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Disclosery

DFSV DIMENSIONAL ETF TRUST

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US SMALL CAP ETF (fund)

460 managers (463 13F filers) reported a position in DFSV shares at 2025-09-30, 131,585,885 shares in all. 32 filers opened a position and 14 filers sold out during the quarter.

Managers
460
13F filers
463
New
32
Added
251
Reduced
116
Sold out
14
Shares held by filers
131,585,885

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC13,293,613$423M2.57%+1,613,52813F-HR/ATimelineGroup
MATHER GROUP, LLC.6,510,973$207M2.09%+48,24413F-HRTimeline
JMG Financial Group, Ltd.5,613,124$179M5.09%+183,09213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,143,179$164M0.26%-656,71913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding5,106,820$163M+289,100Timeline
Cerity Partners LLCin group Cerity Partners LLC3,458,191$110M0.18%+422,91713F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT3,449,699$110M2.14%+238,87213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,730,548$86.9M0.33%+26,17213F-HRTimelineGroup
Modera Wealth Management, LLC2,539,420$80.9M0.94%+81,58013F-HRTimeline
Index Fund Advisors, Inc.2,427,771$77.3M3.75%+242,19513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,259,928$72M0.97%+932,45913F-HRTimeline
Cetera Investment Advisers2,089,903$66.5M0.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,020,335$64.3M0.02%+780,63613F-HRTimelineGroup
Creative Planningin group Creative Planning1,981,127$63.1M0.05%+588,63513F-HRTimelineGroup
Arista Wealth Management, LLC1,972,858$62.8M7.81%+120,45213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,772,752$56.4M0.02%+291,61013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC1,617,452$51.5M1.68%+204,82113F-HRTimeline
LPL Financial LLC1,552,465$49.4M0.01%+77,88013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,457,899$46.4M<0.01%+54,86913F-HR/ATimelineGroup
DiNuzzo Private Wealth, Inc.1,359,377$44M4.99%+24,25413F-HRTimeline
Vestmark Advisory Solutions, Inc.1,378,430$43.9M0.84%-1,292,91013F-HRTimeline
Truepoint, Inc.1,351,026$43M1%-23,99013F-HRTimeline
Beacon Pointe Advisors, LLC1,113,302$35.4M0.3%+904,53013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,005,881$32.1M3.76%+41,77613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,000,208$31.9M0.05%+104,27013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.962,298$31M0.04%+86,12213F-HRTimelineGroup
Evanson Asset Management, LLC952,699$30.3M1.71%+42,03713F-HRTimeline
Stordahl Capital Management, Inc.922,893$29.4M6.17%+26,22713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC907,100$29.1M2.95%-55113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/908,165$28.9M0.01%+75,32913F-HRTimelineGroup
HighTower Advisors, LLC879,951$28M0.03%+42,75013F-HRTimeline
Root Financial Partners, LLC876,671$27.9M1.72%+94,16913F-HRTimeline
Leading Edge Financial Planning LLC854,981$27.2M6.83%+40,11213F-HRTimeline
United Wealth Management, LLC851,923$27.1M7.38%+8,55513F-HRTimeline
Seaside Wealth Management, Inc.845,116$26.9M7.98%+12,12913F-HRTimeline
von Borstel & Associates, Inc.821,691$25.9M3.98%-4,35513F-HRTimeline
Hassell Wealth Management, LLC746,535$23.8M8.25%+16,67813F-HRTimeline
NewEdge Advisors, LLC727,889$23.2M0.11%-96,90913F-HRTimeline
Mach-1 Financial Group, LLC715,559$22.8M3.64%new13F-HRTimeline
Integrity Advisory Solutions, LLC715,559$22.8M3.64%13F-HRTimeline
Safeguard Investment Advisory Group, LLC690,490$22M5.45%-54,29713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP661,506$21.1M<0.01%-106,27313F-HRTimelineGroup
Rather & Kittrell, Inc.647,601$20.6M3.61%+64,50413F-HRTimeline
INTEGRITY ALLIANCE, LLC.636,703$20.3M0.96%+20,43413F-HRTimeline
Retirement Solution LLC635,916$20.2M4.83%+5,02513F-HR/ATimeline
Zhang Financial LLC628,875$20M0.81%-2913F-HRTimeline
Diversified Portfolios, Inc.592,314$18.9M1.66%+59,24913F-HRTimeline
Integris Wealth Management, LLC574,946$18.3M4.45%+14,53013F-HRTimeline
Equita Financial Network, Inc.559,696$17.8M6.02%-267,46813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC558,712$17.8M0.14%+464,93713F-HRTimelineGroup
Krilogy Financial LLC556,533$17.5M0.66%+37,15313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC544,973$17.4M0.02%-233,35913F-HRTimeline
Chicago Partners Investment Group LLC542,265$17.3M0.45%+29,12113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA531,668$16.9M<0.01%-7,87413F-HRTimelineGroup
Total Wealth Planning, LLC510,370$16.3M1.88%+11,85013F-HRTimeline
Wealth Advisors Northwest LLC502,244$16M7.73%-10,34513F-HRTimeline
Wealth Dimensions Group, Ltd.500,653$15.9M3.28%+44,13413F-HRTimeline
Alpha Financial Advisors, LLC496,998$15.8M5.57%+23,26713F-HRTimeline
OneDigital Investment Advisors LLC485,385$15.5M0.16%+32,24913F-HRTimeline
Geneos Wealth Management Inc.483,817$15.4M0.39%-56013F-HRTimeline
NorthCoast Asset Management LLC481,236$15.3M0.06%-58313F-HRTimeline
Grunden Financial Advisory, Inc.452,353$14.4M5.86%+37,27813F-HRTimeline
Perigon Wealth Management, LLC440,885$14M0.29%+16,92113F-HRTimeline
Trust Co of the South440,344$14M2.33%+11,08813F-HRTimeline
Well Done, LLC439,551$14M2.38%+1,96313F-HRTimeline
Allworth Financial LP438,204$14M0.06%-14,37113F-HRTimeline
Physician Wealth Solutions Inc.434,313$13.8M6.04%-1,54213F-HRTimeline
Betterment LLC426,285$13.6M0.03%+26,80013F-HRTimeline
Avantax Planning Partners, Inc.420,357$13.4M0.38%-8,24013F-HRTimeline
Clarity Wealth Development LLC403,900$12.9M11.62%+23,17413F-HRTimeline
Timonier Family Office, LTD.402,346$12.8M4.2%+42,40613F-HRTimeline
Oceanside Advisors LLC402,287$12.8M8%+5,05513F-HRTimeline
Private Wealth Management Group, LLC393,352$12.5M3.45%-11,23813F-HRTimeline
CARDIFF PARK ADVISORS, LLC392,049$12.5M0.96%-1,81913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO390,715$12.4M<0.01%+52,32813F-HR/ATimelineGroup
Greenline Partners, LLC386,604$12.3M1.5%+7,75413F-HRTimeline
Mariner, LLCin group Mariner, LLC365,135$11.6M0.02%+3,57013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.363,976$11.6M1.76%+73,18813F-HRTimeline
Navigoe, LLC354,071$11.3M7.2%+30,00913F-HRTimeline
SCRATCH CAPITAL LLC350,953$11.2M7.37%+25,40813F-HRTimeline
RFG Advisory, LLC342,589$10.9M0.23%+12,11113F-HRTimeline
Woodward Financial Advisors, Inc.336,346$10.7M4.08%+7,00313F-HRTimeline
My Personal CFO, LLC333,662$10.6M4.11%new13F-HRTimeline
Foundation Wealth Management, LLC\PA333,662$10.6M4.11%+74,19213F-HRTimeline
KEB ASSET MANAGEMENT, LLC332,441$10.6M2.37%+15613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding331,592$10.6M+12,106Timeline
Financial Engines Advisors L.L.C.330,848$10.5M0.02%+16,79213F-HRTimeline
PINNACLE ASSOCIATES LTD328,564$10.5M0.14%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…328,564$10.5M0.79%013F-HRTimeline
Avant Financial Advisors LLC326,860$10.4M7.84%+15,46413F-HRTimeline
Freedom Investment Management, Inc.316,121$10.1M2.66%-24,52213F-HRTimeline
AdvisorNet Financial, Inc314,894$10M0.57%+4,41513F-HRTimeline
RCS Financial Planning, LLC308,912$9.84M4.36%+2,97313F-HRTimeline
Abel Hall, LLC307,219$9.78M3.95%+27,23513F-HRTimeline
PBMares Wealth Management LLC304,992$9.71M1.57%+49,68613F-HRTimeline
Financial Architects, LLC304,365$9.69M5.51%+6,44513F-HRTimeline
Plancorp, LLC304,225$9.69M0.3%+16,87513F-HRTimeline
Orion Porfolio Solutions, LLC299,431$9.53M0.07%+12,83213F-HRTimeline
BOS Asset Management, LLC295,955$9.42M2.66%+8,29013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP286,787$9.13M0.12%+16,04813F-HRTimeline
Sterling Financial Planning, Inc.280,173$8.92M2.81%+2,46313F-HRTimeline
Ballentine Capital Advisors, Inc274,857$8.75M3.87%+9,79513F-HRTimeline
McIlrath & Eck, LLC272,041$8.66M0.89%+32,10913F-HRTimeline
TCI Wealth Advisors, Inc.265,995$8.47M0.51%+9,50713F-HRTimeline
Farther Finance Advisors, LLC264,714$8.43M0.13%+111,11013F-HRTimeline
Tortoise Investment Management, LLC264,068$8.41M0.75%+2,53813F-HRTimeline
Aspen Capital Management, LLC260,564$8.3M2.11%+7,19613F-HRTimeline
MML INVESTORS SERVICES, LLC250,903$7.99M0.02%+204,08013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.239,196$7.62M6.62%+5,34413F-HRTimeline
EQ WEALTH ADVISORS, LLC231,864$7.38M4.85%-3,03613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS231,114$7.36M4.26%+38,45713F-HRTimeline
Cambridge Investment Research Advisors,…211,004$6.72M0.02%+82,81613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC207,057$6.59M1.58%+2,01313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP192,046$6.11M0.01%+5,72113F-HRTimelineGroup
PINNEY & SCOFIELD, INC.189,316$6.03M3.74%+29,24113F-HRTimeline
SEVEN MILE ADVISORY186,570$5.94M0.96%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC184,093$5.86M0.05%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC184,067$5.86M0.39%+1,75613F-HRTimeline
Gradient Capital Advisors, LLC180,376$5.74M1.54%+7,94413F-HRTimeline
Pettinga Financial Advisors LLC177,008$5.64M1.1%+21,94913F-HRTimeline
Hippocratic Financial Advisors, LLC175,364$5.58M2.69%+1,08813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC173,196$5.51M0.11%+2,36813F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC173,018$5.51M2.31%+2,41513F-HRTimeline
Pillar Financial Advisors, LLC169,260$5.39M3.38%+10,41313F-HRTimeline
Vantage Point Financial LLC165,909$5.28M2.05%+1,07913F-HRTimeline
Discipline Wealth Solutions, LLC154,980$4.93M1.3%+12,37413F-HRTimeline
Marquette Asset Management, LLC154,870$4.93M0.75%-4113F-HRTimeline
Burk Holdings LLC151,619$4.83M2.58%+1,09513F-HRTimeline
Parkwoods Wealth Partners, LLC148,318$4.72M1.61%+123,32213F-HRTimeline
American Investment Services, Inc.147,289$4.69M1.13%+10,95613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP141,766$4.51M0.06%-25,52513F-HRTimelineGroup
Lantz Financial LLC139,022$4.43M0.98%+11,73313F-HRTimeline
Aviance Capital Partners, LLC135,513$4.31M0.51%+3,15313F-HRTimeline
Cravens & Co Advisors, LLC135,467$4.31M2.94%+3,25713F-HRTimeline
Hill Investment Group Partners, LLC134,521$4.28M0.52%+29613F-HRTimeline
Fermata Advisors, LLC133,057$4.24M1.07%-3,74013F-HRTimeline
XY Planning Network, Inc.143,039$4.21M1.43%013F-HRTimeline
Sequoia Financial Advisors, LLC131,593$4.19M0.03%+102,74213F-HRTimeline
Strathmore Capital Advisors, Inc.130,587$4.16M1.7%+6,98313F-HRTimeline
SACHEM HILL LLC130,100$4.14M0.83%-3,17513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …129,928$4.14M0.09%+1,50213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP127,693$4.1M<0.01%+6,84513F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC124,512$3.96M0.46%-2,95413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP124,300$3.96M0.01%new13F-HRTimelineGroup
Summit Wealth Group, LLC122,912$3.91M0.95%+5,45913F-HRTimeline
Advisory Alpha, LLC120,971$3.87M0.11%+9,21813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC120,542$3.84M1.27%+25,91113F-HRTimeline
Disciplined Investors, L.L.C.117,872$3.75M2.67%+1,01113F-HRTimeline
McMill Wealth Management117,458$3.74M1.07%+18,10813F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.116,747$3.72M2.59%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.115,333$3.67M2.15%+8,84813F-HRTimeline
Quantum Financial Advisors, LLC114,549$3.65M0.44%+68113F-HRTimeline
ABLE Financial Group, LLC112,687$3.59M0.78%-7,32113F-HRTimeline
Quent Capital, LLC108,527$3.46M0.29%+5,63813F-HRTimeline
Level Financial Advisors108,269$3.45M0.97%+15,50413F-HRTimeline
McLean Asset Management Corp104,892$3.39M0.7%new13F-HRTimeline
Financial Symmetry Inc106,057$3.38M1.52%+14,49313F-HRTimeline
WealthCollab, LLC104,840$3.34M1.54%013F-HRTimeline
BetterWealth, LLC103,033$3.28M0.78%-9,71913F-HRTimeline
Outbound Financial Inc102,727$3.27M2.67%-1,13613F-HRTimeline
Team Hewins, LLC102,594$3.27M1.1%-4,15613F-HRTimeline
Factor Wealth Management LTD101,123$3.22M0.8%+11,16813F-HRTimeline
LAM GROUP, INC.100,990$3.22M1.99%-3,87513F-HRTimeline
W.H. Cornerstone Investments Inc.100,844$3.21M1.96%+2,86213F-HRTimeline
IFG Advisory, LLC100,085$3.19M0.14%-8,00813F-HRTimeline
Austin Private Wealth, LLC97,333$3.1M0.24%+6,43213F-HRTimeline
Squire Investment Management Company, L…96,840$3.08M1%+11,71113F-HRTimeline
CWM, LLCin group CWM, LLC93,221$2.97M0.01%-61,11813F-HRTimelineGroup
Acorn Wealth Advisors, LLC93,137$2.97M0.93%+33,00413F-HRTimeline
Oak Wealth Advisors LLC92,174$2.93M1.71%-65113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP91,111$2.9M<0.01%-15,89813F-HRTimelineGroup
SC&H Financial Advisors, Inc.90,626$2.89M0.47%-15,69813F-HRTimeline
Integrated Wealth Concepts LLC90,369$2.88M0.03%+9013F-HRTimeline
Blue Trust, Inc.90,184$2.87M0.03%+14513F-HRTimeline
Two West Capital Advisors LLC87,758$2.82M1.7%+3,33413F-HRTimeline
Advyzon Investment Management, LLC88,541$2.82M0.48%+11,18913F-HRTimeline
NKCFO LLC88,450$2.82M0.85%new13F-HRTimeline
Bluespring Wealth Management, LLC87,732$2.79M0.24%-2,29713F-HRTimeline
Burton Enright Welch86,828$2.76M0.42%+81413F-HRTimeline
CSS LLC/IL85,740$2.73M0.16%+42,78013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC85,603$2.73M1.79%-10,85813F-HRTimeline
Vannoy Advisory Group, Inc.85,139$2.71M1.77%+77513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp81,997$2.61M0.05%+7,43813F-HRTimelineGroup
Alpha Advisors, LLC/VA81,991$2.61M1.96%+18,74313F-HRTimeline
Corus Family Wealth Advisors79,911$2.54M1.87%+1,02313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC79,373$2.53M0.42%+8,01713F-HRTimeline
Rehmann Capital Advisory Group77,569$2.47M0.14%+5,30913F-HRTimeline
ROBERTS GLORE & CO INC /IL/75,823$2.41M0.66%-1,89313F-HRTimeline
VANCE WEALTH, LLC75,710$2.41M0.74%+5,46013F-HRTimeline
Strategic Investment Solutions, Inc. /IL74,852$2.38M0.63%-12,82413F-HRTimeline
V2 Financial group LLC74,522$2.37M1.31%+2,94813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.74,034$2.36M0.65%+69213F-HRTimeline
Evensky & Katz LLC72,275$2.3M0.13%+12513F-HRTimeline
Ruedi Wealth Management, Inc.72,094$2.3M0.64%+4,16913F-HRTimeline
Brady Martz Wealth Solutions, LLC71,830$2.29M0.42%+3,47413F-HRTimeline
Nalls Sherbakoff Group, LLC70,613$2.25M1.52%+4,99713F-HRTimeline
Lindenwold Advisors, INC70,465$2.24M1.06%+24,02313F-HRTimeline
&PARTNERS57,823$2.24M0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC69,246$2.2M0.13%+92113F-HRTimeline
MAI Capital Management66,373$2.11M0.01%+60313F-HRTimeline