Latest Period
Q1 2026
Security Snapshot
DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV) Institutional Ownership
CUSIP: 25434V815
13F Institutional Holders and Ownership History from Q1 2022 to Q1 2026
Institutions Reporting
550
Shares (Excl. Options)
158,082,105
Price
$35.04
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- Security type / class
- Equity / US SMALL CAP VAL
- Symbol
- DFSV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 158,082,105
- Total 13F value
- $5,544,394,848
- Portfolio coverage rank
- 0.05%
- Share change
- +12,484,083
- Value change
- +$439,718,923
- Number of holders
- 550
- SEC-reported price per share
- $37.23
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DFSV - DIMENSIONAL ETF TRUST - US SMALL CAP VAL is tracked under CUSIP 25434V815.
- 550 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 519 to 550 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $4,823,875,861 to $5,544,394,848.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 550 institutions filings for Q1 2026.
Security key
25434V815
Latest holder period
Q1 2026
13F holders
550
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25434V815:
As of 31 Mar 2026, 550 institutional investors reported holding 158,082,105 shares of DIMENSIONAL ETF TRUST - US SMALL CAP VAL (DFSV).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
17
Latest
Q1 2026
Rows shown
1-17 of 17
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 158,082,105 | $5,544,394,848 | +$439,718,923 | $35.04 | 550 |
| 2025 Q4 | 146,368,633 | $4,823,875,861 | +$404,750,316 | $32.89 | 519 |
| 2025 Q3 | 131,180,752 | $4,178,073,572 | +$351,709,961 | $31.84 | 457 |
| 2025 Q2 | 124,244,233 | $3,662,071,362 | +$288,889,662 | $29.43 | 442 |
| 2025 Q1 | 116,533,674 | $3,260,771,808 | +$299,480,643 | $28.15 | 411 |
| 2024 Q4 | 105,923,723 | $3,262,524,157 | +$274,750,553 | $30.78 | 399 |
| 2024 Q3 | 92,295,170 | $2,840,554,509 | +$470,451,306 | $30.80 | 323 |
| 2024 Q2 | 77,987,030 | $2,274,804,102 | +$242,593,260 | $28.78 | 299 |
| 2024 Q1 | 69,210,566 | $2,079,168,655 | +$226,828,569 | $30.10 | 282 |
| 2023 Q4 | 62,772,833 | $1,825,519,485 | +$147,684,520 | $29.12 | 261 |
| 2023 Q3 | 53,471,008 | $1,357,767,713 | +$346,245,323 | $25.34 | 219 |
| 2023 Q2 | 37,187,806 | $956,505,484 | -$95,796,049 | $25.70 | 197 |
| 2023 Q1 | 35,373,774 | $881,243,823 | +$189,684,194 | $24.93 | 185 |
| 2022 Q4 | 33,520,792 | $832,526,635 | +$416,356,081 | $24.77 | 152 |
| 2022 Q3 | 14,849,335 | $324,672,886 | +$106,027,811 | $21.79 | 74 |
| 2022 Q2 | 9,872,666 | $223,113,027 | +$220,089,097 | $22.56 | 53 |
| 2022 Q1 | 134,006 | $3,455,000 | +$3,455,001 | $25.90 | 12 |