AA
DFSV

Aire Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Aire Advisors’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 		$2.27M Buy
58,629
+57
+0.1% +$2.13K 0.37% 54
2026
Q1 		$2.05M Sell
58,572
-232
-0.4% -$8.2K 0.38% 53
2025
Q4 		$1.93M Buy
58,804
+93
+0.2% +$2.99K 0.35% 54
2025
Q3 		$1.87M Sell
58,711
-582
-1% -$18.2K 0.34% 58
2025
Q2 		$1.74M Buy
59,293
+24,911
+72% +$690K 0.34% 57
2025
Q1 		$968K Buy
34,382
+4,481
+15% +$136K 0.2% 73
2024
Q4 		$920K Buy
29,901
+54
+0.2% +$1.71K 0.19% 76
2024
Q3 		$919K Buy
29,847
+1,526
+5% +$45.7K 0.2% 72
2024
Q2 		$815K Sell
28,321
-1,097
-4% -$31.8K 0.19% 75
2024
Q1 		$886K Sell
29,418
-329
-1% -$9.38K 0.2% 74
2023
Q4 		$866K Buy
+29,747
New +$772K 0.21% 70

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 $77.5B AUM 28.19% 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

Aire Advisors's DFSV Position: Q2 2026 in Review

Aire Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.1% in Q2 2026, buying an estimated $2.13K and bringing the position to 58,629 shares worth $2.27M. The position accounts for 0.37% of the portfolio, ranked #54.

Aire Advisors first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Aire Advisors held 58,629 shares of Dimensional US Small Cap Value ETF worth $2.27M as of Q2 2026.
  • Aire Advisors bought 57 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $2.13K.
  • Dimensional US Small Cap Value ETF made up 0.37% of Aire Advisors's portfolio in Q2 2026, its #54 holding.
  • Aire Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.