DFSV

—

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$39.66

-0.02 (-0.05%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding DFSV · 2026-Q1 methodology → sources →

549 holders

FUNDDIMENSIONAL ETF TRUSTA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

158,029,165

Reporting holders

549

% of shares outstanding is not shown for DFSV: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register97.7%537 active filers

Index / screened out2.3%12 filers

Reporting holders5492026-Q1

Top-10 concentration38.7%

HHI0.0267

Effective holders37.5

Crowding percentile—

Crowding percentile withheld — no market cap for DFSV in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 549 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Savant Capital, LLC	18,877,99418.9M	$661M	—	ADD 17%
2	Corient Private Wealth LLC	7,337,9937.3M	$257M	—	TRIM -45%
3	MATHER GROUP, LLC.	6,567,8116.6M	$230M	—	—
4	JMG Financial Group, Ltd.	6,191,3546.2M	$217M	—	ADD 6%
5	Focus Partners Wealth	4,501,3944.5M	$158M	—	ADD 4%
6	Cerity Partners LLC	4,307,7414.3M	$151M	—	ADD 13%
7	Cetera Investment Advisers	3,888,7093.9M	$136M	—	ADD 61%
8	RITHOLTZ WEALTH MANAGEMENT	3,857,5083.9M	$135M	—	ADD 7%
9	EXENCIAL WEALTH ADVISORS, LLC	2,797,3722.8M	$98M	—	ADD 35%
10	Modera Wealth Management, LLC	2,763,5012.8M	$97M	—	ADD 4%
11	Index Fund Advisors, Inc.	2,761,7762.8M	$97M	—	ADD 8%
12	Pathstone Holdings, LLC	2,754,7392.8M	$97M	—	—
13	ENVESTNET ASSET MANAGEMENT INC	2,288,5642.3M	$80M	—	ADD 10%
14	COLDSTREAM CAPITAL MANAGEMENT INC	2,229,9892.2M	$78M	—	—
15	Creative Planning	2,212,9172.2M	$78M	—	ADD 6%
16	LPL Financial LLC	2,212,6682.2M	$78M	—	ADD 5%
17	Focus Partners Advisor Solutions, LLC	2,108,7022.1M	$74M	—	ADD 9%
18	Arista Wealth Management, LLC	2,103,4362.1M	$74M	—	—
19	RAYMOND JAMES FINANCIAL INC	1,942,2591.9M	$68M	—	ADD 5%
20	BANK OF AMERICA CORP /DE/	1,572,4221.6M	$55M	—	—
21	Vestmark Advisory Solutions, Inc.	1,487,0001.5M	$52M	—	ADD 4%
22	EP Wealth Advisors, LLC	1,420,2981.4M	$50M	—	TRIM -8%
23	DiNuzzo Private Wealth, Inc.	1,347,5651.3M	$47M	—	—
24	Truepoint, Inc.	1,341,4811.3M	$47M	—	—
25	Evanson Asset Management, LLC	1,114,6111.1M	$39M	—	ADD 9%
26	MOSAIC FAMILY WEALTH PARTNERS, LLC	997,993997,993	$35M	—	—
27	BANK OF MONTREAL /CAN/	990,589990,589	$35M	—	ADD 4%
28	Leading Edge Financial Planning LLC	969,277969,277	$34M	—	ADD 5%
29	Stordahl Capital Management, Inc.	909,808909,808	$32M	—	TRIM -2%
30	Elser Financial Planning, Inc	911,843911,843	$32M	—	NEW
31	Seaside Wealth Management, Inc.	901,546901,546	$32M	—	—
32	United Wealth Management, LLC	899,209899,209	$32M	—	—
33	JACKSON THORNTON WEALTH MANAGEMENT, LLC	853,321853,321	$31M	—	TRIM -6%
34	Allworth Financial LP	870,735870,735	$31M	—	ADD 97%
35	HARBOUR INVESTMENTS, INC.	866,631866,631	$30M	—	ADD 27%
36	Integrity Advisory Solutions, LLC	863,575863,575	$30M	—	ADD 8%
37	NORTHERN TRUST CORP	848,590848,590	$30M	—	ADD 29%
38	von Borstel & Associates, Inc.	829,409829,409	$29M	—	—
39	Beacon Pointe Advisors, LLC	815,577815,577	$29M	—	TRIM -11%
40	HighTower Advisors, LLC	786,334786,334	$28M	—	TRIM -11%
41	OSAIC HOLDINGS, INC.	780,515780,515	$27M	—	TRIM -19%
42	Hassell Wealth Management, LLC	762,655762,655	$27M	—	—
43	Sequoia Financial Advisors, LLC	732,440732,440	$26M	—	TRIM -2%
44	INTEGRITY ALLIANCE, LLC.	705,604705,604	$25M	—	—
45	Zhang Financial LLC	702,217702,217	$25M	—	ADD 11%
46	Diversified Portfolios, Inc.	695,442695,442	$24M	—	ADD 8%
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	689,521689,521	$24M	—	TRIM -30%
48	Rather & Kittrell, Inc.	690,600690,600	$24M	—	—
49	PARK AVENUE SECURITIES LLC	676,217676,217	$24M	—	ADD 17%
50	ROYAL BANK OF CANADA	674,902674,902	$24M	—	ADD 23%
51	Retirement Solution LLC	657,521657,521	$23M	—	—
52	COMMONWEALTH EQUITY SERVICES, LLC	650,168650,168	$23M	—	—
53	OneDigital Investment Advisors LLC	625,569625,569	$22M	—	ADD 4%
54	CWM, LLC	620,862620,862	$22M	—	ADD 13%
55	Safeguard Investment Advisory Group, LLC	611,262611,262	$21M	—	TRIM -7%
56	Chicago Partners Investment Group LLC	572,540572,540	$21M	—	ADD 3%
57	Integris Wealth Management, LLC	598,385598,385	$21M	—	—
58	Wealth Dimensions Group, Ltd.	581,269581,269	$20M	—	ADD 5%
59	Krilogy Financial LLC	557,276557,276	$20M	—	—
60	Wealth Advisors Northwest LLC	550,318550,318	$19M	—	ADD 5%
61	Root Financial Partners, LLC	521,248521,248	$18M	—	TRIM -16%
62	Alpha Financial Advisors, LLC	516,341516,341	$18M	—	TRIM -3%
63	Equita Financial Network, Inc.	502,726502,726	$18M	—	TRIM -15%
64	Perigon Wealth Management, LLC	487,996487,996	$17M	—	ADD 7%
65	Geneos Wealth Management Inc.	486,035486,035	$17M	—	—
66	Clarity Wealth Development LLC	480,383480,383	$17M	—	ADD 6%
67	Well Done, LLC	468,270468,270	$16M	—	ADD 9%
68	Foundation Wealth Management, LLC\PA	463,438463,438	$16M	—	ADD 16%
69	Farther Finance Advisors, LLC	457,040457,040	$16M	—	ADD 13%
70	Apella Capital, LLC	428,670428,670	$16M	—	ADD 760%
71	Rockefeller Capital Management L.P.	451,383451,383	$16M	—	—
72	TOBIAS FINANCIAL ADVISORS, INC.	447,931447,931	$16M	—	ADD 8%
73	Betterment LLC	447,734447,734	$16M	—	ADD 3%
74	Trust Co of the South	444,932444,932	$16M	—	—
75	Mariner, LLC	438,206438,206	$15M	—	ADD 20%
76	Vise Technologies, Inc.	453,238453,238	$15M	—	—
77	Physician Wealth Solutions Inc.	419,371419,371	$15M	—	TRIM -2%
78	Avantax Planning Partners, Inc.	413,787413,787	$14M	—	—
79	Oceanside Advisors LLC	412,992412,992	$14M	—	ADD 2%
80	JPMORGAN CHASE & CO	421,021421,021	$14M	—	ADD 5%
81	SCRATCH CAPITAL LLC	403,955403,955	$14M	—	ADD 7%
82	Greenline Partners, LLC	388,364388,364	$14M	—	—
83	CARDIFF PARK ADVISORS, LLC	387,114387,114	$14M	—	—
84	Navigoe, LLC	365,165365,165	$13M	—	ADD 2%
85	RFG Advisory, LLC	364,867364,867	$13M	—	ADD 4%
86	Factor Wealth Management LTD	348,003348,003	$12M	—	ADD 230%
87	KEB ASSET MANAGEMENT, LLC	342,530342,530	$12M	—	—
88	Financial Engines Advisors L.L.C.	342,025342,025	$12M	—	ADD 2%
89	McIlrath & Eck, LLC	339,357339,357	$12M	—	ADD 7%
90	Private Wealth Management Group, LLC	337,899337,899	$12M	—	TRIM -9%
91	AdvisorNet Financial, Inc	337,032337,032	$12M	—	ADD 4%
92	Plancorp, LLC	326,604326,604	$12M	—	—
93	Kestra Advisory Services, LLC	334,878334,878	$12M	—	ADD 4%
94	Avant Financial Advisors LLC	330,577330,577	$12M	—	ADD 5%
95	MML INVESTORS SERVICES, LLC	326,531326,531	$11M	—	ADD 16%
96	Abel Hall, LLC	325,397325,397	$11M	—	—
97	PINNACLE ASSOCIATES LTD	318,664318,664	$11M	—	TRIM -3%
98	Pinnacle Wealth Management Advisory Group, LLC	318,664318,664	$11M	—	TRIM -3%
99	PEAPACK GLADSTONE FINANCIAL CORP	318,535318,535	$11M	—	TRIM -7%
100	Financial Architects, LLC	317,350317,350	$11M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 347 bought / 183 sold · net +5,662,422 shares · 6.6d of ADV

Bought347 filers

Shares: 15,829,410
Value: $555M
Opened: 63 · 3,366,967 sh
Days of ADV: 18.6d

Sold183 filers

Shares: 10,166,988
Value: $356M
Closed: 35 · 2,086,794 sh
Days of ADV: 11.9d

Net (all filers) +5,662,422 sh · $198M · 3.7% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Savant Capital, LLC

8.1M

9.3M

11.7M

13.3M

16.1M

18.9M

$661M

Corient Private Wealth LLC

4.0M

5.0M

5.8M

5.1M

13.3M

7.3M

$257M

MATHER GROUP, LLC.

4.2M

5.0M

6.5M

6.6M

$230M

JMG Financial Group, Ltd.

5.4M

5.8M

5.4M

5.6M

5.8M

6.2M

$217M

Focus Partners Wealth

4.0M

2.3M

3.2M

3.6M

4.3M

4.5M

$158M

Cerity Partners LLC

789K

933K

3.0M

3.5M

3.8M

4.3M

$151M

Cetera Investment Advisers

12K

—

2.1M

2.4M

3.9M

$136M

RITHOLTZ WEALTH MANAGEMENT

2.1M

2.5M

3.2M

3.4M

3.6M

3.9M

$135M

EXENCIAL WEALTH ADVISORS, LLC

1.1M

1.3M

1.4M

1.6M

2.1M

2.8M

$98M

Modera Wealth Management, LLC

2.9M

2.5M

2.7M

2.8M

$97M

Index Fund Advisors, Inc.

1.9M

2.0M

2.2M

2.4M

2.6M

2.8M

$97M

Pathstone Holdings, LLC

3.1M

3.3M

2.7M

2.8M

$97M

ENVESTNET ASSET MANAGEMENT INC

1.0M

1.2M

2.0M

2.1M

2.3M

$80M

COLDSTREAM CAPITAL MANAGEMENT INC

—

217

1.3M

2.3M

2.2M

$78M

Creative Planning

512K

750K

1.4M

2.0M

2.1M

2.2M

$78M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	549	158,029,165	—	$5.5B
2025-Q4	521	152,366,743

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding DFSV · 2026-Q1 methodology → sources →

549 holders

% of shares outstanding held

—

Shares held (13F)

158,029,165

Reporting holders

549

Active share of register97.7%537 active filers

Index / screened out2.3%12 filers

Reporting holders5492026-Q1

Top-10 concentration38.7%

HHI0.0267

Effective holders37.5

Crowding percentile—

Crowding percentile withheld — no market cap for DFSV in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 549 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Savant Capital, LLC	18,877,99418.9M	$661M	—	ADD 17%
2	Corient Private Wealth LLC	7,337,9937.3M	$257M	—	TRIM -45%
3	MATHER GROUP, LLC.	6,567,8116.6M	$230M	—	—
4	JMG Financial Group, Ltd.	6,191,3546.2M	$217M	—	ADD 6%
5	Focus Partners Wealth	4,501,3944.5M	$158M	—	ADD 4%
6	Cerity Partners LLC	4,307,7414.3M	$151M	—	ADD 13%
7	Cetera Investment Advisers	3,888,7093.9M	$136M	—	ADD 61%
8	RITHOLTZ WEALTH MANAGEMENT	3,857,5083.9M	$135M	—	ADD 7%
9	EXENCIAL WEALTH ADVISORS, LLC	2,797,3722.8M	$98M	—	ADD 35%
10	Modera Wealth Management, LLC	2,763,5012.8M	$97M	—	ADD 4%
11	Index Fund Advisors, Inc.	2,761,7762.8M	$97M	—	ADD 8%
12	Pathstone Holdings, LLC	2,754,7392.8M	$97M	—	—
13	ENVESTNET ASSET MANAGEMENT INC	2,288,5642.3M	$80M	—	ADD 10%
14	COLDSTREAM CAPITAL MANAGEMENT INC	2,229,9892.2M	$78M	—	—
15	Creative Planning	2,212,9172.2M	$78M	—	ADD 6%
16	LPL Financial LLC	2,212,6682.2M	$78M	—	ADD 5%
17	Focus Partners Advisor Solutions, LLC	2,108,7022.1M	$74M	—	ADD 9%
18	Arista Wealth Management, LLC	2,103,4362.1M	$74M	—	—
19	RAYMOND JAMES FINANCIAL INC	1,942,2591.9M	$68M	—	ADD 5%
20	BANK OF AMERICA CORP /DE/	1,572,4221.6M	$55M	—	—
21	Vestmark Advisory Solutions, Inc.	1,487,0001.5M	$52M	—	ADD 4%
22	EP Wealth Advisors, LLC	1,420,2981.4M	$50M	—	TRIM -8%
23	DiNuzzo Private Wealth, Inc.	1,347,5651.3M	$47M	—	—
24	Truepoint, Inc.	1,341,4811.3M	$47M	—	—
25	Evanson Asset Management, LLC	1,114,6111.1M	$39M	—	ADD 9%
26	MOSAIC FAMILY WEALTH PARTNERS, LLC	997,993997,993	$35M	—	—
27	BANK OF MONTREAL /CAN/	990,589990,589	$35M	—	ADD 4%
28	Leading Edge Financial Planning LLC	969,277969,277	$34M	—	ADD 5%
29	Stordahl Capital Management, Inc.	909,808909,808	$32M	—	TRIM -2%
30	Elser Financial Planning, Inc	911,843911,843	$32M	—	NEW
31	Seaside Wealth Management, Inc.	901,546901,546	$32M	—	—
32	United Wealth Management, LLC	899,209899,209	$32M	—	—
33	JACKSON THORNTON WEALTH MANAGEMENT, LLC	853,321853,321	$31M	—	TRIM -6%
34	Allworth Financial LP	870,735870,735	$31M	—	ADD 97%
35	HARBOUR INVESTMENTS, INC.	866,631866,631	$30M	—	ADD 27%
36	Integrity Advisory Solutions, LLC	863,575863,575	$30M	—	ADD 8%
37	NORTHERN TRUST CORP	848,590848,590	$30M	—	ADD 29%
38	von Borstel & Associates, Inc.	829,409829,409	$29M	—	—
39	Beacon Pointe Advisors, LLC	815,577815,577	$29M	—	TRIM -11%
40	HighTower Advisors, LLC	786,334786,334	$28M	—	TRIM -11%
41	OSAIC HOLDINGS, INC.	780,515780,515	$27M	—	TRIM -19%
42	Hassell Wealth Management, LLC	762,655762,655	$27M	—	—
43	Sequoia Financial Advisors, LLC	732,440732,440	$26M	—	TRIM -2%
44	INTEGRITY ALLIANCE, LLC.	705,604705,604	$25M	—	—
45	Zhang Financial LLC	702,217702,217	$25M	—	ADD 11%
46	Diversified Portfolios, Inc.	695,442695,442	$24M	—	ADD 8%
47	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	689,521689,521	$24M	—	TRIM -30%
48	Rather & Kittrell, Inc.	690,600690,600	$24M	—	—
49	PARK AVENUE SECURITIES LLC	676,217676,217	$24M	—	ADD 17%
50	ROYAL BANK OF CANADA	674,902674,902	$24M	—	ADD 23%
51	Retirement Solution LLC	657,521657,521	$23M	—	—
52	COMMONWEALTH EQUITY SERVICES, LLC	650,168650,168	$23M	—	—
53	OneDigital Investment Advisors LLC	625,569625,569	$22M	—	ADD 4%
54	CWM, LLC	620,862620,862	$22M	—	ADD 13%
55	Safeguard Investment Advisory Group, LLC	611,262611,262	$21M	—	TRIM -7%
56	Chicago Partners Investment Group LLC	572,540572,540	$21M	—	ADD 3%
57	Integris Wealth Management, LLC	598,385598,385	$21M	—	—
58	Wealth Dimensions Group, Ltd.	581,269581,269	$20M	—	ADD 5%
59	Krilogy Financial LLC	557,276557,276	$20M	—	—
60	Wealth Advisors Northwest LLC	550,318550,318	$19M	—	ADD 5%
61	Root Financial Partners, LLC	521,248521,248	$18M	—	TRIM -16%
62	Alpha Financial Advisors, LLC	516,341516,341	$18M	—	TRIM -3%
63	Equita Financial Network, Inc.	502,726502,726	$18M	—	TRIM -15%
64	Perigon Wealth Management, LLC	487,996487,996	$17M	—	ADD 7%
65	Geneos Wealth Management Inc.	486,035486,035	$17M	—	—
66	Clarity Wealth Development LLC	480,383480,383	$17M	—	ADD 6%
67	Well Done, LLC	468,270468,270	$16M	—	ADD 9%
68	Foundation Wealth Management, LLC\PA	463,438463,438	$16M	—	ADD 16%
69	Farther Finance Advisors, LLC	457,040457,040	$16M	—	ADD 13%
70	Apella Capital, LLC	428,670428,670	$16M	—	ADD 760%
71	Rockefeller Capital Management L.P.	451,383451,383	$16M	—	—
72	TOBIAS FINANCIAL ADVISORS, INC.	447,931447,931	$16M	—	ADD 8%
73	Betterment LLC	447,734447,734	$16M	—	ADD 3%
74	Trust Co of the South	444,932444,932	$16M	—	—
75	Mariner, LLC	438,206438,206	$15M	—	ADD 20%
76	Vise Technologies, Inc.	453,238453,238	$15M	—	—
77	Physician Wealth Solutions Inc.	419,371419,371	$15M	—	TRIM -2%
78	Avantax Planning Partners, Inc.	413,787413,787	$14M	—	—
79	Oceanside Advisors LLC	412,992412,992	$14M	—	ADD 2%
80	JPMORGAN CHASE & CO	421,021421,021	$14M	—	ADD 5%
81	SCRATCH CAPITAL LLC	403,955403,955	$14M	—	ADD 7%
82	Greenline Partners, LLC	388,364388,364	$14M	—	—
83	CARDIFF PARK ADVISORS, LLC	387,114387,114	$14M	—	—
84	Navigoe, LLC	365,165365,165	$13M	—	ADD 2%
85	RFG Advisory, LLC	364,867364,867	$13M	—	ADD 4%
86	Factor Wealth Management LTD	348,003348,003	$12M	—	ADD 230%
87	KEB ASSET MANAGEMENT, LLC	342,530342,530	$12M	—	—
88	Financial Engines Advisors L.L.C.	342,025342,025	$12M	—	ADD 2%
89	McIlrath & Eck, LLC	339,357339,357	$12M	—	ADD 7%
90	Private Wealth Management Group, LLC	337,899337,899	$12M	—	TRIM -9%
91	AdvisorNet Financial, Inc	337,032337,032	$12M	—	ADD 4%
92	Plancorp, LLC	326,604326,604	$12M	—	—
93	Kestra Advisory Services, LLC	334,878334,878	$12M	—	ADD 4%
94	Avant Financial Advisors LLC	330,577330,577	$12M	—	ADD 5%
95	MML INVESTORS SERVICES, LLC	326,531326,531	$11M	—	ADD 16%
96	Abel Hall, LLC	325,397325,397	$11M	—	—
97	PINNACLE ASSOCIATES LTD	318,664318,664	$11M	—	TRIM -3%
98	Pinnacle Wealth Management Advisory Group, LLC	318,664318,664	$11M	—	TRIM -3%
99	PEAPACK GLADSTONE FINANCIAL CORP	318,535318,535	$11M	—	TRIM -7%
100	Financial Architects, LLC	317,350317,350	$11M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 347 bought / 183 sold · net +5,662,422 shares · 6.6d of ADV

Bought347 filers

Shares: 15,829,410
Value: $555M
Opened: 63 · 3,366,967 sh
Days of ADV: 18.6d

Sold183 filers

Shares: 10,166,988
Value: $356M
Closed: 35 · 2,086,794 sh
Days of ADV: 11.9d

Net (all filers) +5,662,422 sh · $198M · 3.7% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Savant Capital, LLC

8.1M

9.3M

11.7M

13.3M

16.1M

18.9M

$661M

Corient Private Wealth LLC

4.0M

5.0M

5.8M

5.1M

13.3M

7.3M

$257M

MATHER GROUP, LLC.

4.2M

5.0M

6.5M

6.6M

$230M

JMG Financial Group, Ltd.

5.4M

5.8M

5.4M

5.6M

5.8M

6.2M

$217M

Focus Partners Wealth

4.0M

2.3M

3.2M

3.6M

4.3M

4.5M

$158M

Cerity Partners LLC

789K

933K

3.0M

3.5M

3.8M

4.3M

$151M

Cetera Investment Advisers

12K

—

2.1M

2.4M

3.9M

$136M

RITHOLTZ WEALTH MANAGEMENT

2.1M

2.5M

3.2M

3.4M

3.6M

3.9M

$135M

EXENCIAL WEALTH ADVISORS, LLC

1.1M

1.3M

1.4M

1.6M

2.1M

2.8M

$98M

Modera Wealth Management, LLC

2.9M

2.5M

2.7M

2.8M

$97M

Index Fund Advisors, Inc.

1.9M

2.0M

2.2M

2.4M

2.6M

2.8M

$97M

Pathstone Holdings, LLC

3.1M

3.3M

2.7M

2.8M

$97M

ENVESTNET ASSET MANAGEMENT INC

1.0M

1.2M

2.0M

2.1M

2.3M

$80M

COLDSTREAM CAPITAL MANAGEMENT INC

—

217

1.3M

2.3M

2.2M

$78M

Creative Planning

512K

750K

1.4M

2.0M

2.1M

2.2M

$78M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	549	158,029,165	—	$5.5B
2025-Q4	521	152,366,743

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13F

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Institutional ownership· 13F filers holding DFSV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding DFSV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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DFSV