AWA
DFSV

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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Acorn Wealth Advisors's DFSV Position: Q1 2026 in Review

Acorn Wealth Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 16% in Q1 2026, buying an estimated $861K and bringing the position to 176,484 shares worth $6.18M. The position accounts for 1.8% of the portfolio, ranked #7.

Acorn Wealth Advisors first reported a position in DFSV in Q3 2024 and has held it in 7 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Acorn Wealth Advisors held 176,484 shares of Dimensional US Small Cap Value ETF worth $6.18M as of Q1 2026.
  • Acorn Wealth Advisors bought 24,356 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $861K.
  • Dimensional US Small Cap Value ETF made up 1.8% of Acorn Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Acorn Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.