ACA
DFSV

American Capital Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

American Capital Advisory’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 		$91.9K Hold
2,370
– – 0.03% 164
2026
Q1 		$83K Buy
+2,370
New +$83.8K 0.03% 163

Other funds holding DFSV

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

American Capital Advisory's DFSV Position: Q2 2026 in Review

American Capital Advisory held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 2,370 shares worth $91.9K. The position accounts for 0.03% of the portfolio, ranked #164.

American Capital Advisory first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • American Capital Advisory held 2,370 shares of Dimensional US Small Cap Value ETF worth $91.9K as of Q2 2026.
  • American Capital Advisory left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.03% of American Capital Advisory's portfolio in Q2 2026, its #164 holding.
  • American Capital Advisory first reported a position in Dimensional US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.