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Disclosery

DFSV DIMENSIONAL ETF TRUST

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US SMALL CAP ETF (fund)

522 managers (525 13F filers) reported a position in DFSV shares at 2025-12-31, 147,100,064 shares in all. 36 filers opened a position and 19 filers sold out during the quarter.

Managers
522
13F filers
525
New
36
Added
270
Reduced
124
Sold out
19
Shares held by filers
147,100,064

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC16,083,198$529M3.01%+2,789,58513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,298,072$240M0.33%+2,154,89313F-HR/ATimelineGroup
MATHER GROUP, LLC.6,616,180$218M2.24%+105,20713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,241,869$205M+1,135,049Timeline
JMG Financial Group, Ltd.5,832,420$192M5.39%+219,29613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,806,878$125M0.18%+348,68713F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT3,618,411$119M2.17%+168,71213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,778,524$91.4M0.35%+47,97613F-HRTimelineGroup
Modera Wealth Management, LLC2,660,446$87.5M1.01%+121,02613F-HRTimeline
Index Fund Advisors, Inc.2,556,867$84.1M3.95%+129,09613F-HRTimeline
Cetera Investment Advisers2,410,340$79.3M0.09%+320,43713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,194,002$72.2M0.93%-65,92613F-HRTimeline
LPL Financial LLC2,109,965$69.4M0.02%+557,50013F-HRTimeline
Creative Planningin group Creative Planning2,087,584$68.7M0.05%+106,45713F-HRTimelineGroup
Arista Wealth Management, LLC2,079,167$68.4M8.41%+106,30913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,073,356$68.2M0.02%+53,02113F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC2,066,098$68M2.15%+448,64613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,856,193$61.1M0.02%+83,44113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,570,108$51.6M<0.01%+112,20913F-HRTimelineGroup
EP Wealth Advisors, LLC1,538,016$50.6M0.26%13F-HRTimeline
Vestmark Advisory Solutions, Inc.1,434,271$47.2M0.64%+55,84113F-HRTimeline
DiNuzzo Private Wealth, Inc.1,351,902$44.5M4.84%-7,47513F-HRTimeline
Truepoint, Inc.1,337,204$44M0.99%-13,82213F-HRTimeline
Evanson Asset Management, LLC1,027,169$33.8M1.82%+74,47013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…980,120$33.5M0.05%-20,08813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC984,078$32.4M3.55%-21,80313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.963,563$31.7M0.05%+1,26513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/954,243$31.4M0.01%+46,07813F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC903,036$30.9M2.92%-4,06413F-HRTimeline
Stordahl Capital Management, Inc.931,205$30.6M6.3%+8,31213F-HRTimeline
Leading Edge Financial Planning LLC923,964$30.4M6.92%+68,98313F-HRTimeline
Beacon Pointe Advisors, LLC912,614$30M0.21%-200,68813F-HRTimeline
Seaside Wealth Management, Inc.887,728$29.2M8.33%+42,61213F-HRTimeline
United Wealth Management, LLC883,949$29.1M7.52%+32,02613F-HRTimeline
HighTower Advisors, LLC881,077$29M0.03%+1,12613F-HRTimeline
von Borstel & Associates, Inc.837,440$27.5M6.46%+15,74913F-HRTimeline
Hassell Wealth Management, LLC751,660$26.2M8.78%+5,12513F-HRTimeline
Integrity Advisory Solutions, LLC795,935$26.2M3.77%+80,37613F-HRTimeline
Sequoia Financial Advisors, LLC747,768$24.6M0.14%+616,17513F-HRTimeline
INTEGRITY ALLIANCE, LLC.696,249$22.9M0.84%+59,54613F-HRTimeline
HARBOUR INVESTMENTS, INC.684,890$22.5M0.46%new13F-HRTimeline
Rather & Kittrell, Inc.681,209$22.4M3.61%+33,60813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP657,597$21.6M<0.01%-3,90913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC655,965$21.6M0.03%+110,99213F-HRTimeline
Safeguard Investment Advisory Group, LLC654,229$21.5M5.5%-36,26113F-HRTimeline
Retirement Solution LLC652,952$21.5M4.76%+17,03613F-HRTimeline
Diversified Portfolios, Inc.645,753$21.2M1.77%+53,43913F-HRTimeline
Zhang Financial LLC635,274$20.9M0.78%+6,39913F-HRTimeline
Root Financial Partners, LLC617,486$20.3M1.05%-259,18513F-HRTimeline
Integris Wealth Management, LLC608,200$20M4.55%+33,25413F-HRTimeline
Krilogy Financial LLC567,473$19.9M0.68%+10,94013F-HRTimeline
OneDigital Investment Advisors LLC600,596$19.8M0.19%+115,21113F-HRTimeline
Chicago Partners Investment Group LLC554,711$19.5M0.48%+12,44613F-HRTimeline
Equita Financial Network, Inc.590,753$19.4M5.86%+31,05713F-HRTimeline
NewEdge Advisors, LLC585,714$19.3M0.07%-142,17513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC576,120$18.9M0.16%+17,40813F-HRTimelineGroup
Wealth Dimensions Group, Ltd.555,493$18.3M3.63%+54,84013F-HRTimeline
CWM, LLCin group CWM, LLC550,491$18.1M0.05%+457,27013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA548,526$18M<0.01%+16,85813F-HRTimelineGroup
Alpha Financial Advisors, LLC529,912$17.4M5.33%+32,91413F-HRTimeline
Wealth Advisors Northwest LLC524,670$17.3M7.65%+22,42613F-HRTimeline
Geneos Wealth Management Inc.492,987$16.2M0.4%+9,17013F-HRTimeline
Grunden Financial Advisory, Inc.464,053$15.3M5.96%+11,70013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…460,259$15.1M0.03%+396,83613F-HR/ATimelineGroup
Perigon Wealth Management, LLC457,656$15.1M0.27%+16,77113F-HRTimeline
Clarity Wealth Development LLC453,367$14.9M12.61%+49,46713F-HRTimeline
Vise Technologies, Inc.453,238$14.9M0.29%+430,90413F-HRTimeline
Trust Co of the South446,272$14.7M2.36%+5,92813F-HRTimeline
Allworth Financial LP441,034$14.5M0.06%+2,83013F-HRTimeline
Betterment LLC435,005$14.3M0.03%+8,72013F-HRTimeline
Timonier Family Office, LTD.431,045$14.2M4.5%+28,69913F-HRTimeline
Well Done, LLC428,720$14.1M2.11%-10,83113F-HRTimeline
Physician Wealth Solutions Inc.428,333$14.1M5.98%-5,98013F-HRTimeline
Avantax Planning Partners, Inc.420,408$13.8M0.39%+5113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.414,592$13.6M1.93%+50,61613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO401,405$13.6M<0.01%+10,69013F-HRTimelineGroup
Farther Finance Advisors, LLC406,031$13.4M0.14%+141,31713F-HRTimeline
Oceanside Advisors LLC404,604$13.3M8.07%+2,31713F-HRTimeline
Foundation Wealth Management, LLC\PA400,037$13.2M4.77%+66,37513F-HRTimeline
Greenline Partners, LLC386,604$12.7M1.45%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC383,489$12.6M1.04%-8,56013F-HRTimeline
SCRATCH CAPITAL LLC376,351$12.4M8.1%+25,39813F-HRTimeline
Private Wealth Management Group, LLC370,835$12.2M3.26%-22,51713F-HRTimeline
Mariner, LLCin group Mariner, LLC364,229$12M0.01%-90613F-HRTimelineGroup
Navigoe, LLC357,035$11.7M7.25%+2,96413F-HRTimeline
RFG Advisory, LLC351,192$11.6M0.22%+8,60313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP342,693$11.3M0.14%+55,90613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding338,275$11.1M+6,683Timeline
Woodward Financial Advisors, Inc.337,486$11.1M4.16%+1,14013F-HRTimeline
KEB ASSET MANAGEMENT, LLC336,139$11.1M2.24%+3,69813F-HRTimeline
Financial Engines Advisors L.L.C.333,788$11M0.02%+2,94013F-HRTimeline
Plancorp, LLC329,509$10.8M0.33%+25,28413F-HRTimeline
PINNACLE ASSOCIATES LTD328,564$10.8M0.14%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…328,564$10.8M0.74%013F-HRTimeline
AdvisorNet Financial, Inc322,866$10.6M0.57%+7,97213F-HRTimeline
Financial Architects, LLC320,990$10.6M5.68%+16,62513F-HRTimeline
Abel Hall, LLC319,571$10.5M2.45%+12,35213F-HRTimeline
McIlrath & Eck, LLC316,718$10.4M0.97%+44,67713F-HRTimeline
BOS Asset Management, LLC315,598$10.4M2.78%+19,64313F-HRTimeline
Avant Financial Advisors LLC314,848$10.4M7.44%-12,01213F-HRTimeline
Orion Porfolio Solutions, LLC306,620$10.1M0.07%+7,18913F-HRTimeline
Freedom Investment Management, Inc.306,518$10.1M2.93%-9,60313F-HRTimeline
Waterford Advisors, LLC279,065$10.1M3.93%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS280,061$9.94M5.05%+48,94713F-HRTimeline
RCS Financial Planning, LLC293,376$9.65M4.16%-15,53613F-HRTimeline
Ballentine Capital Advisors, Inc288,288$9.48M3.99%+13,43113F-HRTimeline
Sterling Financial Planning, Inc.286,687$9.43M2.84%+6,51413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP285,500$9.39M0.01%+161,20013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC282,440$9.29M0.02%+31,53713F-HRTimeline
Tortoise Investment Management, LLC279,622$9.2M0.81%+15,55413F-HRTimeline
Aspen Capital Management, LLC276,339$9.09M2.25%+15,77513F-HRTimeline
SeedSafe Financial LLC263,800$8.68M7.68%13F-HRTimeline
TCI Wealth Advisors, Inc.260,138$8.56M0.47%-5,85713F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.255,418$8.4M6.97%+16,22213F-HRTimeline
Cambridge Investment Research Advisors,…236,486$7.78M0.02%+25,48213F-HRTimeline
EQ WEALTH ADVISORS, LLC221,760$7.29M4.31%-10,10413F-HRTimeline
McLean Asset Management Corp201,538$7.01M1.26%+96,64613F-HRTimeline
Parkwoods Wealth Partners, LLC207,768$6.83M2.01%+59,45013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC203,465$6.69M1.54%-3,59213F-HRTimeline
Gradient Capital Advisors, LLC197,631$6.5M1.68%+17,25513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC196,410$6.46M0.13%+23,21413F-HRTimelineGroup
PINNEY & SCOFIELD, INC.195,879$6.44M3.66%+6,56313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC194,562$6.4M0.05%+10,46913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP194,099$6.38M0.01%+2,05313F-HRTimelineGroup
Vantage Point Financial LLC188,576$6.2M2.22%+22,66713F-HRTimeline
Discipline Wealth Solutions, LLC187,302$6.16M1.14%+32,32213F-HRTimeline
SEVEN MILE ADVISORY184,914$6.08M1.04%-1,65613F-HRTimeline
Hippocratic Financial Advisors, LLC180,097$5.92M2.73%+4,73313F-HRTimeline
Pillar Financial Advisors, LLC179,654$5.91M3.56%+10,39413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC179,220$5.89M0.38%-4,84713F-HRTimeline
Strathmore Capital Advisors, Inc.164,361$5.41M1.77%+33,77413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP157,285$5.17M<0.01%+29,59213F-HRTimelineGroup
B&D White Capital Company, LLC157,148$5.17M0.6%new13F-HRTimeline
Lantz Financial LLC156,489$5.15M1.09%+17,46713F-HRTimeline
Burk Holdings LLC153,935$5.06M2.41%+2,31613F-HRTimeline
Pettinga Financial Advisors LLC153,554$5.05M0.96%-23,45413F-HRTimeline
Marquette Asset Management, LLC152,908$5.03M0.74%-1,96213F-HRTimeline
Acorn Wealth Advisors, LLC152,128$5M1.49%+58,99113F-HRTimeline
Foundry Financial LLC151,671$4.99M2.62%13F-HRTimeline
American Investment Services, Inc.151,323$4.98M1.16%+4,03413F-HRTimeline
Three Arch Wealth Management LLC147,363$4.85M0.91%13F-HRTimeline
COGENT STRATEGIC WEALTH LLC137,391$4.82M5.25%13F-HRTimeline
Cravens & Co Advisors, LLC136,080$4.7M3.08%+61313F-HRTimeline
XY Planning Network, Inc.141,075$4.64M0.81%-1,96413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC141,013$4.64M1.45%+20,47113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP140,472$4.62M0.06%-1,29413F-HRTimelineGroup
Fermata Advisors, LLC139,640$4.59M1.1%+6,58313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …138,689$4.56M0.09%+8,76113F-HRTimelineGroup
Kane Co Wealth Management, Inc.137,524$4.52M3.99%13F-HRTimeline
Aviance Capital Partners, LLC136,021$4.47M0.52%+50813F-HRTimeline
Hill Investment Group Partners, LLC134,521$4.42M0.53%013F-HRTimeline
&PARTNERS133,625$4.39M0.02%+75,80213F-HRTimeline
SACHEM HILL LLC133,127$4.38M0.85%+3,02713F-HRTimeline
McMill Wealth Management132,420$4.36M1.22%+14,96213F-HRTimeline
Advisory Alpha, LLC127,762$4.2M0.11%+6,79113F-HRTimeline
Quantum Financial Advisors, LLC126,447$4.16M0.47%+11,89813F-HRTimeline
Level Financial Advisors125,763$4.14M1.09%+17,49413F-HRTimeline
V2 Financial group LLC123,459$4.06M2%+48,93713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO123,025$4.05M0.54%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC122,387$4.03M0.45%-2,12513F-HRTimeline
Disciplined Investors, L.L.C.121,806$4.01M2.63%+3,93413F-HRTimeline
Summit Wealth Group, LLC119,574$3.93M0.92%-3,33813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.119,051$3.92M2.26%+3,71813F-HRTimeline
Quent Capital, LLC118,139$3.89M0.28%+9,61213F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.116,842$3.84M2.55%+9513F-HRTimeline
W.H. Cornerstone Investments Inc.111,518$3.67M2.21%+10,67413F-HRTimeline
ABLE Financial Group, LLC111,132$3.66M0.74%-1,55513F-HRTimeline
Financial Symmetry Inc109,266$3.59M1.47%+3,20913F-HRTimeline
CSS LLC/IL109,020$3.59M0.2%+23,28013F-HRTimeline
Advyzon Investment Management, LLC108,328$3.56M0.41%+19,78713F-HRTimeline
Factor Wealth Management LTD105,556$3.47M0.75%+4,43313F-HRTimeline
Team Hewins, LLC105,175$3.46M1.11%+2,58113F-HRTimeline
Outbound Financial Inc103,988$3.46M2.69%+1,26113F-HRTimeline
WealthCollab, LLC104,840$3.45M1.41%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…104,061$3.42M0.13%+98,31813F-HRTimelineGroup
IFG Advisory, LLC101,483$3.34M0.15%+1,39813F-HRTimeline
Austin Private Wealth, LLC100,353$3.3M0.25%+3,02013F-HRTimeline
BetterWealth, LLC100,323$3.3M0.75%-2,71013F-HRTimeline
LAM GROUP, INC.98,990$3.26M1.86%-2,00013F-HRTimeline
BIP Wealth, LLC98,251$3.23M0.11%+51,18013F-HRTimeline
Corus Family Wealth Advisors98,092$3.23M2.57%+18,18113F-HRTimeline
Squire Investment Management Company, L…97,445$3.2M0.97%+60513F-HRTimeline
Blue Trust, Inc.96,435$3.17M0.04%+6,25113F-HRTimeline
Trailhead Planners LLC93,151$3.06M3.01%13F-HRTimeline
Madrid Wealth Management, LLC92,338$3.04M2.46%13F-HRTimeline
Two West Capital Advisors LLC91,885$3.02M1.76%+4,12713F-HRTimeline
Gibraltar Capital Management, Inc.91,830$3.02M0.51%+25,72013F-HRTimeline
FineMark National Bank & Trust91,624$3.01M0.09%+28,38413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp91,472$3.01M0.06%+9,47513F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC91,277$3M1.88%+5,67413F-HRTimeline
NKCFO LLC88,450$2.91M0.84%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP88,431$2.91M<0.01%-2,68013F-HRTimelineGroup
Bluespring Wealth Management, LLC87,732$2.89M0.25%013F-HRTimeline
Oak Wealth Advisors LLC87,479$2.88M1.65%-4,69513F-HRTimeline
VANCE WEALTH, LLC86,706$2.85M0.85%+10,99613F-HR/ATimeline
Burton Enright Welch86,652$2.85M0.4%-17613F-HRTimeline
Vannoy Advisory Group, Inc.85,237$2.8M1.78%+9813F-HRTimeline
Alpha Advisors, LLC/VA82,115$2.7M2.08%+12413F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC82,000$2.7M1.1%+34,46113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC79,632$2.62M0.41%+25913F-HRTimeline