DFSV Institutional Ownership & Shareholders
DIMENSIONAL US SMALL CAP VAL (DFSV) is currently held by 296 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.33B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of DFSV tracked by InsiderSet, reporting ownership valued at approximately $976.12M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $986.35M, representing an estimated gain of +1.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed DFSV value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Jmg Financial Group, Ltd., Focus Partners Wealth, and several other long-term asset managers with concentrated positions in DIMENSIONAL US SMALL CAP VAL (DFSV).
This page ranks the largest institutional DFSV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
296
Total Reported Value
$4.33B
Largest Holder
Savant Capital, Llc
Largest Position
$976.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 2.87% | 25,008,847 | $976,121,192 | $986,348,926 | +$10,227,734 | +1.05% | |
| Jmg Financial Group, Ltd. | 5.91% | 6,311,245 | $244,813,209 | $248,915,503 | +$4,102,294 | +1.68% | |
| Focus Partners Wealth | 0.19% | 4,701,833 | $182,384,134 | $185,440,294 | +$3,056,160 | +1.68% | |
| Cetera Investment Advisers | 0.17% | 4,700,364 | $182,327,110 | $185,382,356 | +$3,055,246 | +1.68% | |
| Cerity Partners Llc | 0.21% | 4,469,361 | $173,366,475 | $176,271,598 | +$2,905,123 | +1.68% | |
| Ritholtz Wealth Management | 2.35% | 4,069,099 | $157,840,339 | $160,485,265 | +$2,644,926 | +1.68% | |
| Corient Private Wealth Llc | 0.17% | 3,243,839 | $125,828,559 | $127,937,010 | +$2,108,451 | +1.68% | |
| Index Fund Advisors, Inc. | 4.38% | 2,844,072 | $110,321,540 | $112,170,200 | +$1,848,660 | +1.68% | |
| Exencial Wealth Advisors, Llc | 3.05% | 2,797,372 | $98,019,900 | $110,328,352 | +$12,308,452 | +12.56% | |
| Pathstone Holdings, Llc | 0.38% | 2,754,739 | $96,526,040 | $108,646,906 | +$12,120,866 | +12.56% | |
| Envestnet Asset Management Inc | 0.02% | 2,378,365 | $92,256,759 | $93,802,716 | +$1,545,957 | +1.68% | |
| Lpl Financial Llc | 0.02% | 2,360,503 | $91,563,890 | $93,098,238 | +$1,534,348 | +1.68% | |
| Focus Partners Advisor Solutions, Llc | 0.73% | 2,225,817 | $86,339,444 | $87,786,222 | +$1,446,778 | +1.68% | |
| Raymond James Financial Inc | 0.02% | 1,970,745 | $76,445,192 | $77,726,183 | +$1,280,991 | +1.68% | |
| Bank Of America Corp | 0.00% | 1,704,969 | $66,135,749 | $67,243,977 | +$1,108,228 | +1.68% | |
| Vestmark Advisory Solutions, Inc. | 0.54% | 1,486,102 | $57,645,897 | $58,611,863 | +$965,966 | +1.68% | |
| Ep Wealth Advisors, Llc | 0.20% | 1,332,487 | $51,687,183 | $52,553,287 | +$866,104 | +1.68% | |
| Truepoint, Inc. | 0.97% | 1,193,913 | $46,311,884 | $47,087,929 | +$776,045 | +1.68% | |
| Coldstream Capital Management Inc | 0.56% | 1,142,603 | $44,929,993 | $45,064,262 | +$134,269 | +0.30% | |
| Mosaic Family Wealth Partners, Llc | 2.71% | 1,030,836 | $39,986,189 | $40,656,172 | +$669,983 | +1.68% | |
| Bank Of Montreal | 0.01% | 1,023,556 | $39,703,738 | $40,369,049 | +$665,311 | +1.68% | |
| Evanson Asset Management, Llc | 2.10% | 1,114,611 | $39,055,956 | $43,960,258 | +$4,904,302 | +12.56% | |
| Osaic Holdings, Inc. | 0.04% | 968,729 | $37,582,507 | $38,206,672 | +$624,165 | +1.66% | |
| Harbour Investments, Inc. | 0.49% | 930,059 | $36,076,979 | $36,681,527 | +$604,548 | +1.68% | |
| Seaside Wealth Management, Inc. | 8.84% | 922,462 | $35,782,292 | $36,381,901 | +$599,609 | +1.68% | |
| Northern Trust Corp | 0.00% | 905,466 | $35,123,026 | $35,711,579 | +$588,553 | +1.68% | |
| Jackson Thornton Wealth Management, Llc | 2.68% | 873,274 | $33,874,279 | $34,441,927 | +$567,648 | +1.68% | |
| Beacon Pointe Advisors, Llc | 0.15% | 848,190 | $32,901,280 | $33,452,614 | +$551,334 | +1.68% | |
| Von Borstel & Associates, Inc. | 6.67% | 839,017 | $32,545,000 | $33,090,830 | +$545,830 | +1.68% | |
| Zhang Financial Llc | 0.85% | 750,732 | $29,120,891 | $29,608,870 | +$487,979 | +1.68% | |
| Diversified Portfolios, Inc. | 2.07% | 734,781 | $28,502,151 | $28,979,763 | +$477,612 | +1.68% | |
| Rather & Kittrell, Inc. | 3.90% | 719,089 | $27,893,471 | $28,360,870 | +$467,399 | +1.68% | |
| Sequoia Financial Advisors | 0.14% | 714,818 | $27,727,796 | $28,192,422 | +$464,626 | +1.68% | |
| Onedigital Investment Advisors Llc | 0.22% | 665,532 | $25,815,985 | $26,248,582 | +$432,597 | +1.68% | |
| Safeguard Investment Advisory Group, Llc | 5.23% | 584,076 | $22,656,218 | $23,035,957 | +$379,739 | +1.68% | |
| Cwm, Llc | 0.06% | 620,862 | $21,755,020 | $24,486,797 | +$2,731,777 | +12.56% | |
| Alpha Financial Advisors, Llc | 5.59% | 516,208 | $20,023,725 | $20,359,244 | +$335,519 | +1.68% | |
| Royal Bank Of Canada | 0.00% | 512,087 | $19,864,000 | $20,196,711 | +$332,711 | +1.67% | |
| Geneos Wealth Management Inc. | 0.39% | 492,276 | $19,095,403 | $19,415,365 | +$319,962 | +1.68% | |
| Newedge Advisors, Llc | 0.06% | 486,019 | $18,852,681 | $19,168,589 | +$315,908 | +1.68% | |
| Betterment Llc | 0.03% | 465,072 | $18,040,000 | $18,342,440 | +$302,440 | +1.68% | |
| Mariner, Llc | 0.02% | 462,453 | $17,938,668 | $18,239,146 | +$300,478 | +1.68% | |
| Tobias Financial Advisors, Inc. | 2.27% | 461,103 | $17,886,199 | $18,185,902 | +$299,703 | +1.68% | |
| Rockefeller Capital Management L.P. | 0.03% | 446,524 | $17,320,677 | $17,610,907 | +$290,230 | +1.68% | |
| Jpmorgan Chase & Co | 0.00% | 438,349 | $17,007,988 | $17,288,485 | +$280,497 | +1.65% | |
| Action Point Financial Planning, Llc | 1.78% | 426,791 | $16,555,095 | $16,832,637 | +$277,542 | +1.68% | |
| Allworth Financial Lp | 0.07% | 425,967 | $16,523,244 | $16,800,138 | +$276,894 | +1.68% | |
| Oceanside Advisors Llc | 8.28% | 422,944 | $16,405,979 | $16,680,911 | +$274,932 | +1.68% | |
| Parkwoods Wealth Partners, Llc | 2.58% | 413,454 | $16,037,863 | $16,306,626 | +$268,763 | +1.68% | |
| Financial Engines Advisors L.L.C. | 0.03% | 412,020 | $15,982,256 | $16,250,069 | +$267,813 | +1.68% |
Frequently asked questions about DFSV
Who are the largest institutional holders of DFSV?
The largest institutional holders of DFSV reported in the latest SEC Form 13F filings include Savant Capital, Llc, Jmg Financial Group, Ltd., Focus Partners Wealth, Cetera Investment Advisers, and Cerity Partners Llc. InsiderSet ranks institutional holders by their latest reported DFSV position.
What is DFSV institutional ownership?
This page tracks DFSV positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL US SMALL CAP VAL (DFSV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFSV?
InsiderSet currently tracks 296 institutional managers reporting DFSV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFSV shareholders.
How much DFSV stock do institutions own?
Institutional investment managers disclosed approximately $4.33B in DFSV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFSV institutional ownership last updated?
The latest DFSV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFSV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFSV position after the reporting date.
Are institutions buying or selling DFSV?
Institutional buying and selling can be analyzed by comparing DFSV positions across consecutive 13F reporting periods. InsiderSet's DFSV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFSV ownership changes.
How has DFSV institutional ownership changed over time?
InsiderSet tracks DFSV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.