Action Point Financial Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Action Point Financial Planning’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	$17.2M	Buy	+442,556	New	+$16.5M	1.74%	5

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 $77.5B AUM 27.94% 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

Action Point Financial Planning's DFSV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 442,556 shares worth $17.2M. The stake represents 1.74% of the portfolio and ranks #5 among its holdings.

581 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Action Point Financial Planning held 442,556 shares of Dimensional US Small Cap Value ETF worth $17.2M as of Q2 2026.
Dimensional US Small Cap Value ETF was a new Action Point Financial Planning position in Q2 2026.
Dimensional US Small Cap Value ETF made up 1.74% of Action Point Financial Planning's portfolio in Q2 2026, its #5 holding.
581 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.