DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2022 to Q4 2025

Type / Class
Equity / US SMALL CAP VAL
Symbol
DFSV
Price per share
$32.89
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
131,129,995
Total reported value
$4,176,456,971
% of total 13F portfolios
0.05%
Share change
+11,005,840
Value change
+$351,770,233
Number of holders
455
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 455 institutional investors reported holding 131,129,995 shares of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV).

Institutional Holders of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 18,881,359 $622,737,890 +$8,535,328 $32.89 88
2025 Q3 131,129,995 $4,176,456,971 +$351,770,233 $31.84 455
2025 Q2 124,244,233 $3,662,071,362 +$288,889,695 $29.43 442
2025 Q1 116,478,355 $3,259,214,599 +$299,325,310 $28.15 409
2024 Q4 105,447,413 $3,247,828,186 +$274,698,559 $30.78 391
2024 Q3 92,135,636 $2,835,640,873 +$469,594,562 $30.80 318
2024 Q2 77,856,514 $2,271,047,866 +$241,796,994 $28.78 294
2024 Q1 69,107,718 $2,076,072,921 +$228,589,494 $30.10 278
2023 Q4 24,817 $722,666 +$15,521 $29.12 1
2023 Q3 53,401,169 $1,355,998,009 +$215,877,278 $25.34 216
2023 Q2 37,112,517 $954,570,540 -$100,206,328 $25.70 194
2023 Q1 35,306,864 $879,575,748 +$185,149,869 $24.93 182
2022 Q4 33,462,598 $831,085,184 +$414,512,764 $24.77 150
2022 Q3 14,849,335 $324,672,886 +$104,732,223 $21.79 74
2022 Q2 9,872,666 $223,113,027 +$217,196,974 $22.56 53
2022 Q1 100,000 $257,800,000 +$257,800,000 $2578.00 1