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
Q2 		$9.12M Buy
235,090
+19,044
+9% +$712K 0.18% 133
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 $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

Ancora Advisors's DFSV Position: Q2 2026 in Review

Ancora Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 8.8% in Q2 2026, buying an estimated $712K and bringing the position to 235,090 shares worth $9.12M. The position accounts for 0.18% of the portfolio, ranked #133.

Ancora Advisors first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Ancora Advisors held 235,090 shares of Dimensional US Small Cap Value ETF worth $9.12M as of Q2 2026.
  • Ancora Advisors bought 19,044 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $712K.
  • Dimensional US Small Cap Value ETF made up 0.18% of Ancora Advisors's portfolio in Q2 2026, its #133 holding.
  • Ancora Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.