Advisornet Financial’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Advisornet Financial’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	$13.5M	Buy	349,124 +12,092	+4%	+$452K	0.62%	43
2026 Q1	$11.8M	Buy	337,032 +14,166	+4%	+$501K	0.61%	43
2025 Q4	$10.6M	Buy	322,866 +7,972	+3%	+$256K	0.57%	42
2025 Q3	$10M	Buy	314,894 +4,415	+1%	+$138K	0.57%	43
2025 Q2	$9.14M	Buy	310,479 +16,093	+5%	+$446K	0.59%	39
2025 Q1	$8.29M	Buy	294,386 +15,850	+6%	+$480K	0.62%	35
2024 Q4	$8.57M	Buy	278,536 +11,137	+4%	+$353K	0.72%	34
2024 Q3	$8.24M	Buy	267,399 +14,664	+6%	+$439K	0.62%	31
2024 Q2	$7.27M	Buy	252,735 +11,725	+5%	+$340K	0.66%	30
2024 Q1	$7.25M	Buy	241,010 +233,509	+3,113%	+$6.66M	0.7%	28
2023 Q4	$218K	Buy	7,501 +6,901	+1,150%	+$179K	0.02%	454
2023 Q3	$15.2K	Hold	600	–	–	﹤0.01%	1126
2023 Q2	$15.4K	Hold	600	–	–	﹤0.01%	1193
2023 Q1	$15K	Hold	600	–	–	﹤0.01%	1171
2022 Q4	$14.9K	Buy	+600	New	+$14.8K	﹤0.01%	1163

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

Advisornet Financial's DFSV Position: Q2 2026 in Review

Advisornet Financial increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3.6% in Q2 2026, buying an estimated $452K and bringing the position to 349,124 shares worth $13.5M. The position accounts for 0.62% of the portfolio, ranked #43.

Advisornet Financial first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Advisornet Financial held 349,124 shares of Dimensional US Small Cap Value ETF worth $13.5M as of Q2 2026.
Advisornet Financial bought 12,092 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $452K.
Dimensional US Small Cap Value ETF made up 0.62% of Advisornet Financial's portfolio in Q2 2026, its #43 holding.
Advisornet Financial first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.