DIMENSIONAL US SMALL CAP VAL (DFSV) Institutional Shareholders
DIMENSIONAL US SMALL CAP VAL (DFSV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.67B in DFSV holdings during the latest filing period.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of DFSV tracked by InsiderSet, reporting ownership valued at approximately $661.48M in its March 31, 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 $757.76M, representing an estimated gain of +14.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed DFSV value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Mather Group, Llc., Corient Private Wealth Llc, 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
561
Total Reported Value
$5.67B
Largest Holder
Savant Capital, Llc
Largest Position
$661.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 3.20% | 18,877,994 | $661,484,900 | $757,762,679 | +$96,277,779 | +14.55% | |
| Mather Group, Llc. | 2.24% | 6,632,230 | $257,264,221 | $266,217,712 | +$8,953,491 | +3.48% | |
| Corient Private Wealth Llc | 0.37% | 7,337,993 | $256,991,676 | $294,547,039 | +$37,555,363 | +14.61% | |
| Jmg Financial Group, Ltd. | 5.91% | 6,311,245 | $244,813,209 | $253,333,374 | +$8,520,165 | +3.48% | |
| Focus Partners Wealth | 0.18% | 4,501,394 | $157,728,881 | $180,685,955 | +$22,957,074 | +14.55% | |
| Cerity Partners Llc | 0.21% | 4,307,741 | $150,943,197 | $172,912,724 | +$21,969,527 | +14.55% | |
| Cetera Investment Advisers | 0.14% | 3,888,709 | $136,260,369 | $156,092,779 | +$19,832,410 | +14.55% | |
| Ritholtz Wealth Management | 2.34% | 3,857,508 | $135,167,078 | $154,840,371 | +$19,673,293 | +14.55% | |
| Modera Wealth Management, Llc | 1.22% | 2,947,946 | $114,350,813 | $118,330,552 | +$3,979,739 | +3.48% | |
| Exencial Wealth Advisors, Llc | 3.05% | 2,797,372 | $98,019,900 | $112,286,512 | +$14,266,612 | +14.55% | |
| Index Fund Advisors, Inc. | 4.35% | 2,761,776 | $96,772,640 | $110,857,689 | +$14,085,049 | +14.55% | |
| Pathstone Holdings, Llc | 0.38% | 2,754,739 | $96,526,040 | $110,575,223 | +$14,049,183 | +14.55% | |
| Envestnet Asset Management Inc | 0.02% | 2,378,365 | $92,256,759 | $95,467,571 | +$3,210,812 | +3.48% | |
| Arista Wealth Management, Llc | 9.01% | 2,151,928 | $83,473,277 | $86,378,390 | +$2,905,113 | +3.48% | |
| Coldstream Capital Management Inc | 0.96% | 2,229,989 | $78,138,780 | $89,511,758 | +$11,372,978 | +14.55% | |
| Creative Planning | 0.05% | 2,212,917 | $77,540,603 | $88,826,488 | +$11,285,885 | +14.55% | |
| Lpl Financial Llc | 0.02% | 2,212,668 | $77,531,894 | $88,816,494 | +$11,284,600 | +14.55% | |
| Focus Partners Advisor Solutions, Llc | 0.74% | 2,108,702 | $73,866,860 | $84,643,298 | +$10,776,438 | +14.59% | |
| Raymond James Financial Inc | 0.02% | 1,942,259 | $68,056,738 | $77,962,276 | +$9,905,538 | +14.55% | |
| Bank Of America Corp | 0.00% | 1,572,422 | $55,097,653 | $63,117,019 | +$8,019,366 | +14.55% | |
| Vestmark Advisory Solutions, Inc. | 0.58% | 1,487,000 | $52,104,480 | $59,688,180 | +$7,583,700 | +14.55% | |
| Dinuzzo Private Wealth, Inc. | 4.99% | 1,300,634 | $50,451,612 | $52,207,449 | +$1,755,837 | +3.48% | |
| Ep Wealth Advisors, Llc | 0.24% | 1,420,298 | $49,767,252 | $57,010,762 | +$7,243,510 | +14.55% | |
| Truepoint, Inc. | 0.97% | 1,193,913 | $46,311,884 | $47,923,668 | +$1,611,784 | +3.48% | |
| Evanson Asset Management, Llc | 2.10% | 1,114,611 | $39,055,956 | $44,740,486 | +$5,684,530 | +14.55% | |
| Integrity Advisory Solutions, Llc | 3.75% | 940,148 | $36,468,343 | $37,737,541 | +$1,269,198 | +3.48% | |
| Elser Financial Planning, Inc | 1.55% | 923,575 | $35,825,474 | $37,072,301 | +$1,246,827 | +3.48% | |
| Stordahl Capital Management, Inc. | 6.49% | 913,553 | $35,436,724 | $36,670,017 | +$1,233,293 | +3.48% | |
| United Wealth Management, Llc | 7.89% | 904,345 | $35,079,528 | $36,300,408 | +$1,220,880 | +3.48% | |
| Mosaic Family Wealth Partners, Llc | 3.58% | 997,993 | $34,969,672 | $40,059,439 | +$5,089,767 | +14.55% | |
| Bank Of Montreal | 0.01% | 990,589 | $34,710,254 | $39,762,242 | +$5,051,988 | +14.55% | |
| Leading Edge Financial Planning Llc | 7.15% | 969,277 | $33,963,461 | $38,906,779 | +$4,943,318 | +14.55% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 826,860 | $32,082,171 | $33,190,160 | +$1,107,989 | +3.45% | |
| Seaside Wealth Management, Inc. | 8.88% | 901,546 | $31,590,151 | $36,188,056 | +$4,597,905 | +14.55% | |
| Jackson Thornton Wealth Management, Llc | 2.78% | 853,321 | $30,839,021 | $34,252,305 | +$3,413,284 | +11.07% | |
| Allworth Financial Lp | 0.12% | 870,735 | $30,510,539 | $34,951,303 | +$4,440,764 | +14.55% | |
| Harbour Investments, Inc. | 0.47% | 866,631 | $30,366,778 | $34,786,568 | +$4,419,790 | +14.55% | |
| Northern Trust Corp | 0.00% | 848,590 | $29,734,593 | $34,062,403 | +$4,327,810 | +14.55% | |
| Hassell Wealth Management, Llc | 9.03% | 770,951 | $29,442,633 | $30,945,973 | +$1,503,340 | +5.11% | |
| Zhang Financial Llc | 0.85% | 750,732 | $29,120,891 | $30,134,382 | +$1,013,491 | +3.48% | |
| Beacon Pointe Advisors, Llc | 0.15% | 815,577 | $28,577,823 | $32,737,261 | +$4,159,438 | +14.55% | |
| Diversified Portfolios, Inc. | 2.07% | 734,781 | $28,502,151 | $29,494,109 | +$991,958 | +3.48% | |
| Sequoia Financial Advisors | 0.14% | 714,818 | $27,727,796 | $28,692,795 | +$964,999 | +3.48% | |
| Hightower Advisors, Llc | 0.03% | 786,334 | $27,553,183 | $31,563,447 | +$4,010,264 | +14.55% | |
| Osaic Holdings, Inc. | 0.04% | 780,515 | $27,353,398 | $31,329,872 | +$3,976,474 | +14.54% | |
| Integrity Alliance, Llc. | 0.86% | 704,492 | $27,327,281 | $28,278,309 | +$951,028 | +3.48% | |
| Commonwealth Equity Services, Llc | 0.03% | 644,635 | $25,005,400 | $25,875,649 | +$870,249 | +3.48% | |
| Factor Wealth Management Ltd | 3.72% | 634,617 | $24,616,804 | $25,473,526 | +$856,722 | +3.48% | |
| Rather & Kittrell, Inc. | 3.73% | 690,600 | $24,198,609 | $27,720,684 | +$3,522,075 | +14.55% | |
| Royal Bank Of Canada | 0.00% | 674,902 | $23,649,000 | $27,090,566 | +$3,441,566 | +14.55% |
Frequently asked questions about DFSV
Who owns the most DFSV stock?
The largest holders of DFSV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US SMALL CAP VAL (DFSV).
Is DFSV widely held by superinvestors?
Many widely followed stocks like DFSV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFSV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.