AF
DFSV

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
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

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