Acorn Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Acorn Wealth Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.84M	Buy	202,076 +25,592	+15%	+$957K	1.91%	6
2026 Q1	$6.18M	Buy	176,484 +24,356	+16%	+$861K	1.8%	7
2025 Q4	$5M	Buy	152,128 +58,991	+63%	+$1.9M	1.49%	13
2025 Q3	$2.97M	Buy	93,137 +33,004	+55%	+$1.03M	0.93%	25
2025 Q2	$1.77M	Buy	60,133 +16,155	+37%	+$447K	0.66%	34
2025 Q1	$1.24M	Sell	43,978 -4,604	-9%	-$139K	0.52%	47
2024 Q4	$1.5M	Buy	48,582 +41,904	+627%	+$1.33M	0.62%	40
2024 Q3	$206K	Buy	+6,678	New	+$200K	0.09%	218

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Acorn Wealth Advisors's DFSV Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 15% in Q2 2026, buying an estimated $957K and bringing the position to 202,076 shares worth $7.84M. The position accounts for 1.91% of the portfolio, ranked #6.

Acorn Wealth Advisors first reported a position in DFSV in Q3 2024 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Acorn Wealth Advisors held 202,076 shares of Dimensional US Small Cap Value ETF worth $7.84M as of Q2 2026.
Acorn Wealth Advisors bought 25,592 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $957K.
Dimensional US Small Cap Value ETF made up 1.91% of Acorn Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Acorn Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.