Who owns DFSV?
Dimensional US Small Cap Value ETF · Dimensional
582 institutions reported holding DFSV, worth $6.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFSV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Savant Capital, LLC | Rockford, IL | $976.1M | 25,008,847 | +6,130,853 shares |
| Mather Group, LLC. | Chicago, IL | $257.3M | 6,632,230 | +64,419 shares |
| JMG Financial Group, Ltd. | Downers Grove, IL | $244.8M | 6,311,245 | +119,891 shares |
| Focus Partners Wealth | St Louis, MO | $182.4M | 4,701,833 | +200,439 shares |
| Cetera Investment Advisers | Schaumburg, IL | $182.3M | 4,700,364 | +811,655 shares |
| Cerity Partners LLC | New York, NY | $173.4M | 4,469,361 | +161,620 shares |
| Ritholtz Wealth Management | New York, NY | $157.8M | 4,069,099 | +211,591 shares |
| Corient Private Wealth LP | Miami, FL | $125.8M | 3,243,839 | −4,094,154 shares |
| Modera Wealth Management, LLC | Westwood, NJ | $114.4M | 2,947,946 | +184,445 shares |
| Index Fund Advisors, Inc. | Irvine, CA | $110.3M | 2,844,072 | +82,296 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFSV?
582 institutional managers reported holding DFSV in Form 13F filings for June 30, 2026, worth $6.3B in total. The largest reported position was held by Savant Capital, LLC, at $976.1M.
Did institutions buy or sell DFSV last quarter?
Reported 13F value rose 17.2% from March 31, 2026, which includes price moves as well as buying and selling. 58 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFSV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.