Dimensional ETF Trust - DFSV
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$4.778B
QoQ value delta ($000)
+$734.5M
(+18.16%)
Implied price effect (QoQ)
+3.48%
Shares
Total shares
144,963,044
QoQ shares delta
+18,014,548
(+14.19%)
Total shares held by funds (by quarter)
Market chart (DFSV)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Savant Capital, LLC | 528,976 | 16,083,198 | 3.01% |
| Corient Private Wealth LLC | 240,036 | 7,298,072 | 0.33% |
| MATHER GROUP, LLC. | 217,606 | 6,616,180 | 2.24% |
| JMG Financial Group, Ltd. | 191,828 | 5,832,420 | 5.39% |
| Focus Partners Wealth | 141,786 | 4,310,926 | 0.16% |
| Cerity Partners LLC | 125,208 | 3,806,878 | 0.18% |
| RITHOLTZ WEALTH MANAGEMENT | 119,009 | 3,618,411 | 2.17% |
| Pathstone Holdings, LLC | 91,385 | 2,778,524 | 0.35% |
| Modera Wealth Management, LLC | 87,502 | 2,660,446 | 1.01% |
| Index Fund Advisors, Inc. | 84,095 | 2,556,867 | 3.95% |
| Cetera Investment Advisers | 79,276 | 2,410,340 | 0.09% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 72,160 | 2,194,002 | 0.93% |
| LPL Financial LLC | 69,396 | 2,109,965 | 0.02% |
| Creative Planning | 68,660 | 2,087,584 | 0.05% |
| Arista Wealth Management, LLC | 68,383 | 2,079,167 | 8.41% |
| ENVESTNET ASSET MANAGEMENT INC | 68,192 | 2,073,356 | 0.02% |
| EXENCIAL WEALTH ADVISORS, LLC | 67,953 | 2,066,098 | 2.15% |
| Focus Partners Advisor Solutions, LLC | 63,508 | 1,930,943 | 0.78% |
| RAYMOND JAMES FINANCIAL INC | 61,050 | 1,856,193 | 0.02% |
| BANK OF AMERICA CORP /DE/ | 51,640 | 1,570,108 | 0.0% |
| EP Wealth Advisors, LLC | 50,585 | 1,538,016 | 0.26% |
| Vestmark Advisory Solutions, Inc. | 47,173 | 1,434,271 | 0.64% |
| DiNuzzo Private Wealth, Inc. | 44,464 | 1,351,902 | 4.84% |
| Truepoint, Inc. | 43,980 | 1,337,204 | 0.99% |
| Evanson Asset Management, LLC | 33,783 | 1,027,169 | 1.82% |