Allen Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Allen Wealth 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	$233K	Buy	+6,018	New	+$225K	0.11%	56

Other funds holding DFSV

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Allen Wealth Management's DFSV Position: Q2 2026 in Review

Allen Wealth Management opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 6,018 shares worth $233K. The stake represents 0.11% of the portfolio and ranks #56 among its holdings.

286 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Allen Wealth Management held 6,018 shares of Dimensional US Small Cap Value ETF worth $233K as of Q2 2026.
Dimensional US Small Cap Value ETF was a new Allen Wealth Management position in Q2 2026.
Dimensional US Small Cap Value ETF made up 0.11% of Allen Wealth Management's portfolio in Q2 2026, its #56 holding.
286 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.