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 $6.19B 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 $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 $973.34M, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed DFSV value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Mather Group, Llc., Jmg Financial Group, Ltd., 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
572
Total Reported Value
$6.19B
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 | $973,344,325 | -$2,776,867 | -0.28% | |
| Mather Group, Llc. | 2.24% | 6,632,230 | $257,264,221 | $258,126,392 | +$862,171 | +0.34% | |
| Jmg Financial Group, Ltd. | 5.91% | 6,311,245 | $244,813,209 | $245,633,655 | +$820,446 | +0.34% | |
| Focus Partners Wealth | 0.19% | 4,701,833 | $182,384,134 | $182,995,340 | +$611,206 | +0.34% | |
| Cetera Investment Advisers | 0.17% | 4,700,364 | $182,327,110 | $182,938,167 | +$611,057 | +0.34% | |
| Cerity Partners Llc | 0.21% | 4,469,361 | $173,366,475 | $173,947,530 | +$581,055 | +0.34% | |
| Ritholtz Wealth Management | 2.35% | 4,069,099 | $157,840,339 | $158,369,333 | +$528,994 | +0.34% | |
| Corient Private Wealth Llc | 0.17% | 3,243,839 | $125,828,559 | $126,250,214 | +$421,655 | +0.34% | |
| Modera Wealth Management, Llc | 1.22% | 2,947,946 | $114,350,813 | $114,734,058 | +$383,245 | +0.34% | |
| Index Fund Advisors, Inc. | 4.38% | 2,844,072 | $110,321,540 | $110,691,282 | +$369,742 | +0.34% | |
| Exencial Wealth Advisors, Llc | 3.05% | 2,797,372 | $98,019,900 | $108,873,718 | +$10,853,818 | +11.07% | |
| Pathstone Holdings, Llc | 0.38% | 2,754,739 | $96,526,040 | $107,214,442 | +$10,688,402 | +11.07% | |
| Envestnet Asset Management Inc | 0.02% | 2,378,365 | $92,256,759 | $92,565,966 | +$309,207 | +0.34% | |
| Lpl Financial Llc | 0.02% | 2,360,503 | $91,563,890 | $91,870,777 | +$306,887 | +0.34% | |
| Focus Partners Advisor Solutions, Llc | 0.73% | 2,225,817 | $86,339,444 | $86,628,798 | +$289,354 | +0.34% | |
| Arista Wealth Management, Llc | 9.01% | 2,151,928 | $83,473,277 | $83,753,038 | +$279,761 | +0.34% | |
| Raymond James Financial Inc | 0.02% | 1,970,745 | $76,445,192 | $76,701,395 | +$256,203 | +0.34% | |
| Bank Of America Corp | 0.00% | 1,704,969 | $66,135,749 | $66,357,393 | +$221,644 | +0.34% | |
| Vestmark Advisory Solutions, Inc. | 0.54% | 1,486,102 | $57,645,897 | $57,839,090 | +$193,193 | +0.34% | |
| Ep Wealth Advisors, Llc | 0.20% | 1,332,487 | $51,687,183 | $51,860,394 | +$173,211 | +0.34% | |
| Dinuzzo Private Wealth, Inc. | 4.99% | 1,300,634 | $50,451,612 | $50,620,675 | +$169,063 | +0.34% | |
| Truepoint, Inc. | 0.97% | 1,193,913 | $46,311,884 | $46,467,094 | +$155,210 | +0.34% | |
| Coldstream Capital Management Inc | 0.56% | 1,142,603 | $44,929,993 | $44,470,109 | -$459,884 | -1.02% | |
| Mosaic Family Wealth Partners, Llc | 2.71% | 1,030,836 | $39,986,189 | $40,120,137 | +$133,948 | +0.33% | |
| Leading Edge Financial Planning Llc | 7.10% | 1,027,285 | $39,848,391 | $39,981,932 | +$133,541 | +0.34% | |
| Bank Of Montreal | 0.01% | 1,023,556 | $39,703,738 | $39,836,800 | +$133,062 | +0.34% | |
| Evanson Asset Management, Llc | 2.10% | 1,114,611 | $39,055,956 | $43,380,660 | +$4,324,704 | +11.07% | |
| Osaic Holdings, Inc. | 0.04% | 968,729 | $37,582,507 | $37,702,933 | +$120,426 | +0.32% | |
| Integrity Advisory Solutions, Llc | 3.75% | 940,148 | $36,468,343 | $36,590,560 | +$122,217 | +0.34% | |
| Harbour Investments, Inc. | 0.49% | 930,059 | $36,076,979 | $36,197,896 | +$120,917 | +0.34% | |
| Elser Financial Planning, Inc | 1.55% | 923,575 | $35,825,474 | $35,945,539 | +$120,065 | +0.34% | |
| Seaside Wealth Management, Inc. | 8.84% | 922,462 | $35,782,292 | $35,902,221 | +$119,929 | +0.34% | |
| Stordahl Capital Management, Inc. | 6.49% | 913,553 | $35,436,724 | $35,555,483 | +$118,759 | +0.34% | |
| Northern Trust Corp | 0.00% | 905,466 | $35,123,026 | $35,240,737 | +$117,711 | +0.34% | |
| United Wealth Management, Llc | 7.89% | 904,345 | $35,079,528 | $35,197,107 | +$117,579 | +0.34% | |
| Jackson Thornton Wealth Management, Llc | 2.68% | 873,274 | $33,874,279 | $33,987,824 | +$113,545 | +0.34% | |
| Beacon Pointe Advisors, Llc | 0.15% | 848,190 | $32,901,280 | $33,011,555 | +$110,275 | +0.34% | |
| Von Borstel & Associates, Inc. | 6.67% | 839,017 | $32,545,000 | $32,654,542 | +$109,542 | +0.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 826,860 | $32,082,171 | $32,181,391 | +$99,220 | +0.31% | |
| Hassell Wealth Management, Llc | 9.03% | 770,951 | $29,442,633 | $30,005,413 | +$562,780 | +1.91% | |
| Zhang Financial Llc | 0.85% | 750,732 | $29,120,891 | $29,218,489 | +$97,598 | +0.34% | |
| Diversified Portfolios, Inc. | 2.07% | 734,781 | $28,502,151 | $28,597,677 | +$95,526 | +0.34% | |
| Rather & Kittrell, Inc. | 3.90% | 719,089 | $27,893,471 | $27,986,944 | +$93,473 | +0.34% | |
| Sequoia Financial Advisors | 0.14% | 714,818 | $27,727,796 | $27,820,717 | +$92,921 | +0.34% | |
| Park Avenue Securities Llc | 0.17% | 714,197 | $27,704,000 | $27,796,547 | +$92,547 | +0.33% | |
| Integrity Alliance, Llc. | 0.86% | 704,492 | $27,327,281 | $27,418,829 | +$91,548 | +0.34% | |
| Onedigital Investment Advisors Llc | 0.22% | 665,532 | $25,815,985 | $25,902,505 | +$86,520 | +0.34% | |
| Retirement Solution Llc | 4.99% | 658,005 | $25,524,008 | $25,609,555 | +$85,547 | +0.34% | |
| Commonwealth Equity Services, Llc | 0.03% | 644,635 | $25,005,400 | $25,089,194 | +$83,794 | +0.34% | |
| Factor Wealth Management Ltd | 3.72% | 634,617 | $24,616,804 | $24,699,294 | +$82,490 | +0.34% |
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.