Who owns Dimensional - US Small Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFSV from SEC Form 13F filings across 585 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 585 institutions disclosed 161.2M shares of Dimensional - US Small Cap Value ETF worth $6.26B — about 80.7% of shares outstanding; the largest disclosed holder is Savant Capital, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
585
13F holders
$6.26B
value, 2026 filers
80.7%
of shares outstanding (161.2M sh)
62
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFSV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 25.0M | $976.1M | 2.9% | 12.5% | +32.5% |
| 2 | MATHER GROUP, LLC. | 6.6M | $257.3M | 2.2% | 3.3% | +1.0% |
| 3 | JMG Financial Group, Ltd. | 6.3M | $244.8M | 5.9% | 3.2% | +1.9% |
| 4 | Focus Partners Wealth | 4.7M | $182.4M | 0.2% | 2.4% | +4.5% |
| 5 | Cetera Investment Advisers | 4.7M | $182.3M | 0.2% | 2.4% | +20.9% |
| 6 | Cerity Partners LLC | 4.5M | $173.4M | 0.2% | 2.2% | +3.8% |
| 7 | RITHOLTZ WEALTH MANAGEMENT | 4.1M | $157.8M | 2.4% | 2% | +5.5% |
| 8 | Corient Private Wealth LP | 3.2M | $125.8M | 0.2% | 1.6% | -55.8% |
| 9 | Modera Wealth Management, LLC | 2.9M | $114.4M | 1.2% | 1.5% | +6.7% |
| 10 | Index Fund Advisors, Inc. | 2.8M | $110.3M | 4.4% | 1.4% | +3.0% |
| 11 | Pathstone Holdings, LLC | 2.7M | $103.5M | 0.3% | 1.3% | -3.2% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 2.4M | $92.3M | 0.0% | 1.2% | +3.9% |
| 13 | LPL Financial LLC | 2.4M | $91.6M | 0.0% | 1.2% | +6.7% |
| 14 | Focus Partners Advisor Solutions, LLC | 2.2M | $86.3M | 0.7% | 1.1% | +5.6% |
| 15 | Creative Planning | 2.2M | $84.9M | 0.0% | 1.1% | -1.2% |
| 16 | Arista Wealth Management, LLC | 2.2M | $83.5M | 9.0% | 1.1% | +2.3% |
| 17 | RAYMOND JAMES FINANCIAL INC | 2.0M | $76.4M | 0.0% | 1% | +1.5% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.7M | $66.1M | 0.0% | 0.9% | +8.4% |
| 19 | Vestmark Advisory Solutions, Inc. | 1.5M | $57.6M | 0.5% | 0.7% | -0.1% |
| 20 | EP Wealth Advisors, LLC | 1.3M | $51.7M | 0.2% | 0.7% | -6.2% |
| 21 | DiNuzzo Private Wealth, Inc. | 1.3M | $50.5M | 5.0% | 0.7% | -3.5% |
| 22 | Truepoint, Inc. | 1.2M | $46.3M | 1.0% | 0.6% | -11.0% |
| 23 | Evanson Financial, LLCNEW | 1.2M | $45.0M | 2.2% | 0.6% | new |
| 24 | COLDSTREAM CAPITAL MANAGEMENT INC | 1.1M | $44.9M | 0.6% | 0.6% | -48.8% |
| 25 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.0M | $40.0M | 2.7% | 0.5% | +3.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.