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
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 $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Alpha Financial Advisors's DFSV Position: Q1 2026 in Review

Alpha Financial Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.6% in Q1 2026, selling an estimated $480K and leaving 516,341 shares worth $18.1M. The position accounts for 5.54% of the portfolio, ranked #7.

Alpha Financial Advisors first reported a position in DFSV in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.7M in Q4 2024. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Alpha Financial Advisors held 516,341 shares of Dimensional US Small Cap Value ETF worth $18.1M as of Q1 2026.
  • Alpha Financial Advisors sold 13,571 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $480K.
  • Dimensional US Small Cap Value ETF made up 5.54% of Alpha Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Alpha Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Alpha Financial Advisors's Dimensional US Small Cap Value ETF position peaked at $22.7M in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.