Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V815US SMALL CAP VALDFSVQ1 2026
Institutional Holders
549
13F filers
Shares Held
158.03M
Aggregate institutional
Institutional Value
$5.41B
Q1 2026
Net New Holders
+43
60 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions60
Increased285
Decreased146
Sold out17
Institutional Holders
549 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 18.88M | $661.48M | +2.79M | Added |
| 2 | Corient Private Wealth LLC | 7.34M | $256.99M | +39.9K | Added |
| 3 | Mather Group, LLC. | 6.57M | $230.14M | −48.4K | Reduced |
| 4 | Jmg Financial Group, Ltd. | 6.19M | $216.95M | +358.9K | Added |
| 5 | Focus Partners Wealth | 4.50M | $157.73M | +190.5K | Added |
| 6 | Cerity Partners LLC | 4.31M | $150.94M | +500.9K | Added |
| 7 | Cetera Investment Advisers | 3.89M | $136.26M | +1.48M | Added |
| 8 | Ritholtz Wealth Management | 3.86M | $135.17M | +239.1K | Added |
| 9 | Exencial Wealth Advisors, LLC | 2.80M | $98.02M | +731.3K | Added |
| 10 | Modera Wealth Management, LLC | 2.76M | $96.83M | +103.1K | Added |
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