Who Owns DFA DIMENSIONAL US SMALL CAP V (DFSV)? -- Institutional Holders (2026-06-30)

599 institutions reported holding $6.27B of DFA DIMENSIONAL US SMALL CAP V (DFSV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Savant Capital, LLC ($976.1M), MATHER GROUP, LLC. ($257.3M), JMG Financial Group, Ltd. ($244.8M), Focus Partners Wealth ($182.4M), Cetera Investment Advisers ($182.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Savant Capital, LLC	$976.1M	25.0M	Added
2	MATHER GROUP, LLC.	$257.3M	6.6M	Added
3	JMG Financial Group, Ltd.	$244.8M	6.3M	Added
4	Focus Partners Wealth	$182.4M	4.7M	Added
5	Cetera Investment Advisers	$182.3M	4.7M	Added
6	Cerity Partners LLC	$173.4M	4.5M	Added
7	RITHOLTZ WEALTH MANAGEMENT	$157.8M	4.1M	Added
8	Corient Private Wealth LLC	$125.8M	3.2M	Trimmed
9	Modera Wealth Management, LLC	$114.4M	2.9M	Added
10	Index Fund Advisors, Inc.	$110.3M	2.8M	Added
11	Pathstone Holdings, LLC	$103.5M	2.7M	Trimmed
12	ENVESTNET ASSET MANAGEMENT INC	$92.3M	2.4M	Added
13	LPL Financial LLC	$91.6M	2.4M	Added
14	Focus Partners Advisor Solutions, LLC	$86.3M	2.2M	Added
15	Creative Planning	$84.9M	2.2M	Trimmed
16	Arista Wealth Management, LLC	$83.5M	2.2M	Added
17	RAYMOND JAMES FINANCIAL INC	$76.4M	2.0M	Added
18	BANK OF AMERICA CORP /DE/	$66.1M	1.7M	Added
19	Vestmark Advisory Solutions, Inc.	$57.6M	1.5M	Trimmed
20	EP Wealth Advisors, LLC	$51.7M	1.3M	Trimmed
21	DiNuzzo Private Wealth, Inc.	$50.5M	1.3M	Trimmed
22	Truepoint, Inc.	$46.3M	1.2M	Trimmed
23	Evanson Financial, LLC	$45.0M	1.2M	New
24	COLDSTREAM CAPITAL MANAGEMENT INC	$44.9M	1.1M	Trimmed
25	MOSAIC FAMILY WEALTH PARTNERS, LLC	$40.0M	1.0M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30