AIM
DFSV

Advyzon Investment Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Advyzon Investment Management’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 		$3.92M Sell
100,929
-1,798
-2% -$67.2K 0.28% 85
2026
Q1 		$3.6M Sell
102,727
-5,601
-5% -$198K 0.32% 73
2025
Q4 		$3.56M Buy
108,328
+19,787
+22% +$636K 0.41% 54
2025
Q3 		$2.82M Buy
88,541
+11,189
+14% +$350K 0.48% 46
2025
Q2 		$2.28M Buy
77,352
+3,440
+5% +$95.2K 0.5% 43
2025
Q1 		$2.08M Sell
73,912
-13,334
-15% -$403K 0.74% 24
2024
Q4 		$2.69M Buy
+87,246
New +$2.76M 1.04% 18

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
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

Advyzon Investment Management's DFSV Position: Q2 2026 in Review

Advyzon Investment Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.8% in Q2 2026, selling an estimated $67.2K and leaving 100,929 shares worth $3.92M. The position accounts for 0.28% of the portfolio, ranked #85.

Advyzon Investment Management first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Advyzon Investment Management held 100,929 shares of Dimensional US Small Cap Value ETF worth $3.92M as of Q2 2026.
  • Advyzon Investment Management sold 1,798 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $67.2K.
  • Dimensional US Small Cap Value ETF made up 0.28% of Advyzon Investment Management's portfolio in Q2 2026, its #85 holding.
  • Advyzon Investment Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.