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Funds Holding DFSV

On this page, we present all of the funds holding DFSV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFSV, with a link to that fund's top holdings. The next columns indicate the amount of DFSV stock held by each of the funds holding DFSV, followed by the DFSV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 52 funds holding DFSV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Dimensional Fund Advisors LP. For more details on the positions held by Dimensional Fund Advisors LP (or by any of the other funds holding DFSV), click the fund name in the "Holder" column of the funds-holding-DFSV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Dimensional Fund Advisors LP100,000$233,100 06/30/2022
     DFSV100,000$233,100 06/30/2022
Merriman Wealth Management LLC5,749,117$129,700 06/30/2022
     DFSV5,749,117$129,700 06/30/2022
Truepoint Inc.754,255$17,016 06/30/2022
     DFSV754,255$17,016 06/30/2022
Balasa Dinverno & Foltz LLC527,431$11,899 06/30/2022
     DFSV527,431$11,899 06/30/2022
BetterWealth LLC518,264$11,692 06/30/2022
     DFSV518,264$11,692 06/30/2022
3D L Capital Management LLC393,370$8,874 06/30/2022
     DFSV393,370$8,874 06/30/2022
Aveo Capital Partners LLC262,765$5,928 06/30/2022
     DFSV262,765$5,928 06/30/2022
Stordahl Capital Management Inc.192,054$4,333 06/30/2022
     DFSV192,054$4,333 06/30/2022
Index Fund Advisors Inc.153,505$3,463 06/30/2022
     DFSV153,505$3,463 06/30/2022
Phillips Financial Management LLC139,038$3,137 06/30/2022
     DFSV139,038$3,137 06/30/2022
Advisory Services & Investments LLC123,651$2,790 06/30/2022
     DFSV123,651$2,790 06/30/2022
Chicago Partners Investment Group LLC94,518$2,347 06/30/2022
     DFSV94,518$2,347 06/30/2022
Bank of Montreal Can95,782$2,211 06/30/2022
     DFSV95,782$2,211 06/30/2022
Budros Ruhlin & Roe Inc.85,279$1,924 06/30/2022
     DFSV85,279$1,924 06/30/2022
Evanson Asset Management LLC84,182$1,899 06/30/2022
     DFSV84,182$1,899 06/30/2022
Equius Partners Inc.66,928$1,510 06/30/2022
     DFSV66,928$1,510 06/30/2022
Relative Value Partners Group LLC54,049$1,337 06/30/2022
     DFSV54,049$1,337 06/30/2022
Global Trust Asset Management LLC53,810$1,214 06/30/2022
     DFSV53,810$1,214 06/30/2022
Total Wealth Planning LLC48,873$1,103 06/30/2022
     DFSV48,873$1,103 06/30/2022
Envestnet Asset Management Inc.44,838$1,012 06/30/2022
     DFSV44,838$1,012 06/30/2022
Cahill Wealth Management LLC38,082$859 06/30/2022
     DFSV38,082$859 06/30/2022
HighTower Advisors LLC25,776$583 06/30/2022
     DFSV25,776$583 06/30/2022
Beacon Pointe Advisors LLC24,723$558 06/30/2022
     DFSV24,723$558 06/30/2022
Schubert & Co22,541$509 06/30/2022
     DFSV22,541$509 06/30/2022
SNS Financial Group LLC22,355$504 06/30/2022
     DFSV22,355$504 06/30/2022
Exencial Wealth Advisors LLC20,428$461 06/30/2022
     DFSV20,428$461 06/30/2022
Stifel Financial Corp19,669$444 06/30/2022
     DFSV19,669$444 06/30/2022
Commonwealth Equity Services LLC19,199$433 06/30/2022
     DFSV19,199$433 06/30/2022
CarsonAllaria Wealth Management Ltd.18,104$408 06/30/2022
     DFSV18,104$408 06/30/2022
American Investment Services Inc.17,350$391 06/30/2022
     DFSV17,350$391 06/30/2022
Resolute Financial LLC15,506$350 06/30/2022
     DFSV15,506$350 06/30/2022
Rather & Kittrell Inc.15,389$347 06/30/2022
     DFSV15,389$347 06/30/2022
Nwam LLC14,990$338 06/30/2022
     DFSV14,990$338 06/30/2022
SC&H Financial Advisors Inc.13,767$311 06/30/2022
     DFSV13,767$311 06/30/2022
Five Oceans Advisors12,541$283 06/30/2022
     DFSV12,541$283 06/30/2022
Sterling Financial Planning Inc.12,346$279 06/30/2022
     DFSV12,346$279 06/30/2022
Rockefeller Capital Management L.P.11,134$251 06/30/2022
     DFSV11,134$251 06/30/2022
Diversified Portfolios Inc.11,057$249 06/30/2022
     DFSV11,057$249 06/30/2022
Liberty Capital Management Inc.10,852$245 06/30/2022
     DFSV10,852$245 06/30/2022
Cambridge Investment Research Advisors Inc.10,474$236 06/30/2022
     DFSV10,474$236 06/30/2022
Advisor Group Holdings Inc.9,861$223 06/30/2022
     DFSV9,861$223 06/30/2022
Cardiff Park Advisors LLC5,060$114 06/30/2022
     DFSV5,060$114 06/30/2022
Patriot Financial Group Insurance Agency LLC2,320$52 06/30/2022
     DFSV2,320$52 06/30/2022
US Bancorp DE1,884$43 06/30/2022
     DFSV1,884$43 06/30/2022
Moisand Fitzgerald Tamayo LLC1,273$29 06/30/2022
     DFSV1,273$29 06/30/2022
C M Bidwell & Associates Ltd.924$21 06/30/2022
     DFSV924$21 06/30/2022
Quent Capital LLC844$19 06/30/2022
     DFSV844$19 06/30/2022
Graves Light Private Wealth Management Inc.770$17 06/30/2022
     DFSV770$17 06/30/2022
Column Capital Advisors LLC660$15 06/30/2022
     DFSV660$15 06/30/2022
Baldrige Asset Management LLC445$10 06/30/2022
     DFSV445$10 06/30/2022
Maryland Capital Advisors Inc.100$2 06/30/2022
     DFSV100$2 06/30/2022
Disciplined Investments LLC64$1 06/30/2022
     DFSV64$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     DFSV0$0 06/30/2022

See Summary: Institutional Holders of DFSV
See Details: Top 10 Hedge Funds Holding DFSV
Also See: DFSV Holdings Changes

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