,532$4.42M0.01%+15,61613F-HRTimeline
SACHEM HILL LLC143,289$4.41M0.92%+1,75613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC142,738$4.39M0.1%+13,49213F-HRTimelineGroup
Discipline Wealth Solutions, LLC136,582$4.2M1.95%+17,24213F-HRTimeline
Corrigan Financial, Inc.129,432$3.98M0.91%+10,42413F-HRTimeline
Vantage Point Financial LLC128,972$3.97M2.14%13F-HRTimeline
Fermata Advisors, LLC127,626$3.93M0.73%+31,34713F-HRTimeline
Pettinga Financial Advisors LLC125,367$3.86M0.87%+53,10613F-HRTimeline
Pillar Financial Advisors, LLC122,510$3.77M2.89%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC121,840$3.75M1.08%+6,85213F-HRTimeline
Betterment LLC118,220$3.64M0.01%+42,39013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP116,676$3.59M<0.01%-1,58013F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS114,814$3.53M2.91%+16,97913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC114,802$3.53M2.94%-42,84813F-HRTimeline
Gradient Capital Advisors, LLC114,691$3.53M1.14%+21,40613F-HRTimeline
Farther Finance Advisors, LLC114,438$3.52M0.13%-4,62413F-HRTimeline
Disciplined Investors, L.L.C.114,527$3.5M3.37%13F-HRTimeline
Cravens & Co Advisors, LLC113,180$3.48M2.65%+1,00013F-HRTimeline
American Investment Services, Inc.112,099$3.45M0.61%-1,47913F-HR/ATimeline
Strathmore Capital Advisors, Inc.111,811$3.44M2.5%13F-HRTimeline
Aviance Capital Partners, LLC111,151$3.42M0.47%+4,63113F-HRTimeline
Burk Holdings LLC110,794$3.41M2.76%13F-HRTimeline
Quantum Financial Advisors, LLC110,630$3.41M0.52%+29,98313F-HRTimeline
PINNEY & SCOFIELD, INC.105,731$3.25M2.46%13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.96,887$2.98M1.99%+18,87413F-HRTimeline
Quent Capital, LLC96,492$2.97M0.31%+26,39113F-HRTimeline
Aurelius Family Office LLC94,109$2.9M1.46%13F-HRTimeline
LAM GROUP, INC.92,745$2.85M2.04%+12213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC90,722$2.79M0.77%+5,32813F-HRTimeline
Integrated Wealth Concepts LLC89,170$2.74M0.03%+20013F-HRTimeline
CWM, LLCin group CWM, LLC88,696$2.73M0.01%+25,27513F-HRTimelineGroup
SC&H Financial Advisors, Inc.87,581$2.7M0.56%+2,72313F-HRTimeline
Advyzon Investment Management, LLC87,246$2.69M1.04%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC84,572$2.6M1.33%+67,72413F-HRTimeline
Blue Trust, Inc.83,917$2.58M0.03%+27,75513F-HR/ATimeline
Financial Symmetry Inc83,074$2.56M1.73%-3,81813F-HRTimeline
Vannoy Advisory Group, Inc.81,944$2.52M1.88%-97913F-HRTimeline
Level Financial Advisors81,292$2.5M0.92%+10,37013F-HRTimeline
LJI Wealth Management, LLC79,304$2.44M0.48%+4,53713F-HRTimeline
Bluespring Wealth Management, LLC79,164$2.44M0.25%+54813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.77,109$2.37M0.76%+3,59313F-HRTimeline
Two West Capital Advisors LLC76,879$2.37M2.03%+8,57613F-HRTimeline
V2 Financial group LLC74,313$2.29M1.39%+1,36813F-HRTimeline
Factor Wealth Management LTD74,072$2.28M0.76%13F-HRTimeline
DIVERSIFIED TRUST CO72,521$2.23M0.05%-3,25413F-HRTimeline
Wealthfront Advisers LLC72,459$2.23M0.01%+14,22713F-HR/ATimeline
Martin Worley Group71,966$2.22M1.38%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC70,138$2.16M0.16%+50,13313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,551$2.14M<0.01%+1,31413F-HRTimelineGroup
Mattern Wealth Management LLC69,275$2.13M0.47%+10,28013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP69,011$2.12M<0.01%-15,35913F-HRTimelineGroup
Advisory Alpha, LLC68,855$2.12M0.08%+3,16713F-HRTimeline
Oak Wealth Advisors LLC67,984$2.09M1.61%13F-HRTimeline
Rehmann Capital Advisory Group67,965$2.09M0.13%+2,82713F-HRTimeline
True Wealth Design, LLC66,188$2.04M0.79%-12,83513F-HRTimeline
Grant Private Wealth Management Inc65,513$2.02M2.18%13F-HRTimeline
Cambridge Financial Group, LLC65,455$2.01M0.86%+4,95813F-HRTimeline
Altiora Financial Group, LLC63,790$1.96M0.43%+30513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP63,600$1.96M<0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC62,562$1.93M0.96%-1,91013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC61,562$1.89M0.4%+3,39713F-HRTimeline
Burton Enright Welch60,799$1.87M0.39%+8,55113F-HRTimeline
ROBERTS GLORE & CO INC /IL/60,606$1.87M0.55%+5,11113F-HRTimeline
XY Planning Network, Inc.59,726$1.84M1.38%13F-HRTimeline
Daner Wealth Management, LLC57,249$1.84M1.35%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59,652$1.84M<0.01%+19,44913F-HRTimelineGroup
W.H. Cornerstone Investments Inc.59,325$1.83M1.22%-4,10113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC58,275$1.79M0.25%-1,35913F-HRTimeline
SageView Advisory Group, LLC57,429$1.77M0.08%-52413F-HRTimeline
Evensky & Katz LLC57,034$1.75M0.11%-17,63013F-HRTimeline
Grove Street Fiduciary, LLC56,022$1.72M0.91%13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC55,919$1.72M0.23%+2213F-HRTimeline
Aegis Wealth Management LLC55,854$1.72M1.16%13F-HRTimeline
Sandy Spring Bank55,509$1.71M0.07%+5,32513F-HRTimeline
Gemmer Asset Management LLC51,597$1.59M0.16%+6613F-HRTimeline
FineMark National Bank & Trust51,374$1.58M0.06%-7613F-HRTimeline
Alpha Advisors, LLC/VA49,803$1.53M1.58%13F-HRTimeline
Centered Wealth LLC dba Miller Equity C…49,630$1.53M0.58%+10,78513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP49,290$1.52M0.03%new13F-HR/ATimelineGroup
Investmark Advisory Group LLC49,165$1.51M0.74%+2,80813F-HRTimeline
Acorn Wealth Advisors, LLC48,582$1.5M0.62%+41,90413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC47,466$1.46M0.56%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …47,084$1.45M0.04%-16,07613F-HRTimelineGroup
Corus Family Wealth Advisors45,793$1.41M0.95%+69513F-HRTimeline
Liberty Capital Management, Inc.45,673$1.41M0.31%013F-HRTimeline
Porter White Investment Advisors, Inc.43,061$1.33M0.67%-1,74413F-HRTimeline
HMV Wealth Advisors, LLC43,020$1.32M1.33%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,758$1.32M<0.01%new13F-HRTimelineGroup