DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2022 to Q4 2025

Type / Class
Equity / US SMALL CAP VAL
Symbol
DFSV
Price per share
$35.07
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
144,667,826
Total reported value
$4,767,636,832
% of total 13F portfolios
0.05%
Share change
+10,787,685
Value change
+$357,908,113
Number of holders
510
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 510 institutional investors reported holding 144,667,826 shares of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV).

Institutional Holders of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 144,667,826 $4,767,636,832 +$357,908,113 $32.89 510
2025 Q3 131,130,727 $4,176,480,247 +$351,999,417 $31.84 455
2025 Q2 124,244,233 $3,662,071,362 +$288,889,662 $29.43 442
2025 Q1 116,533,674 $3,260,771,808 +$299,480,643 $28.15 411
2024 Q4 105,923,723 $3,262,524,157 +$274,750,553 $30.78 399
2024 Q3 92,295,170 $2,840,554,509 +$470,451,306 $30.80 323
2024 Q2 77,987,030 $2,274,804,102 +$242,593,260 $28.78 299
2024 Q1 69,210,566 $2,079,168,655 +$226,828,569 $30.10 282
2023 Q4 62,772,833 $1,825,519,485 +$147,684,520 $29.12 261
2023 Q3 53,471,008 $1,357,767,713 +$346,245,323 $25.34 219
2023 Q2 37,187,806 $956,505,484 -$95,796,049 $25.70 197
2023 Q1 35,373,774 $881,243,823 +$189,684,194 $24.93 185
2022 Q4 33,520,792 $832,526,635 +$416,356,081 $24.77 152
2022 Q3 14,849,335 $324,672,886 +$106,027,811 $21.79 74
2022 Q2 9,872,666 $223,113,027 +$220,089,097 $22.56 53
2022 Q1 134,006 $3,455,000 +$3,455,001 $25.90 12