Institutional Ownership
Dimensional ETF Trust
CUSIP 25434V815US SMALL CAP VALDFSVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
549
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Savant Capital, LLC | 18.88M | $661.48M |
| 2 | Corient Private Wealth LLC | 7.34M | $256.99M |
| 3 | Mather Group, LLC. | 6.57M | $230.14M |
| 4 | Jmg Financial Group, Ltd. | 6.19M | $216.95M |
| 5 | Focus Partners Wealth | 4.50M | $157.73M |
| 6 | Cerity Partners LLC | 4.31M | $150.94M |
| 7 | Cetera Investment Advisers | 3.89M | $136.26M |
| 8 | Ritholtz Wealth Management | 3.86M | $135.17M |
| 9 | Exencial Wealth Advisors, LLC | 2.80M | $98.02M |
| 10 | Modera Wealth Management, LLC | 2.76M | $96.83M |