ALWM
DFSV

Andrews Lucia Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Andrews Lucia Wealth Management’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 		$616K Sell
17,586
-280
-2% -$9.9K 0.37% 23
2025
Q4 		$588K Sell
17,866
-25
-0.1% -$804 0.35% 23
2025
Q3 		$570K Buy
17,891
+10
+0.1% +$312 0.34% 23
2025
Q2 		$526K Buy
+17,881
New +$495K 0.34% 22

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 $70.8B 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

Andrews Lucia Wealth Management's DFSV Position: Q1 2026 in Review

Andrews Lucia Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.6% in Q1 2026, selling an estimated $9.9K and leaving 17,586 shares worth $616K. The position accounts for 0.37% of the portfolio, ranked #23.

Andrews Lucia Wealth Management first reported a position in DFSV in Q2 2025 and has held it in 4 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Andrews Lucia Wealth Management held 17,586 shares of Dimensional US Small Cap Value ETF worth $616K as of Q1 2026.
  • Andrews Lucia Wealth Management sold 280 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $9.9K.
  • Dimensional US Small Cap Value ETF made up 0.37% of Andrews Lucia Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.