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Disclosery

DFSV DIMENSIONAL ETF TRUST

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US SMALL CAP ETF (fund)

550 managers (555 13F filers) reported a position in DFSV shares at 2026-03-31, 158,920,003 shares in all. 59 filers opened a position and 19 filers sold out during the quarter.

Managers
550
13F filers
555
New
59
Added
287
Reduced
151
Sold out
19
Shares held by filers
158,920,003

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC18,877,994$661M3.2%+2,794,79613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,337,993$257M0.37%+39,92113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,610,096$232M+368,227Timeline
MATHER GROUP, LLC.6,567,811$230M2.3%-48,36913F-HRTimeline
JMG Financial Group, Ltd.6,191,354$217M5.97%+358,93413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,307,741$151M0.21%+500,86313F-HRTimelineGroup
Cetera Investment Advisers3,888,709$136M0.14%+1,478,36913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,857,508$135M2.34%+239,09713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,797,372$98M3.05%+731,27413F-HRTimeline
Modera Wealth Management, LLC2,763,501$96.8M1.16%+103,05513F-HRTimeline
Index Fund Advisors, Inc.2,761,776$96.8M4.35%+204,90913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,754,739$96.5M0.38%-23,78513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,288,564$80.2M0.02%+215,20813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,229,989$78.1M0.96%+35,98713F-HRTimeline
Creative Planningin group Creative Planning2,212,917$77.5M0.05%+125,33313F-HRTimelineGroup
LPL Financial LLC2,212,668$77.5M0.02%+102,70313F-HRTimeline
Arista Wealth Management, LLC2,103,436$73.7M8.97%+24,26913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,942,259$68.1M0.02%+86,06613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,572,422$55.1M<0.01%+2,31413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,487,000$52.1M0.58%+52,72913F-HRTimeline
EP Wealth Advisors, LLC1,420,298$49.8M0.24%-117,71813F-HRTimeline
DiNuzzo Private Wealth, Inc.1,347,565$47.2M5.09%-4,33713F-HRTimeline
Truepoint, Inc.1,341,481$47M1.05%+4,27713F-HRTimeline
Evanson Asset Management, LLC1,114,611$39.1M2.1%+87,44213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC997,993$35M3.58%+13,91513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/990,589$34.7M0.01%+36,34613F-HRTimelineGroup
Leading Edge Financial Planning LLC969,277$34M7.15%+45,31313F-HRTimeline
Stordahl Capital Management, Inc.909,808$31.9M6.57%-21,39713F-HRTimeline
Elser Financial Planning, Inc911,843$31.8M1.54%new13F-HRTimeline
Seaside Wealth Management, Inc.901,546$31.6M8.88%+13,81813F-HRTimeline
United Wealth Management, LLC899,209$31.5M7.83%+15,26013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC853,321$30.8M2.78%-49,71513F-HRTimeline
Allworth Financial LP870,735$30.5M0.12%+429,70113F-HRTimeline
HARBOUR INVESTMENTS, INC.866,631$30.4M0.47%+181,74113F-HRTimeline
Integrity Advisory Solutions, LLC863,575$30.3M4%+67,64013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP848,590$29.7M<0.01%+190,99313F-HRTimelineGroup
von Borstel & Associates, Inc.829,409$29.1M6.65%-8,03113F-HRTimeline
Beacon Pointe Advisors, LLC815,577$28.6M0.15%-97,03713F-HRTimeline
HighTower Advisors, LLC786,334$27.6M0.03%-94,74313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.780,515$27.4M0.04%-183,04813F-HRTimelineGroup
Hassell Wealth Management, LLC762,655$26.7M8.97%+10,99513F-HRTimeline
Sequoia Financial Advisors, LLC732,440$25.7M0.14%-15,32813F-HRTimeline
INTEGRITY ALLIANCE, LLC.705,604$24.7M0.94%+9,35513F-HRTimeline
Zhang Financial LLC702,217$24.6M0.85%+66,94313F-HRTimeline
Diversified Portfolios, Inc.695,442$24.4M2%+49,68913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…689,521$24.3M0.05%-290,59913F-HRTimeline
Rather & Kittrell, Inc.690,600$24.2M3.73%+9,39113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC676,217$23.7M0.19%+100,09713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA674,902$23.6M<0.01%+126,37613F-HRTimelineGroup
Retirement Solution LLC657,521$23M5.45%+4,56913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC650,168$22.8M0.03%-5,79713F-HRTimeline
OneDigital Investment Advisors LLC625,569$21.9M0.21%+24,97313F-HRTimeline
CWM, LLCin group CWM, LLC620,862$21.8M0.06%+70,37113F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC611,262$21.4M5.92%-42,96713F-HRTimeline
Chicago Partners Investment Group LLC572,540$21.3M0.48%+17,82913F-HRTimeline
Integris Wealth Management, LLC598,385$21M4.82%-9,81513F-HRTimeline
Wealth Dimensions Group, Ltd.581,269$20.4M4.01%+25,77613F-HRTimeline
Krilogy Financial LLC557,276$20.3M0.65%-10,19713F-HRTimeline
Wealth Advisors Northwest LLC550,318$19.3M8.09%+25,64813F-HRTimeline
Root Financial Partners, LLC521,248$18.3M0.84%-96,23813F-HRTimeline
Alpha Financial Advisors, LLC516,341$18.1M5.54%-13,57113F-HRTimeline
NewEdge Advisors, LLC508,902$17.8M0.06%-76,81213F-HR/ATimeline
Equita Financial Network, Inc.502,726$17.6M5.54%-88,02713F-HRTimeline
Perigon Wealth Management, LLC487,996$17.1M0.31%+30,34013F-HRTimeline
Geneos Wealth Management Inc.486,035$17M0.4%-6,95213F-HRTimeline
Clarity Wealth Development LLC480,383$16.8M13.74%+27,01613F-HRTimeline
Well Done, LLC468,270$16.4M2.41%+39,55013F-HRTimeline
Foundation Wealth Management, LLC\PA463,438$16.2M5.73%+63,40113F-HRTimeline
Farther Finance Advisors, LLC457,040$16M0.15%+51,00913F-HRTimeline
Apella Capital, LLC428,670$15.9M0.24%+378,80213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…451,383$15.8M0.03%-8,87613F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.447,931$15.7M2.19%+33,33913F-HRTimeline
Betterment LLC447,734$15.7M0.03%+12,72913F-HRTimeline
Trust Co of the South444,932$15.6M2.51%-1,34013F-HRTimeline
Mariner, LLCin group Mariner, LLC438,206$15.4M0.02%+73,97713F-HRTimelineGroup
Vise Technologies, Inc.453,238$14.9M0.29%013F-HRTimeline
Physician Wealth Solutions Inc.419,371$14.7M6.08%-8,96213F-HRTimeline
UBS Group AGgroup of 2 filers holding413,882$14.5M+413,682Timeline
Avantax Planning Partners, Inc.413,787$14.5M0.4%-6,62113F-HRTimeline
Oceanside Advisors LLC412,992$14.5M8.26%+8,38813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO421,021$14.5M<0.01%+19,61613F-HR/ATimelineGroup
SCRATCH CAPITAL LLC403,955$14.2M8.11%+27,60413F-HRTimeline
Greenline Partners, LLC388,364$13.6M1.46%+1,76013F-HRTimeline
CARDIFF PARK ADVISORS, LLC387,114$13.6M1.08%+3,62513F-HRTimeline
Navigoe, LLC365,165$12.8M7.56%+8,13013F-HRTimeline
RFG Advisory, LLC364,867$12.8M0.23%+13,67513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding351,446$12.3M+13,171Timeline
Factor Wealth Management LTD348,003$12.2M2.29%+242,44713F-HRTimeline
KEB ASSET MANAGEMENT, LLC342,530$12M2.3%+6,39113F-HRTimeline
Financial Engines Advisors L.L.C.342,025$12M0.02%+8,23713F-HRTimeline
McIlrath & Eck, LLC339,357$11.9M0.88%+22,63913F-HRTimeline
Private Wealth Management Group, LLC337,899$11.8M3.11%-32,93613F-HRTimeline
AdvisorNet Financial, Inc337,032$11.8M0.61%+14,16613F-HRTimeline
Plancorp, LLC326,604$11.8M0.34%-2,90513F-HRTimeline
Avant Financial Advisors LLC330,577$11.6M8.14%+15,72913F-HRTimeline
MML INVESTORS SERVICES, LLC326,531$11.4M0.03%+44,09113F-HRTimeline
Abel Hall, LLC325,397$11.4M2.43%+5,82613F-HRTimeline
Woodward Financial Advisors, Inc.331,770$11.4M4.39%-5,71613F-HRTimeline
PINNACLE ASSOCIATES LTD318,664$11.2M0.14%-9,90013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…318,664$11.2M0.76%-9,90013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP318,535$11.2M0.14%-24,15813F-HRTimeline
Financial Architects, LLC317,350$11.1M5.87%-3,64013F-HRTimeline
Parkwoods Wealth Partners, LLC316,525$11.1M2.72%+108,75713F-HRTimeline
BOS Asset Management, LLC311,969$10.9M2.79%-3,62913F-HRTimeline
Waterford Advisors, LLC284,843$10.6M3.37%+5,77813F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS302,774$10.6M4.99%+22,71313F-HRTimeline
RCS Financial Planning, LLC296,092$10.4M5.38%+2,71613F-HRTimeline
Ballentine Capital Advisors, Inc294,810$10.3M4.28%+6,52213F-HRTimeline
Cambridge Investment Research Advisors,…290,494$10.2M0.03%+54,00813F-HRTimeline
Tortoise Investment Management, LLC290,014$10.2M0.84%+10,39213F-HRTimeline
Sterling Financial Planning, Inc.289,877$10.2M3.01%+3,19013F-HRTimeline
Freedom Investment Management, Inc.288,196$10.1M3%-18,32213F-HRTimeline
SeedSafe Financial LLC281,422$9.86M8.12%+17,62213F-HRTimeline
Aspen Capital Management, LLC280,152$9.82M2.43%+3,81313F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.269,892$9.46M7.57%+14,47413F-HRTimeline
CSP Financial Group, LLC265,269$9.3M9.52%13F-HRTimeline
TCI Wealth Advisors, Inc.262,236$9.19M0.49%+2,09813F-HRTimeline
Navigate Wealth Management, LLC234,152$8.69M6.1%13F-HRTimeline
Orion Porfolio Solutions, LLC241,065$8.45M0.07%-65,55513F-HRTimeline
McLean Asset Management Corp236,681$8.29M1.45%+35,14313F-HRTimeline
Advisory Alpha, LLC223,527$7.83M0.21%+95,76513F-HRTimeline
EQ WEALTH ADVISORS, LLC223,158$7.82M4.57%+1,39813F-HRTimeline
Discipline Wealth Solutions, LLC220,818$7.74M0.81%+33,51613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC216,046$7.57M0.16%+19,63613F-HRTimelineGroup
AA Financial Advisors, LLC212,895$7.46M1.05%new13F-HRTimeline
PINNEY & SCOFIELD, INC.207,985$7.29M3.93%+12,10613F-HRTimeline
Gradient Capital Advisors, LLC203,594$7.13M1.85%+5,96313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC203,381$7.13M0.05%+8,81913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC202,163$7.08M1.59%-1,30213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP202,209$6.98M<0.01%+44,92413F-HRTimelineGroup
Strathmore Capital Advisors, Inc.183,771$6.84M1.93%+19,41013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP191,676$6.72M0.01%-2,42313F-HRTimelineGroup
Foundry Financial LLC191,475$6.71M2.84%+39,80413F-HRTimeline
Vantage Point Financial LLC186,512$6.54M2.29%-2,06413F-HRTimeline
Pillar Financial Advisors, LLC185,156$6.49M3.79%+5,50213F-HRTimeline
Hippocratic Financial Advisors, LLC184,703$6.47M2.84%+4,60613F-HRTimeline
Lantz Financial LLC176,496$6.18M1.28%+20,00713F-HRTimeline
Acorn Wealth Advisors, LLC176,484$6.18M1.8%+24,35613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC176,140$6.17M0.45%-3,08013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC170,517$5.97M1.82%+29,50413F-HRTimeline
XY Planning Network, Inc.169,013$5.93M0.95%+27,93813F-HRTimeline
B&D White Capital Company, LLC165,274$5.79M0.72%+8,12613F-HRTimeline
COGENT STRATEGIC WEALTH LLC159,712$5.6M5.75%+22,32113F-HRTimeline
Aviance Capital Partners, LLC158,830$5.57M0.65%+22,80913F-HRTimeline
American Investment Services, Inc.154,956$5.43M1.21%+3,63313F-HRTimeline
Burk Holdings LLC153,309$5.37M2.3%-62613F-HRTimeline
Marquette Asset Management, LLC152,831$5.36M0.8%-7713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC151,885$5.32M<0.01%new13F-HRTimelineGroup
&PARTNERS150,224$5.26M0.03%+16,59913F-HRTimeline
Richardson Capital Management LLC146,886$5.15M2.48%+144,95913F-HRTimeline
Kane Co Wealth Management, Inc.145,127$5.09M4.29%+7,60313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP143,601$5.03M0.07%+3,12913F-HRTimelineGroup
Disciplined Investors, L.L.C.142,833$5M2.98%+21,02713F-HRTimeline
Level Financial Advisors138,300$4.85M1.24%+12,53713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.136,148$4.78M2.74%+17,09713F-HRTimeline
Fermata Advisors, LLC136,293$4.78M1.08%-3,34713F-HRTimeline
Cravens & Co Advisors, LLC136,186$4.77M3.1%+10613F-HRTimeline
SACHEM HILL LLC135,285$4.74M0.92%+2,15813F-HRTimeline
Hill Investment Group Partners, LLC134,617$4.72M0.52%+9613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.134,316$4.71M3.13%+17,47413F-HRTimeline
Financial Symmetry Inc124,227$4.68M1.66%+14,96113F-HRTimeline
Three Arch Wealth Management LLC131,504$4.61M0.83%-15,85913F-HRTimeline
V2 Financial group LLC127,767$4.48M2.09%+4,30813F-HRTimeline
BIP Wealth, LLC127,257$4.46M0.18%+29,00613F-HRTimeline
Quent Capital, LLC127,153$4.46M0.32%+9,01413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…124,378$4.36M0.13%+20,31713F-HR/ATimelineGroup
Summit Wealth Group, LLC123,316$4.32M0.99%+3,74213F-HRTimeline
Summit Financial, LLC120,664$4.23M0.05%new13F-HRTimeline
NKCFO LLC119,750$4.2M1.24%+31,30013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC119,586$4.19M0.47%-2,80113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO117,168$4.11M0.43%-5,85713F-HRTimeline
Squire Investment Management Company, L…114,291$4M1.11%+16,84613F-HRTimeline
Blue Trust, Inc.113,668$3.98M0.05%+17,23313F-HRTimeline
Gibraltar Capital Management, Inc.108,420$3.8M0.65%+16,59013F-HRTimeline
ABLE Financial Group, LLC107,187$3.76M0.73%-3,94513F-HRTimeline
Quantum Financial Advisors, LLC107,047$3.75M0.42%-19,40013F-HRTimeline
WealthCollab, LLC104,840$3.67M1.51%013F-HRTimeline
Team Hewins, LLC104,353$3.66M1.09%-82213F-HRTimeline
Horizon Investments, LLC104,016$3.64M0.04%new13F-HRTimeline
Corus Family Wealth Advisors103,031$3.61M2.94%+4,93913F-HRTimeline
Advyzon Investment Management, LLC102,727$3.6M0.32%-5,60113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…102,388$3.59M0.09%new13F-HRTimelineGroup
CSS LLC/IL99,860$3.5M0.19%-9,16013F-HRTimeline
Outbound Financial Inc97,192$3.44M2.58%-6,79613F-HRTimeline
Two West Capital Advisors LLC92,610$3.43M1.82%+72513F-HRTimeline
LAM GROUP, INC.97,995$3.43M1.89%-99513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK97,935$3.43M0.02%new13F-HRTimelineGroup
VANCE WEALTH, LLC97,791$3.43M0.99%+11,08513F-HRTimeline
BetterWealth, LLC96,612$3.39M0.66%-3,71113F-HRTimeline
Royal Harbor Partners, LLC95,312$3.34M1.13%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC94,846$3.32M<0.01%+61,06713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp94,442$3.31M0.06%+2,97013F-HRTimelineGroup
Trailhead Planners LLC93,870$3.29M3.16%+71913F-HRTimeline
Integrated Wealth Concepts LLC92,609$3.25M0.03%new13F-HRTimeline
Merit Financial Group, LLC92,256$3.23M0.02%+69,22913F-HRTimeline
Madrid Wealth Management, LLC91,905$3.22M2.43%-43313F-HR/ATimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC91,394$3.2M1.97%+11713F-HRTimeline
Burton Enright Welch89,257$3.13M0.43%+2,60513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC89,200$3.13M<0.01%new13F-HRTimeline
W.H. Cornerstone Investments Inc.89,088$3.12M1.95%-22,43013F-HRTimeline