AFG
DFSV

Altiora Financial Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Altiora Financial Group’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 		– Sell
-6,376
Closed -$210K – 112
2025
Q4 		$210K Sell
6,376
-206
-3% -$6.63K 0.04% 97
2025
Q3 		$210K Sell
6,582
-50,927
-89% -$1.59M 0.04% 92
2025
Q2 		$1.69M Sell
57,509
-1,092
-2% -$30.2K 0.33% 41
2025
Q1 		$1.65M Sell
58,601
-5,189
-8% -$157K 0.35% 36
2024
Q4 		$1.96M Buy
63,790
+305
+0.5% +$9.66K 0.43% 35
2024
Q3 		$1.96M Buy
63,485
+4,209
+7% +$126K 0.43% 32
2024
Q2 		$1.71M Buy
59,276
+43,027
+265% +$1.25M 0.41% 35
2024
Q1 		$489K Buy
16,249
+7,218
+80% +$206K 0.13% 56
2023
Q4 		$263K Buy
9,031
+604
+7% +$15.7K 0.08% 70
2023
Q3 		$214K Buy
8,427
+4
+0% +$106 0.1% 57
2023
Q2 		$216K Buy
+8,423
New +$206K 0.1% 55

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 $9.37B AUM 23.82% 1-Year Est. Return

Altiora Financial Group's DFSV Position: Q1 2026 in Review

Altiora Financial Group sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2026, closing a stake of 6,376 shares — an estimated $210K sold.

Altiora Financial Group first reported a position in DFSV in Q2 2023 and held it in 11 quarters. The position peaked at $1.96M in Q4 2024. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Altiora Financial Group reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Altiora Financial Group sold 6,376 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $210K.
  • Altiora Financial Group first reported a position in Dimensional US Small Cap Value ETF in Q2 2023 and held it in 11 quarters.
  • Altiora Financial Group's Dimensional US Small Cap Value ETF position peaked at $1.96M in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.