13F Insight
DOSSIER · 13F Holders · Q3 2026
DFSV

DFA US Small Cap Value ETF

100 institutions still hold DFA US Small Cap Value ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25239Y170·100 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$675M
visible holders
Holders
100
filers reporting
Concentration
37.18%
MATHER GROUP, LLC. #1
top holder share
AI Holders Summary · Q3 2026

100 institutions reported DFSV in Q3 2026. MATHER GROUP, LLC. leads at 37.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MATHER GROUP, LLC.
CIK 0001527641
$251M6.7M2.13%Q3 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$51M1.3M0.08%Q3 202603
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$49M1.3M4.83%Q3 202604
Stordahl Capital Management, Inc.
CIK 0001729093
$34M913K6.31%Q3 202605
Hassell Wealth Management, LLC
CIK 0001965270
$29M784K8.84%Q3 202606
CLUNE & ASSOCIATES, LTD.
CIK 0002055816
$25M663K3.80%Q3 202607
Retirement Solution LLC
CIK 0001914606
$25M661K4.71%Q3 202608
Integris Wealth Management, LLC
CIK 0001750852
$24M638K4.59%Q3 202609
Perigon Wealth Management, LLC
CIK 0001575239
$21M565K0.33%Q3 202610
Apella Capital, LLC
CIK 0001801507
$21M554K0.27%Q3 202611
Elser Financial Planning, Inc
CIK 0002028202
$20M539K0.88%Q3 202612
Krilogy Financial LLC
CIK 0001659047
$18M468K0.49%Q3 202613
Trust Co of the South
CIK 0002008165
$16M434K2.28%Q3 202614
Physician Wealth Solutions Inc.
CIK 0002007116
$14M386K5.69%Q3 202615
XY Planning Network, Inc.
CIK 0001873438
$14M379K1.53%Q3 202616
AdvisorNet Financial, Inc
CIK 0001409362
$13M344K0.59%Q3 202617
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$13M166K1.83%Q3 202618
Abel Hall, LLC
CIK 0002013339
$12M334K2.25%Q3 202619
BOS Asset Management, LLC
CIK 0001965814
$12M328K2.87%Q3 202620
PINNACLE ASSOCIATES LTD
CIK 0000743127
$12M312K0.13%Q3 2026
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