Security Snapshot

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

CUSIP: 25434V815

13F Institutional Holders and Ownership History from Q1 2022 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

587

Shares (Excl. Options)

161.24MFull value: 161,239,386 · shares · 30 Jun 2026

Price

$38.79

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

Save this security page for your next review

Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0.06%
Share change
+5,595,888
Value change
+$219,914,129
Number of holders
587
Issuer context Names, identifiers, and filing context for this profile. 1 identity field
SEC-reported price per share
$37.47
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • DFSV - DIMENSIONAL ETF TRUST - US SMALL CAP ETF is tracked under CUSIP 25434V815.
  • 587 institutions reported positions in Q2 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

Change

  • Holder count moved from 555 to 587 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $5.57BFull value: $5,573,558,970 · USD · 31 Mar 2026
    to
    $6.26BFull value: $6,261,437,735 · USD · 30 Jun 2026
    .

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

Latest holder context comes from 587 institutions filings for Q2 2026.

Open SEC evidence

Security key

25434V815

13F reference period

Q2 2026

13F holders

587

13D/G owners

0

CIK / CUSIP context first

As of 30 Jun 2026, 587 institutional investors reported holding
161.24MFull value: 161,239,386 · shares · 30 Jun 2026
shares of DIMENSIONAL ETF TRUST - US SMALL CAP ETF (DFSV).

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
19
Headline period
Q2 2026
Rows shown
1-19 of 19
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 1,455,944 $54,569,343 -$3,164,215,020 $37.47 9
2026 Q2 161,239,386 $6,261,437,735 +$219,914,129 $38.79 587
2026 Q1 158,920,003 $5,573,558,970 +$439,927,741 $35.04 555
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .