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Disclosery

DFSV DIMENSIONAL ETF TRUST

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US SMALL CAP ETF (fund)

447 managers (450 13F filers) reported a position in DFSV shares at 2025-06-30, 124,800,601 shares in all. 56 filers opened a position and 28 filers sold out during the quarter.

Managers
447
13F filers
450
New
56
Added
260
Reduced
97
Sold out
28
Shares held by filers
124,800,601

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLCin group Savant Capital, LLC11,680,085$344M2.47%+2,376,97513F-HR/ATimelineGroup
MATHER GROUP, LLC.6,462,729$190M2.03%+1,452,29013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,799,898$171M0.23%+753,96913F-HR/ATimelineGroup
JMG Financial Group, Ltd.5,430,032$160M4.84%-386,83313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,817,720$142M+1,553,907Timeline
RITHOLTZ WEALTH MANAGEMENT3,210,827$94.5M2.09%+758,88413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,035,274$89.3M0.16%+2,102,09213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,704,376$79.6M0.31%-578,99313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.2,671,340$78.6M1.14%+1,441,69013F-HRTimeline
Modera Wealth Management, LLC2,457,840$72.3M0.9%-478,93813F-HRTimeline
Index Fund Advisors, Inc.2,185,576$64.3M3.61%+228,40113F-HRTimeline
EP Wealth Advisors, LLC1,903,813$56M0.37%-124,54413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,888,085$55.6M0.31%-234,41213F-HRTimeline
Arista Wealth Management, LLC1,852,406$54.5M7.54%+68,93313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,481,142$43.6M0.02%+113,86013F-HRTimelineGroup
LPL Financial LLC1,474,585$43.4M0.01%+8,35313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,412,631$41.6M1.46%+155,66513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,403,030$41.3M<0.01%+150,11513F-HRTimelineGroup
Creative Planningin group Creative Planning1,392,492$41M0.04%+642,64013F-HRTimelineGroup
Truepoint, Inc.1,375,016$40.5M1.01%+386,61713F-HRTimeline
DiNuzzo Private Wealth, Inc.1,335,123$39.3M4.66%+96,67113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,327,469$39.1M0.64%+1,327,25213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,239,699$36.5M0.01%+61,10613F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC964,105$28.4M3.62%+37,88213F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC907,651$27.9M3.19%+12,99913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…895,938$27.6M0.05%+111,60013F-HRTimeline
Evanson Asset Management, LLC910,662$26.8M1.67%+16,67913F-HRTimeline
Stordahl Capital Management, Inc.896,666$26.4M5.86%+24,36913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.876,176$25.8M0.05%-26,30113F-HR/ATimelineGroup
United Wealth Management, LLC843,368$24.8M7.21%+38,03513F-HRTimeline
HighTower Advisors, LLC837,201$24.6M0.03%+397,01913F-HRTimeline
Seaside Wealth Management, Inc.832,987$24.5M7.8%+45,24013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/832,836$24.5M0.01%+80,14613F-HRTimelineGroup
von Borstel & Associates, Inc.826,046$24.5M6.45%+99,66913F-HRTimeline
Jentner Corp831,144$24.5M6.55%+83,34613F-HRTimeline
Equita Financial Network, Inc.827,164$24.3M9.69%-42,82913F-HRTimeline
NewEdge Advisors, LLC824,798$24.3M0.13%-55,91813F-HRTimeline
Leading Edge Financial Planning LLC814,869$24M6.67%+68,15813F-HRTimeline
Root Financial Partners, LLC782,502$23M2.23%-515,38113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC778,332$22.9M0.03%-119,83413F-HRTimeline
Hassell Wealth Management, LLC729,857$22.7M8.31%+44,63813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP767,779$22.6M<0.01%-211,88913F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC744,787$21.9M5.47%-5,58113F-HRTimeline
Retirement Solution LLC630,891$18.6M4.74%+7,10013F-HR/ATimeline
Zhang Financial LLC628,904$18.5M0.85%-68,96513F-HRTimeline
INTEGRITY ALLIANCE, LLC.616,269$18.1M0.99%+24,69313F-HRTimeline
Rather & Kittrell, Inc.583,097$17.2M3.4%+64,03113F-HRTimeline
Integris Wealth Management, LLC560,416$16.5M4.3%-64313F-HRTimeline
Chicago Partners Investment Group LLC513,144$16M0.46%+10,80413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA539,542$15.9M<0.01%+49,96213F-HR/ATimelineGroup
Diversified Portfolios, Inc.533,065$15.7M1.5%+89,14613F-HRTimeline
Krilogy Financial LLC519,380$15.3M0.88%+51,03213F-HRTimeline
Wealth Advisors Northwest LLC512,589$15.1M7.95%+83,24713F-HRTimeline
Total Wealth Planning, LLC498,520$14.7M1.85%+90,06913F-HRTimeline
Waterway Wealth Management, LLC495,864$14.6M4.41%+17,34613F-HRTimeline
Geneos Wealth Management Inc.484,377$14.3M0.35%-453,17713F-HRTimeline
NorthCoast Asset Management LLC481,819$14.2M0.06%+264,57113F-HRTimeline
Alpha Financial Advisors, LLC473,731$13.9M5.39%-47,33813F-HRTimeline
Wealth Dimensions Group, Ltd.456,519$13.4M2.96%+19,45913F-HRTimeline
OneDigital Investment Advisors LLC453,136$13.3M0.15%+3,49013F-HRTimeline
Allworth Financial LP452,575$13.3M0.06%+3,84513F-HRTimeline
Well Done, LLC437,588$12.9M2.42%+54,12313F-HRTimeline
Physician Wealth Solutions Inc.435,855$12.8M5.95%-3,98213F-HRTimeline
Trust Co of the South429,256$12.6M2.24%+89,26613F-HRTimeline
Avantax Planning Partners, Inc.428,597$12.6M0.4%+157,07213F-HRTimeline
Perigon Wealth Management, LLC423,964$12.5M0.29%+35,78013F-HRTimeline
Grunden Financial Advisory, Inc.415,075$12.2M5.39%+8,08813F-HRTimeline
Private Wealth Management Group, LLC404,590$11.9M3.96%+7,32813F-HRTimeline
Betterment LLC399,485$11.8M0.03%+77,26313F-HRTimeline
Oceanside Advisors LLC397,232$11.7M7.82%+18,48113F-HRTimeline
CARDIFF PARK ADVISORS, LLC393,868$11.6M1%+83,21413F-HRTimeline
Clarity Wealth Development LLC380,726$11.2M11.16%+16,96413F-HRTimeline
Greenline Partners, LLC378,850$11.1M1.5%+378,24313F-HRTimeline
Mariner, LLCin group Mariner, LLC361,565$10.6M0.02%+63,79913F-HRTimelineGroup
Timonier Family Office, LTD.359,940$10.6M3.96%+58,38513F-HRTimeline
Freedom Investment Management, Inc.340,643$10M0.8%+46,38213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO338,387$9.96M<0.01%+8,30713F-HRTimelineGroup
KEB ASSET MANAGEMENT, LLC332,285$9.78M2.44%+124,66913F-HRTimeline
RFG Advisory, LLC330,478$9.73M0.23%-149,85213F-HRTimeline
Woodward Financial Advisors, Inc.329,343$9.69M3.99%+48,09313F-HRTimeline
PINNACLE ASSOCIATES LTD328,564$9.67M0.14%+7,25613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…328,564$9.67M0.8%+7,25613F-HRTimeline
SCRATCH CAPITAL LLC325,545$9.58M7.79%+136,29213F-HRTimeline
Navigoe, LLC324,062$9.54M7.2%+53,09113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding319,486$9.4M+19,754Timeline
Financial Engines Advisors L.L.C.314,056$9.24M0.02%+187,78213F-HRTimeline
Avant Financial Advisors LLC311,396$9.16M7.55%+43,55113F-HRTimeline
AdvisorNet Financial, Inc310,479$9.14M0.59%+16,09313F-HRTimeline
RCS Financial Planning, LLC305,939$9M4.48%+4,10513F-HRTimeline
Financial Architects, LLC297,920$8.77M5.33%-10,77513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.290,788$8.56M1.46%-39,68013F-HRTimeline
BOS Asset Management, LLC287,665$8.47M2.7%+12,94013F-HRTimeline
Plancorp, LLC287,350$8.46M0.29%+162,06213F-HRTimeline
Orion Porfolio Solutions, LLC286,599$8.43M0.07%+233,79413F-HR/ATimeline
Abel Hall, LLC279,984$8.24M3.81%-9,42013F-HRTimeline
Sterling Financial Planning, Inc.277,710$8.17M2.73%+44,78213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP270,739$7.97M0.11%-58,93813F-HRTimeline
Ballentine Capital Advisors, Inc265,062$7.8M3.7%+3,20113F-HRTimeline
Tortoise Investment Management, LLC261,530$7.7M0.73%+64,50113F-HRTimeline
Foundation Wealth Management, LLC\PA259,470$7.64M3.3%+50,68513F-HRTimeline
TCI Wealth Advisors, Inc.256,488$7.55M0.52%+239,73213F-HRTimeline
PBMares Wealth Management LLC255,306$7.51M1.37%+51,95113F-HRTimeline
Aspen Capital Management, LLC253,368$7.46M2.09%-18,54413F-HRTimeline
McIlrath & Eck, LLC239,932$7.06M0.81%+29,07913F-HRTimeline
EQ WEALTH ADVISORS, LLC234,900$6.91M4.71%+19,77613F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.233,852$6.88M6.47%13F-HR/ATimeline
Beacon Pointe Advisors, LLC208,772$6.14M0.06%-4,22113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC205,044$6.03M1.55%+70,97113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS192,657$5.67M3.88%+42,83413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP186,325$5.48M0.01%-8,21613F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC182,311$5.37M0.39%+8,96513F-HRTimeline
Hippocratic Financial Advisors, LLC174,276$5.13M2.74%+37513F-HRTimeline
Gradient Capital Advisors, LLC172,432$5.07M1.5%+33,29913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC170,828$5.03M0.1%+11,67513F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC170,603$5.02M2.25%+12,23513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP167,291$4.92M0.07%+85,80713F-HRTimelineGroup
Vantage Point Financial LLC164,830$4.85M2.13%+11,61513F-HRTimeline
PINNEY & SCOFIELD, INC.160,075$4.71M3.19%+20,43413F-HRTimeline
Pillar Financial Advisors, LLC158,847$4.67M3.23%+18,14813F-HRTimeline
Pettinga Financial Advisors LLC155,059$4.56M1%+35,01213F-HRTimeline
Marquette Asset Management, LLC154,911$4.56M0.76%new13F-HRTimeline
CWM, LLCin group CWM, LLC154,339$4.54M0.02%-193,51613F-HRTimelineGroup
Farther Finance Advisors, LLC153,604$4.52M0.09%-16,45713F-HRTimeline
Efficient Frontier Advisors LLC152,343$4.48M2.85%+3,44413F-HRTimeline
Burk Holdings LLC150,524$4.43M2.77%+38,79413F-HRTimeline
XY Planning Network, Inc.143,039$4.21M1.43%+75,04413F-HRTimeline
Discipline Wealth Solutions, LLC142,606$4.2M1.61%+16,01113F-HRTimeline
Fermata Advisors, LLC136,797$4.03M1.08%+1,11813F-HRTimeline
American Investment Services, Inc.136,333$4.01M1.02%+2,52113F-HRTimeline
Hill Investment Group Partners, LLC134,225$3.95M0.51%+36,05213F-HRTimeline
SACHEM HILL LLC133,275$3.92M0.8%-23,77813F-HRTimeline
Aviance Capital Partners, LLC132,360$3.9M0.51%+21,08813F-HRTimeline
Cravens & Co Advisors, LLC132,210$3.89M2.9%+15,42413F-HRTimeline
Strathmore Capital Advisors, Inc.123,604$3.81M1.68%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …128,426$3.78M0.09%+15,09013F-HRTimelineGroup
Cambridge Investment Research Advisors,…128,188$3.77M0.01%+1,27513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC127,466$3.75M0.47%-11,65513F-HRTimeline
Lantz Financial LLC127,289$3.75M0.93%-108,34213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP120,848$3.56M<0.01%+36,38613F-HRTimelineGroup
ABLE Financial Group, LLC120,008$3.53M0.85%+83,53113F-HRTimeline
Summit Wealth Group, LLC117,453$3.46M0.89%+99,52313F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO117,055$3.44M0.86%13F-HRTimeline
Disciplined Investors, L.L.C.116,861$3.44M2.68%-1913F-HRTimeline
Quantum Financial Advisors, LLC113,868$3.35M0.45%+25,05813F-HRTimeline
BetterWealth, LLC112,752$3.32M0.85%-8,83913F-HRTimeline
Advisory Alpha, LLC111,753$3.29M0.1%+8,75113F-HRTimeline
IFG Advisory, LLC108,093$3.18M0.16%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,009$3.15M<0.01%+7,09513F-HRTimelineGroup
Team Hewins, LLC106,750$3.14M1.13%+28,94013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.106,485$3.13M1.98%+4,73913F-HRTimeline
SC&H Financial Advisors, Inc.106,324$3.13M0.53%+12,03613F-HRTimeline
LAM GROUP, INC.104,865$3.09M2.06%+2,08013F-HRTimeline
WealthCollab, LLC104,840$3.09M1.73%new13F-HRTimeline
Outbound Financial Inc103,863$3.06M2.79%13F-HRTimeline
Quent Capital, LLC102,889$3.03M0.29%-27,37613F-HRTimeline
McMill Wealth Management99,350$2.93M0.97%+45,87113F-HRTimeline
W.H. Cornerstone Investments Inc.97,982$2.88M1.83%+3,66113F-HRTimeline
Martin Worley Group96,789$2.85M1.39%+13,23313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC96,461$2.84M1.94%-11,19413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC94,631$2.78M1.01%+11,02613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC93,775$2.76M0.03%new13F-HRTimelineGroup
Oak Wealth Advisors LLC92,825$2.73M1.75%+24,62313F-HRTimeline
Level Financial Advisors92,765$2.73M0.85%+54013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,755$2.73M<0.01%+28,82313F-HRTimelineGroup
Financial Symmetry Inc91,564$2.69M1.39%+3,93113F-HRTimeline
Austin Private Wealth, LLC90,901$2.68M0.21%+23,48313F-HRTimeline
Integrated Wealth Concepts LLC90,279$2.66M0.03%+27613F-HRTimeline
Blue Trust, Inc.90,039$2.65M0.03%+7,91713F-HRTimeline
Bluespring Wealth Management, LLC90,029$2.65M0.25%-6,05313F-HRTimeline
Factor Wealth Management LTD89,955$2.65M0.72%+15,57913F-HRTimeline
Two West Capital Advisors LLC84,424$2.6M1.7%+1,51913F-HRTimeline
Strategic Investment Solutions, Inc. /IL87,676$2.58M0.78%-134,46313F-HRTimeline
Burton Enright Welch86,014$2.53M0.44%-13,71813F-HRTimeline
Squire Investment Management Company, L…85,129$2.51M0.92%+67,98213F-HRTimeline
Vannoy Advisory Group, Inc.84,364$2.48M1.72%+1,57913F-HRTimeline
LJI Wealth Management, LLC79,167$2.33M0.41%+6,00313F-HRTimeline
Corus Family Wealth Advisors78,888$2.32M1.64%+27,05413F-HRTimeline
ROBERTS GLORE & CO INC /IL/77,716$2.29M0.67%+14,89813F-HRTimeline
Advyzon Investment Management, LLC77,352$2.28M0.5%+3,44013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp74,559$2.19M0.05%new13F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.73,342$2.16M0.64%-4,97413F-HRTimeline
Rehmann Capital Advisory Group72,260$2.13M0.13%-1,66313F-HRTimeline
Evensky & Katz LLC72,150$2.12M0.13%-30,96313F-HRTimeline
V2 Financial group LLC71,574$2.11M1.27%+50313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC71,356$2.1M0.38%+8,34813F-HRTimeline
VANCE WEALTH, LLC70,250$2.07M0.7%-3,96913F-HRTimeline
Brady Martz Wealth Solutions, LLC68,356$2.01M0.39%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC68,325$2.01M0.16%-4,02113F-HRTimeline
Ruedi Wealth Management, Inc.67,925$2M0.59%+53,54513F-HRTimeline
QUARRY HILL ADVISORS, LLC66,062$1.94M1.13%+37,01813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP66,023$1.94M0.04%+56,36113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,941$1.94M<0.01%+59,15213F-HRTimelineGroup
MAI Capital Management65,770$1.94M0.01%+2,29513F-HRTimeline
Nalls Sherbakoff Group, LLC65,616$1.93M1.41%+2,63213F-HRTimeline
Emprise Bank64,648$1.9M0.91%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC63,935$1.88M0.24%+6,03813F-HRTimeline
True Wealth Design, LLC63,932$1.88M0.66%-3,18613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC63,544$1.87M0.81%-1,04513F-HRTimeline
Alpha Advisors, LLC/VA63,248$1.86M1.59%+19,67313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…62,709$1.85M<0.01%+12,19713F-HR/ATimelineGroup