Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US SMALL CAP VAL
-
Total 13F shares
-
144,883,467
-
Share change
-
+10,893,190
-
Total reported value
-
$4,775,028,781
-
Price per share
-
$32.89
-
Number of holders
-
513
-
Value change
-
+$361,378,172
-
Number of buys
-
301
-
Number of sells
-
139
Institutional Holders of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) as of Q4 2025
As of 31 Dec 2025,
DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) was held by
513 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
144,883,467 shares.
The largest 10 holders included
Savant Capital, LLC, MATHER GROUP, LLC., Corient Private Wealth LLC, JMG Financial Group, Ltd., Focus Partners Wealth, Cerity Partners LLC, RITHOLTZ WEALTH MANAGEMENT, Pathstone Holdings, LLC, Modera Wealth Management, LLC, and Index Fund Advisors, Inc..
This page lists
513
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.