AFA
DFSV

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

Alpha Financial 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 		$20M Sell
516,208
-133
-0% -$4.97K 5.24% 8
2026
Q1 		$18.1M Sell
516,341
-13,571
-3% -$480K 5.54% 7
2025
Q4 		$17.4M Buy
529,912
+32,914
+7% +$1.06M 5.33% 8
2025
Q3 		$15.8M Buy
496,998
+23,267
+5% +$727K 5.57% 7
2025
Q2 		$13.9M Sell
473,731
-47,338
-9% -$1.31M 5.39% 8
2025
Q1 		$14.7M Sell
521,069
-216,592
-29% -$6.55M 6.52% 7
2024
Q4 		$22.7M Buy
737,661
+2,069
+0.3% +$65.5K 10.28% 4
2024
Q3 		$22.7M Buy
735,592
+8,562
+1% +$257K 10.02% 4
2024
Q2 		$20.9M Sell
727,030
-1,629
-0.2% -$47.3K 10.07% 5
2024
Q1 		$21.9M Buy
728,659
+23,339
+3% +$666K 10.34% 4
2023
Q4 		$20.5M Buy
705,320
+57,861
+9% +$1.5M 10.41% 5
2023
Q3 		$16.4M Buy
647,459
+26,397
+4% +$696K 10.39% 4
2023
Q2 		$16M Buy
621,062
+110,566
+22% +$2.7M 9.99% 4
2023
Q1 		$12.7M Buy
+510,496
New +$13.4M 8.84% 5

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

Alpha Financial Advisors's DFSV Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.03% in Q2 2026, selling an estimated $4.97K and leaving 516,208 shares worth $20M. The position accounts for 5.24% of the portfolio, ranked #8.

Alpha Financial Advisors first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. The position peaked at $22.7M in Q4 2024. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Alpha Financial Advisors held 516,208 shares of Dimensional US Small Cap Value ETF worth $20M as of Q2 2026.
  • Alpha Financial Advisors sold 133 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $4.97K.
  • Dimensional US Small Cap Value ETF made up 5.24% of Alpha Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Alpha Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Alpha Financial Advisors's Dimensional US Small Cap Value ETF position peaked at $22.7M in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.