DIMENSIONAL ETF TRUST US SMALL CAP VAL is a security (CUSIP 25434V815) tracked across SEC portfolio filings. 601 institutional managers reported $5.9B on Form 13F as of 2026-06-30.
Showing 15 of 601 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Savant Capital, LLC | ROCKFORD, IL | $661.5M | 18,877,994 |
| MATHER GROUP, LLC. | CHICAGO, IL | $257.3M | 6,632,230 |
| Corient Private Wealth LLC | Miami, FL | $257.0M | 7,337,993 |
| JMG Financial Group, Ltd. | DOWNERS GROVE, IL | $244.8M | 6,311,245 |
| Focus Partners Wealth | ST LOUIS, MO | $157.7M | 4,501,394 |
| Cerity Partners LLC | NEW YORK, NY | $150.9M | 4,307,741 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $136.3M | 3,888,709 |
| RITHOLTZ WEALTH MANAGEMENT | NEW YORK, NY | $135.2M | 3,857,508 |
| Modera Wealth Management, LLC | WESTWOOD, NJ | $114.4M | 2,947,946 |
| EXENCIAL WEALTH ADVISORS, LLC | OKLAHOMA CITY, OK | $98.0M | 2,797,372 |
| Index Fund Advisors, Inc. | IRVINE, CA | $96.8M | 2,761,776 |
| Pathstone Holdings, LLC | ENGLEWOOD, NJ | $96.5M | 2,754,739 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $92.3M | 2,378,365 |
| Focus Partners Advisor Solutions, LLC | SAINT LOUIS, MO | $86.3M | 2,225,817 |
| Arista Wealth Management, LLC | Las Vegas, NV | $83.5M | 2,151,928 |