DIMENSIONAL US SMALL CAP VAL DFSV
$38.67
-0.2% 52w: $28.23 – $38.89
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data28.2333.5638.89
Jun 20, 2025 Jul 2, 2026
Institutional holders
549
+28 QoQ
13F value
$5.54B
+10.4% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
1.9×
$301K calls / $155K puts
Institutional value by quarter
Number of holders
Who owns DFSV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Savant Capital, LLC | Wealth advisor | 18.9M | $661.5M | 3.2% | +17.4% |
| Corient Private Wealth LLC | Diversified mechanical | 7.3M | $257.0M | 0.4% | -44.7% |
| MATHER GROUP, LLC. | Wealth advisor | 6.6M | $230.1M | 2.3% | -0.7% |
| JMG Financial Group, Ltd. | Wealth advisor | 6.2M | $216.9M | 6.0% | +6.2% |
| Focus Partners Wealth | Wealth advisor | 4.5M | $157.7M | 0.2% | +4.4% |
| Cerity Partners LLC | Diversified mechanical | 4.3M | $150.9M | 0.2% | +13.2% |
| Cetera Investment Advisers | Wealth advisor | 3.9M | $136.3M | 0.1% | +61.3% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 3.9M | $135.2M | 2.3% | +6.6% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 2.8M | $98.0M | 3.0% | +35.4% |
| Modera Wealth Management, LLC | Wealth advisor | 2.8M | $96.8M | 1.2% | +3.9% |
| Index Fund Advisors, Inc. | Wealth advisor | 2.8M | $96.8M | 4.4% | +8.0% |
| Pathstone Holdings, LLC | Diversified mechanical | 2.8M | $96.5M | 0.4% | -0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.3M | $80.2M | 0.0% | +10.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 2.2M | $78.1M | 1.0% | +1.6% |
| Creative Planning | Wealth advisor | 2.2M | $77.5M | 0.1% | +6.0% |
| LPL Financial LLC | Bank broker | 2.2M | $77.5M | 0.0% | +4.9% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 2.1M | $73.9M | 0.7% | +9.2% |
| Arista Wealth Management, LLC | Wealth advisor | 2.1M | $73.7M | 9.0% | +1.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.9M | $68.1M | 0.0% | +4.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $55.1M | 0.0% | +0.1% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 1.5M | $52.1M | 0.6% | +3.7% |
| EP Wealth Advisors, LLC | Wealth advisor | 1.4M | $49.8M | 0.2% | -7.7% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 1.3M | $47.2M | 5.1% | -0.3% |
| Truepoint, Inc. | Wealth advisor | 1.3M | $47.0M | 1.0% | +0.3% |
| Evanson Asset Management, LLC | Wealth advisor | 1.1M | $39.1M | 2.1% | +8.5% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 998.0K | $35.0M | 3.6% | +1.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 990.6K | $34.7M | 0.0% | +3.8% |
| Leading Edge Financial Planning LLC | Wealth advisor | 969.3K | $34.0M | 7.1% | +4.9% |
| Stordahl Capital Management, Inc. | Wealth advisor | 909.8K | $31.9M | 6.6% | -2.3% |
| Elser Financial Planning, Inc | Other | 911.8K | $31.8M | 1.5% | New |
| Seaside Wealth Management, Inc. | Wealth advisor | 901.5K | $31.6M | 8.9% | +1.6% |
| United Wealth Management, LLC | Wealth advisor | 899.2K | $31.5M | 7.8% | +1.7% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | Wealth advisor | 853.3K | $30.8M | 2.8% | -5.5% |
| Allworth Financial LP | Wealth advisor | 870.7K | $30.5M | 0.1% | +97.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 866.6K | $30.4M | 0.5% | +26.5% |
| Integrity Advisory Solutions, LLC | Wealth advisor | 863.6K | $30.3M | 4.0% | +8.5% |
| NORTHERN TRUST CORP | Index provider | 848.6K | $29.7M | 0.0% | +29.0% |
| von Borstel & Associates, Inc. | Wealth advisor | 829.4K | $29.1M | 6.7% | -1.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 815.6K | $28.6M | 0.2% | -10.6% |
| HighTower Advisors, LLC | Diversified mechanical | 786.3K | $27.6M | 0.0% | -10.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 780.5K | $27.4M | 0.0% | -19.0% |
| Hassell Wealth Management, LLC | Wealth advisor | 762.7K | $26.7M | 9.0% | +1.5% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 732.4K | $25.7M | 0.1% | -2.0% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 705.6K | $24.7M | 0.9% | +1.3% |
| Zhang Financial LLC | Wealth advisor | 702.2K | $24.6M | 0.9% | +10.5% |
| Diversified Portfolios, Inc. | Wealth advisor | 695.4K | $24.4M | 2.0% | +7.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 689.5K | $24.3M | 0.1% | -29.6% |
| Rather & Kittrell, Inc. | Wealth advisor | 690.6K | $24.2M | 3.7% | +1.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 676.2K | $23.7M | 0.2% | +17.4% |
| ROYAL BANK OF CANADA | Bank broker | 674.9K | $23.6M | 0.0% | +23.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.