Advisory Services Network’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Advisory Services Network’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	$887K	Buy	22,864 +99	+0.4%	+$3.7K	0.01%	1081
2026 Q1	$798K	Buy	22,765 +129	+0.6%	+$4.56K	0.01%	1039
2025 Q4	$744K	Sell	22,636 -2,558	-10%	-$82.3K	0.01%	1029
2025 Q3	$802K	Sell	25,194 -245	-1%	-$7.65K	0.01%	975
2025 Q2	$759K	Buy	25,439 +6,497	+34%	+$180K	0.01%	951
2025 Q1	$533K	Buy	18,942 +1,861	+11%	+$56.3K	0.01%	1026
2024 Q4	$526K	Buy	17,081 +4,180	+32%	+$132K	0.01%	1022
2024 Q3	$371K	Hold	12,901	–	–	0.01%	1115
2024 Q2	$371K	Buy	12,901 +3,121	+32%	+$90.6K	0.01%	1115
2024 Q1	$294K	Buy	9,780 +2,410	+33%	+$68.7K	0.01%	1162
2023 Q4	$215K	Buy	+7,370	New	+$191K	0.01%	1247
2023 Q2	–	Sell	-1,955	Closed	-$48.7K	–	1975
2023 Q1	$48.7K	Sell	1,955 -1,428	-42%	-$37.4K	﹤0.01%	2032
2022 Q4	$83.8K	Buy	+3,383	New	+$83.6K	﹤0.01%	1712

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

Advisory Services Network's DFSV Position: Q2 2026 in Review

Advisory Services Network increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.43% in Q2 2026, buying an estimated $3.7K and bringing the position to 22,864 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #1081.

Advisory Services Network first reported a position in DFSV in Q4 2022 and has held it in 13 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Advisory Services Network held 22,864 shares of Dimensional US Small Cap Value ETF worth $887K as of Q2 2026.
Advisory Services Network bought 99 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $3.7K.
Dimensional US Small Cap Value ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1081 holding.
Advisory Services Network first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.