Who Owns Dimensional ETF Trust Dimensional US Small Cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Dimensional ETF Trust Dimensional US Small Cap Value ETF.
Who crossed 5% of DFSV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Factor Wealth Management LTDU.S. SML CP VAL663.1K shadded | $24.8M |
| Apella Capital, LLCU.S. SML CP VAL554.4K shadded | $21M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS SMALL CAP ETF166.3K sh— | $12.9M |
| BOS Asset Management, LLCU.S. SML CP VAL327.8K shadded | $12.3M |
| COLLECTIVE FAMILY OFFICE LLCUS SMALL CAP ETF203.8K shtrimmed | $7.6M |
| Marquette Asset Management, LLCU.S. SML CP VAL148.1K shtrimmed | $5.5M |
| Financial Symmetry IncCOM138K shadded | $5.2M |
| INTEGRATED CAPITAL MANAGEMENT, INC.U.S. SML CP VAL128.2K shtrimmed | $4.8M |
| Wedmont Private CapitalU.S. SML CP VAL55.6K shadded | $2.1M |
| BAKER TILLY WEALTH MANAGEMENT, LLCUS SMALL CAP ETF18.1K shtrimmed | $678K |
| Acropolis Investment Management, LLCU.S. SML CP VAL7.4K shtrimmed | $276.6K |
| GILPIN WEALTH MANAGEMENT, LLCU.S. SML CP VAL5.4K shheld | $202.2K |
| Dorato Capital ManagementU.S. SML CP VAL342 shheld | $12.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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