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Disclosery

DFSV DIMENSIONAL ETF TRUST

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US SMALL CAP ETF (fund)

417 managers (420 13F filers) reported a position in DFSV shares at 2025-03-31, 117,470,614 shares in all. 43 filers opened a position and 27 filers sold out during the quarter.

Managers
417
13F filers
420
New
43
Added
243
Reduced
81
Sold out
27
Shares held by filers
117,470,614

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC9,303,110$262M2.22%+1,249,98413F-HR/ATimelineGroup
Alaska Permanent Fund Corp7,620,911$202M2.84%013F-HRTimeline
JMG Financial Group, Ltd.5,816,865$164M5.52%+378,50013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,045,929$142M0.23%+1,070,39613F-HRTimelineGroup
MATHER GROUP, LLC.5,010,439$141M1.63%+835,58513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,283,369$92.4M0.4%+179,08013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,263,813$91.9M+545,056Timeline
Modera Wealth Management, LLC2,936,778$82.7M1.12%+53,68913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,451,943$69M2.06%+342,86613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,122,497$59.7M0.36%+300,59813F-HRTimeline
EP Wealth Advisors, LLC2,028,357$57.1M0.46%-123,15613F-HRTimeline
Index Fund Advisors, Inc.1,957,175$55.1M3.41%+65,40913F-HRTimeline
Arista Wealth Management, LLC1,783,473$50.2M12.17%+72,70213F-HRTimeline
LPL Financial LLC1,466,232$41.3M0.02%+242,04013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,367,282$38.5M0.01%+163,60213F-HRTimelineGroup
Root Financial Partners, LLC1,297,883$36.6M3.9%-176,54513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,256,966$35.4M1.31%+179,30113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,252,915$35.3M<0.01%-317,07513F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.1,238,452$34.9M4.39%+11,27313F-HRTimeline
Vestmark Advisory Solutions, Inc.1,229,650$34.6M0.89%+192,47813F-HRTimeline
Cable Hill Partners, LLC1,283,027$34.1M3.33%+60,11613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,178,593$33.2M0.01%+147,21213F-HRTimelineGroup
Truepoint, Inc.988,399$27.8M0.75%+354,58213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP979,668$27.6M<0.01%+362,17013F-HRTimelineGroup
Geneos Wealth Management Inc.937,554$26.4M0.39%+467,37713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC933,182$26.3M0.05%+143,78013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC926,223$26.1M3.71%+61,39313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.902,477$25.4M0.06%+290,19113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC898,166$25.3M0.04%+43,93913F-HRTimeline
Evanson Asset Management, LLC893,983$25.2M1.78%+7,59813F-HRTimeline
NewEdge Advisors, LLC880,716$24.8M0.15%-132,31413F-HRTimeline
Stordahl Capital Management, Inc.872,297$24.6M5.82%+33,10613F-HRTimeline
Equita Financial Network, Inc.869,993$24.5M8.56%+84,80913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC894,652$22.9M3.05%+5,85213F-HRTimeline
United Wealth Management, LLC805,333$22.7M7.1%+97,53613F-HRTimeline
Seaside Wealth Management, Inc.787,747$22.2M7.91%+21,68113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…784,338$22.1M0.04%+56,37713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/752,690$21.2M0.01%+57,76913F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC750,368$21.1M5.74%+9,47913F-HRTimeline
Creative Planningin group Creative Planning749,852$21.1M0.02%+237,92913F-HRTimelineGroup
Jentner Corp747,798$21.1M6.3%+3,61613F-HRTimeline
Leading Edge Financial Planning LLC746,711$21M6.57%+67,51713F-HRTimeline
von Borstel & Associates, Inc.726,377$20.4M6.11%+210,18613F-HRTimeline
Zhang Financial LLC697,869$19.6M1.04%+34,24513F-HRTimeline
Retirement Solution LLC623,791$17.6M4.98%-2,64013F-HR/ATimeline
Hassell Wealth Management, LLC685,219$17.5M7.47%+46,59513F-HRTimeline
INTEGRITY ALLIANCE, LLC.591,576$16.7M0.66%new13F-HRTimeline
Integris Wealth Management, LLC561,059$15.8M4.5%+21,57013F-HRTimeline
Alpha Financial Advisors, LLC521,069$14.7M6.52%-216,59213F-HRTimeline
Rather & Kittrell, Inc.519,066$14.6M3.17%+72,34413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA489,580$13.8M<0.01%+106,14313F-HR/ATimelineGroup
Chicago Partners Investment Group LLC502,340$13.6M0.45%-4,10213F-HRTimeline
RFG Advisory, LLC480,330$13.5M0.37%new13F-HRTimeline
Waterway Wealth Management, LLC478,518$13.5M5.61%+84913F-HRTimeline
Krilogy Financial LLC468,348$13.2M0.85%+37,60513F-HRTimeline
OneDigital Investment Advisors LLC449,646$12.7M0.15%+63,57513F-HRTimeline
Diversified Portfolios, Inc.443,919$12.5M1.31%+65,02113F-HRTimeline
HighTower Advisors, LLC440,182$12.4M0.02%+25,09513F-HRTimeline
Physician Wealth Solutions Inc.439,837$12.4M6.22%-12,36113F-HRTimeline
Wealth Dimensions Group, Ltd.437,060$12.3M2.94%+52,43513F-HRTimeline
Wealth Advisors Northwest LLC429,342$12.1M7.66%+73,31213F-HRTimeline
Allworth Financial LP448,730$12M0.07%+119,89413F-HRTimeline
Well Done, LLC383,465$11.8M2.14%+1,41213F-HRTimeline
Total Wealth Planning, LLC408,451$11.5M1.76%+27,03313F-HRTimeline
Grunden Financial Advisory, Inc.406,987$11.5M5.57%-8,78913F-HRTimeline
Private Wealth Management Group, LLC397,262$11.2M4.13%-14,25813F-HRTimeline
Perigon Wealth Management, LLC388,184$10.9M0.28%+17,27713F-HRTimeline
Oceanside Advisors LLC378,751$10.7M7.72%+16,42413F-HRTimeline
CWM, LLCin group CWM, LLC347,855$9.79M0.04%+259,15913F-HRTimelineGroup
Clarity Wealth Development LLC363,762$9.66M10.78%+31,48113F-HRTimeline
Trust Co of the South339,990$9.57M2%+182,22113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.330,468$9.3M1.81%+34,55213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO330,080$9.29M<0.01%+29,12313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP329,677$9.28M0.14%-16,14413F-HRTimeline
Betterment LLC322,222$9.07M0.02%+204,00213F-HRTimeline
PINNACLE ASSOCIATES LTD321,308$9.04M0.13%+15,09713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…321,308$9.04M0.84%+15,09713F-HRTimeline
CARDIFF PARK ADVISORS, LLC310,654$8.74M0.85%-9,77913F-HRTimeline
Financial Architects, LLC308,695$8.69M5.55%+40,37013F-HRTimeline
RCS Financial Planning, LLC301,834$8.5M4.48%+8,43013F-HRTimeline
Timonier Family Office, LTD.301,555$8.49M3.75%+74,97013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding299,732$8.44M+13,193Timeline
Mariner, LLCin group Mariner, LLC297,766$8.38M0.01%+18,30413F-HRTimelineGroup
AdvisorNet Financial, Inc294,386$8.29M0.62%+15,85013F-HRTimeline
Freedom Investment Management, Inc.294,261$8.28M0.7%+34913F-HRTimeline
Abel Hall, LLC289,404$8.15M4.92%+26,29613F-HRTimeline
Woodward Financial Advisors, Inc.281,250$7.92M3.75%+50,06813F-HRTimeline
BOS Asset Management, LLC274,725$7.73M2.65%+24,87713F-HRTimeline
Cahill Wealth Management, LLC274,231$7.72M3.93%+4,77513F-HRTimeline
Aspen Capital Management, LLC271,912$7.65M2.45%13F-HRTimeline
Avantax Planning Partners, Inc.271,525$7.64M0.27%+251,05213F-HRTimeline
Navigoe, LLC270,971$7.63M6.6%+71,84213F-HRTimeline
Avant Financial Advisors LLC267,845$7.54M6.84%+9,08613F-HRTimeline
Yeomans Consulting Group, Inc.263,991$7.43M2.87%+17,03713F-HRTimeline
Ballentine Capital Advisors, Inc261,861$7.37M3.74%+6,73613F-HRTimeline
Lantz Financial LLC235,631$6.63M1.82%+22,84013F-HRTimeline
Sterling Financial Planning, Inc.232,928$6.56M2.38%+28,25113F-HRTimeline
Strategic Investment Solutions, Inc. /IL222,139$6.25M1.81%-49,86313F-HRTimeline
NorthCoast Asset Management LLC217,248$6.12M0.03%+66,89413F-HR/ATimeline
EQ WEALTH ADVISORS, LLC215,124$6.06M4.82%+36,75513F-HRTimeline
Beacon Pointe Advisors, LLC212,993$6M0.07%+18,97613F-HRTimeline
McIlrath & Eck, LLC210,853$5.94M0.73%+18,12213F-HRTimeline
Foundation Wealth Management, LLC\PA208,785$5.88M2.8%+39,33413F-HRTimeline
KEB ASSET MANAGEMENT, LLC207,616$5.84M1.66%+85,77613F-HRTimeline
PBMares Wealth Management LLC203,355$5.72M1.15%+10,25513F-HRTimeline
Tortoise Investment Management, LLC197,029$5.55M0.58%+28,20713F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP194,541$5.48M0.01%+77,86513F-HRTimelineGroup
Aveo Capital Partners, LLC198,503$5.39M0.9%+11,68413F-HRTimeline
SCRATCH CAPITAL LLC189,253$5.33M5.5%+156,30613F-HRTimeline
Hippocratic Financial Advisors, LLC173,901$4.9M2.91%+20,07413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC173,346$4.88M0.38%+3,88613F-HRTimeline
Farther Finance Advisors, LLC170,061$4.79M0.12%+55,62313F-HRTimeline
Corrigan Financial, Inc.162,139$4.56M0.94%+32,70713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC159,153$4.48M0.1%+16,41513F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC158,368$4.46M2.17%+149,12813F-HRTimeline
SACHEM HILL LLC157,053$4.42M0.87%+13,76413F-HRTimeline
Vantage Point Financial LLC153,215$4.31M2.17%+24,24313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS149,823$4.22M3.34%+35,00913F-HRTimeline
Efficient Frontier Advisors LLC148,899$4.19M2.73%013F-HRTimeline
Pillar Financial Advisors, LLC140,699$3.96M2.95%+18,18913F-HRTimeline
PINNEY & SCOFIELD, INC.139,641$3.93M2.85%+33,91013F-HRTimeline
Gradient Capital Advisors, LLC139,133$3.92M1.28%+24,44213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC139,121$3.92M0.53%-26,02813F-HRTimeline
Fermata Advisors, LLC135,679$3.82M0.69%+8,05313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC134,073$3.77M1.02%+43,35113F-HRTimeline
American Investment Services, Inc.133,812$3.77M0.66%+21,71313F-HRTimeline
Quent Capital, LLC130,265$3.67M0.38%+33,77313F-HRTimeline
Cambridge Investment Research Advisors,…126,913$3.57M0.01%-16,61913F-HRTimeline
Discipline Wealth Solutions, LLC126,595$3.56M1.7%-9,98713F-HRTimeline
Financial Engines Advisors L.L.C.126,274$3.55M0.01%-36,13113F-HRTimeline
Plancorp, LLC125,288$3.53M0.14%new13F-HRTimeline
BetterWealth, LLC121,591$3.42M0.96%-112,11713F-HRTimeline
Pettinga Financial Advisors LLC120,047$3.38M0.79%-5,32013F-HRTimeline
Disciplined Investors, L.L.C.116,880$3.29M2.97%+2,35313F-HRTimeline
Cravens & Co Advisors, LLC116,786$3.29M2.55%+3,60613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …113,336$3.19M0.09%+66,25213F-HRTimelineGroup
Burk Holdings LLC111,730$3.15M2.37%+93613F-HRTimeline
Aviance Capital Partners, LLC111,272$3.13M0.44%+12113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC107,655$3.03M2.27%-7,14713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC106,607$3M<0.01%+37,05613F-HR/ATimelineGroup
Evensky & Katz LLC103,113$2.9M0.19%+46,07913F-HRTimeline
Advisory Alpha, LLC103,002$2.9M0.1%+34,14713F-HR/ATimeline
LAM GROUP, INC.102,785$2.89M2.13%+10,04013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.101,746$2.86M1.93%+4,85913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP99,914$2.81M<0.01%+30,90313F-HRTimelineGroup
Burton Enright Welch99,732$2.81M0.57%+38,93313F-HRTimeline
Hill Investment Group Partners, LLC98,173$2.76M0.38%-143,74013F-HRTimeline
Bluespring Wealth Management, LLC96,082$2.7M0.28%+16,91813F-HRTimeline
W.H. Cornerstone Investments Inc.94,321$2.66M1.83%+34,99613F-HRTimeline
SC&H Financial Advisors, Inc.94,288$2.65M0.52%+6,70713F-HRTimeline
Level Financial Advisors92,225$2.6M0.88%+10,93313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC91,824$2.58M1.31%+7,25213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO91,450$2.57M0.05%-98,34513F-HRTimeline
Integrated Wealth Concepts LLC90,003$2.53M0.03%+83313F-HRTimeline
Quantum Financial Advisors, LLC88,810$2.5M0.37%-21,82013F-HRTimeline
Financial Symmetry Inc87,633$2.47M1.52%+4,55913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP84,462$2.38M<0.01%+24,81013F-HR/ATimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC83,605$2.35M0.92%+36,13913F-HRTimeline
Martin Worley Group83,556$2.35M1.34%+11,59013F-HRTimeline
Vannoy Advisory Group, Inc.82,785$2.33M1.73%+84113F-HRTimeline
Blue Trust, Inc.82,122$2.31M0.03%-1,79513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP81,484$2.29M0.04%+32,19413F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.78,316$2.2M0.71%+1,20713F-HRTimeline
Team Hewins, LLC77,810$2.19M0.85%+61,67413F-HR/ATimeline
Two West Capital Advisors LLC82,905$2.1M1.75%+6,02613F-HRTimeline
Factor Wealth Management LTD74,376$2.09M0.64%+30413F-HRTimeline
VANCE WEALTH, LLC74,219$2.09M0.79%-171,53513F-HRTimeline
Rehmann Capital Advisory Group73,923$2.08M0.13%+5,95813F-HRTimeline
Advyzon Investment Management, LLC73,912$2.08M0.74%-13,33413F-HRTimeline
Wealthfront Advisers LLC73,262$2.06M0.01%+80313F-HRTimeline
LJI Wealth Management, LLC73,164$2.06M0.41%-6,14013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC72,346$2.04M0.19%+2,20813F-HR/ATimeline
V2 Financial group LLC71,071$2M1.29%-3,24213F-HRTimeline
Oak Wealth Advisors LLC68,202$1.92M1.42%+21813F-HRTimeline
XY Planning Network, Inc.67,995$1.91M1.28%+8,26913F-HRTimeline
Austin Private Wealth, LLC67,418$1.9M0.17%+35,22713F-HRTimeline
True Wealth Design, LLC67,118$1.89M0.72%+93013F-HRTimeline
Grant Private Wealth Management Inc65,731$1.85M2%+21813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC64,589$1.82M0.87%+2,02713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,932$1.8M<0.01%+29,14213F-HRTimelineGroup
Mattern Wealth Management LLC63,532$1.79M0.4%-5,74313F-HRTimeline
MAI Capital Management63,475$1.79M0.01%+21,17913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC63,008$1.77M0.35%+1,44613F-HRTimeline
Nalls Sherbakoff Group, LLC62,984$1.77M1.44%13F-HRTimeline
ROBERTS GLORE & CO INC /IL/62,818$1.77M0.54%+2,21213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC62,700$1.77M<0.01%+28,80013F-HRTimeline
Aegis Wealth Management LLC59,347$1.67M0.98%+3,49313F-HRTimeline
Sandy Spring Bank59,012$1.66M0.07%+3,50313F-HRTimeline
Altiora Financial Group, LLC58,601$1.65M0.35%-5,18913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC57,897$1.63M0.23%-37813F-HRTimeline
SageView Advisory Group, LLC56,933$1.6M0.07%-49613F-HRTimeline
Gibraltar Capital Management, Inc.55,765$1.57M0.34%new13F-HRTimeline
Hemington Wealth Management55,284$1.56M0.24%-93,03613F-HRTimeline
UBS Group AGin group UBS Group AG53,653$1.51M<0.01%+36,33313F-HRTimelineGroup
McMill Wealth Management53,479$1.51M0.54%+19,14613F-HRTimeline
Orion Porfolio Solutions, LLC52,805$1.49M0.01%+28,44113F-HRTimeline
Orion Portfolio Solutions, LLC52,805$1.49M0.01%+28,44113F-HR/ATimeline
MONOGRAPH WEALTH ADVISORS, LLC52,034$1.46M0.2%-3,88513F-HRTimeline
Corus Family Wealth Advisors51,834$1.46M1%+6,04113F-HRTimeline
Gemmer Asset Management LLC51,741$1.46M0.15%+14413F-HRTimeline