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Dimensional US Small Cap VAL (DFSV)

CUSIP: 25434V815 | NYSE | 774 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Allworth Financial LP894,613
0.1% of portfolio›$34.7M
Diversified Portfolios, Inc.765,293
2.0% of portfolio›$28.7M
Navigoe, LLC384,990
7.8% of portfolio›$14.4M
Collective Family Office LLC203,817
1.6% of portfolio›$7.6M
LAM Group, Inc.87,490
1.7% of portfolio›$3.3M
Meritas Wealth Management, LLC59,713
0.8% of portfolio›$2.2M
Compound Planning, Inc.30,251
0.0% of portfolio›$1.1M
Baker Tilly Wealth Management, LLC18,095
0.1% of portfolio›$678.0K
IFP Advisors, Inc13,371
0.0% of portfolio›$512.9K
Frankly Finances, LLC10,901
0.3% of portfolio›$408.5K
Shore Point Advisors, LLC6,405
0.1% of portfolio›$240.0K
Private Trust Co NA4,226
0.0% of portfolio›$162.1K
Compass Financial Management LLC34
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Allworth Financial LP
894,613$34.7M0.1%IndexLowFolsom, CA2026-11-06
Diversified Portfolios, Inc.
765,293$28.7M2.0%ETFLowBloomfield Hills, MI2026-11-04
Navigoe, LLC
384,990$14.4M7.8%ETFVery LowRedondo Beach, CA2026-11-04
Collective Family Office LLC
203,817$7.6M1.6%ETFLowYork, PA2026-10-05
LAM Group, Inc.
87,490$3.3M1.7%ETFVery LowLake Oswego, OR2026-10-26
Meritas Wealth Management, LLC
59,713$2.2M0.8%ETFVery LowSan Rafael, CA2026-10-14
Compound Planning, Inc.
30,251$1.1M0.0%CoreLowNew York, NY2026-11-05
Baker Tilly Wealth Management, LLC
18,095$678.0K0.1%GrowthLowMadison, WI2026-10-05
IFP Advisors, Inc
13,371$512.9K0.0%GrowthLowTampa, FL2026-10-16
Frankly Finances, LLC
10,901$408.5K0.3%ETFVery LowWinter Park, FL2026-10-28
Shore Point Advisors, LLC
6,405$240.0K0.1%ETFLowBrielle, NJ2026-10-14
Private Trust Co NA
4,226$162.1K0.0%CoreLowCleveland, OH2026-10-20
Compass Financial Management LLC
34$1.3K0.0%CoreN/ATampa, FL2026-10-30