Who Owns Dimensional - US Small Cap Value ETF (DFSV)?Hedge Fund & Institutional Holders

$33.98-0.15 (-0.44%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.2800021760619643e+247T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$24.21$27.48$30.74$34.01$37.27Sep 24Jun 25Mar 26

DFSV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Savant Capital, LLCNew Position+16.1M+$528.0M
MATHER GROUP, LLC.New Position+6.6M+$217.6M
Cerity Partners LLCNew Position+3.8M+$125.0M
RITHOLTZ WEALTH MANAGEMENTNew Position+3.6M+$119.0M
Modera Wealth Management, LLCNew Position+2.7M+$87.5M
Index Fund Advisors, Inc.New Position+2.6M+$84.1M
Arista Wealth Management, LLCNew Position+2.1M+$68.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+2.1M+$68.0M
EXENCIAL WEALTH ADVISORS, LLCNew Position+2.1M+$68.0M
EP Wealth Advisors, LLCNew Position+1.5M+$50.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+980K+$33.5M
JACKSON THORNTON WEALTH MANAGEMENT, LLCNew Position+903K+$30.9M
Stordahl Capital Management, Inc.New Position+931K+$30.6M
Hassell Wealth Management, LLCNew Position+752K+$26.2M
Sequoia Financial Advisors, LLCNew Position+748K+$24.6M

DFSV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-66K-$71.9B
DiNuzzo Private Wealth, Inc.Decreased-7K-$43.9B
Truepoint, Inc.Decreased-14K-$43.0B
Beacon Pointe Advisors, LLCDecreased-201K-$35.4B
MOSAIC FAMILY WEALTH PARTNERS, LLCDecreased-22K-$32.0B
NewEdge Advisors, LLCDecreased-142K-$23.2B
Mach-1 Financial Group, LLCClosed Position-716K-$22.8B
Safeguard Investment Advisory Group, LLCDecreased-36K-$22.0B
NORTHERN TRUST CORPDecreased-4K-$21.0B
Kovitz Investment Group Partners, LLCClosed Position-481K-$15.3B
Physician Wealth Solutions Inc.Decreased-6K-$13.8B
CARDIFF PARK ADVISORS, LLCDecreased-9K-$12.5B
Mariner, LLCDecreased-906-$11.6B
Freedom Investment Management, Inc.Decreased-10K-$10.1B
TCI Wealth Advisors, Inc.Decreased-6K-$8.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Savant Capital, LLC16,083,198$528.0M3.00%Share
2MATHER GROUP, LLC.6,616,180$217.6M2.24%Share
3Corient Private Wealth LLC5,972,968$196.5M0.26%Share
4JMG Financial Group, Ltd.5,832,420$191.8M5.39%Share
5Focus Partners Wealth4,310,926$141.0M0.16%Share
6Cerity Partners LLC3,774,608$124.0M0.18%Share
7RITHOLTZ WEALTH MANAGEMENT3,618,411$119.0M2.17%Share
8Pathstone Holdings, LLC2,710,144$89.0M0.34%Share
9Modera Wealth Management, LLC2,660,446$87.5M1.01%Share
10Index Fund Advisors, Inc.2,556,867$84.1M3.95%Share
11Cetera Investment Advisers2,410,340$79.0M0.09%Share
12LPL Financial LLC2,109,965$69.0M0.02%Share
13Arista Wealth Management, LLC2,079,167$68.4M8.41%Share
14ENVESTNET ASSET MANAGEMENT INC2,073,356$68.0M0.02%Share
15EXENCIAL WEALTH ADVISORS, LLC2,066,098$68.0M2.15%Share
16Creative Planning2,035,592$66.0M0.05%Share
17Focus Partners Advisor Solutions, LLC1,930,943$63.0M0.77%Share
18RAYMOND JAMES FINANCIAL INC1,850,539$60.0M0.02%Share
19EP Wealth Advisors, LLC1,538,016$50.0M0.26%Share
20Vestmark Advisory Solutions, Inc.1,434,271$47.2M0.64%Share
21DiNuzzo Private Wealth, Inc.1,351,902$44.5M4.84%Share
22Truepoint, Inc.1,337,204$44.0M0.99%Share
23BANK OF AMERICA CORP /DE/1,324,987$43.0M0.00%Share
24COLDSTREAM CAPITAL MANAGEMENT INC1,095,681$36.0M0.46%Share
25COLDSTREAM CAPITAL MANAGEMENT INC1,098,321$36.0M0.46%Share
26Evanson Asset Management, LLC1,027,169$33.8M1.82%Share
27WEALTH ENHANCEMENT ADVISORY SERVICES, LLC980,120$33.5M0.05%Share
28MOSAIC FAMILY WEALTH PARTNERS, LLC984,078$32.4M3.55%Share
29BANK OF MONTREAL /CAN/952,873$31.0M0.01%Share
30Stordahl Capital Management, Inc.931,205$30.6M6.30%Share
31JACKSON THORNTON WEALTH MANAGEMENT, LLC889,766$30.4M2.87%Share
32Leading Edge Financial Planning LLC923,964$30.4M6.92%Share
33Beacon Pointe Advisors, LLC912,614$30.0M0.21%Share
34OSAIC HOLDINGS, INC.935,306$30.0M0.04%Share
35Seaside Wealth Management, Inc.887,728$29.2M8.33%Share
36United Wealth Management, LLC883,949$29.1M7.52%Share
37HighTower Advisors, LLC881,077$28.0M0.03%Share
38von Borstel & Associates, Inc.837,440$27.5M6.46%Share
39Hassell Wealth Management, LLC751,660$26.2M8.78%Share
40Integrity Advisory Solutions, LLC795,935$26.2M3.77%Share
41Sequoia Financial Advisors, LLC747,768$24.6M0.14%Share
42INTEGRITY ALLIANCE, LLC.696,249$22.9M0.84%Share
43HARBOUR INVESTMENTS, INC.684,890$22.5M0.46%Share
44Rather & Kittrell, Inc.681,209$22.4M3.61%Share
45Safeguard Investment Advisory Group, LLC654,229$21.5M5.50%Share
46Retirement Solution LLC652,952$21.5M4.76%Share
47Diversified Portfolios, Inc.645,753$21.2M1.77%Share
48COMMONWEALTH EQUITY SERVICES, LLC655,965$21.0M0.03%Share
49Root Financial Partners, LLC617,486$20.3M1.04%Share
50Integris Wealth Management, LLC608,200$20.0M4.55%Share

DFSV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025508$4.7B+256
Q3 2025252$2.2T-159
Q2 2025411$3.4T+11
Q1 2025400$3.2T+102
Q4 2024298$685.5T+109
Q3 2024189$1138.7T+13
Q2 2024176$922.4T+9
Q1 2024167$817.1T—

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As of Q4 2025, 50 institutional investors hold DFSV (Dimensional - US Small Cap Value ETF). The largest holder is Savant Capital, LLC with $528.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFSV?

As of Q4 2025, 50 institutional investors report holding DFSV (Dimensional - US Small Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of DFSV?

The largest institutional holder of DFSV is Savant Capital, LLC with $528.0M in shares.

Is institutional ownership of DFSV increasing or decreasing?

This quarter, 15 institutions opened new positions in DFSV and 2 closed their positions.