AA
DFSV

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

Ancora 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 		$7.57M Buy
216,046
+19,636
+10% +$694K 0.16% 143
2025
Q4 		$6.46M Buy
196,410
+23,214
+13% +$747K 0.13% 162
2025
Q3 		$5.51M Buy
173,196
+2,368
+1% +$74K 0.11% 173
2025
Q2 		$5.03M Buy
170,828
+11,675
+7% +$323K 0.1% 179
2025
Q1 		$4.48M Buy
159,153
+16,415
+12% +$497K 0.1% 180
2024
Q4 		$4.39M Buy
142,738
+13,492
+10% +$427K 0.1% 185
2024
Q3 		$3.98M Buy
129,246
+16,107
+14% +$483K 0.09% 191
2024
Q2 		$3.26M Buy
113,139
+59,647
+112% +$1.73M 0.08% 210
2024
Q1 		$1.61M Buy
53,492
+26,003
+95% +$742K 0.04% 313
2023
Q4 		$800K Buy
27,489
+13,989
+104% +$363K 0.02% 408
2023
Q3 		$342K Buy
13,500
+2,861
+27% +$75.5K 0.01% 551
2023
Q2 		$273K Buy
10,639
+7,032
+195% +$172K 0.01% 588
2023
Q1 		$89.9K Buy
+3,607
New +$94.5K ﹤0.01% 792

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 $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 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 $70.5B 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