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
Q2 		$792K Buy
20,427
+2,841
+16% +$106K 0.41% 22
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 $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

Andrews Lucia Wealth Management's DFSV Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 16% in Q2 2026, buying an estimated $106K and bringing the position to 20,427 shares worth $792K. The position accounts for 0.41% of the portfolio, ranked #22.

Andrews Lucia Wealth Management first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Andrews Lucia Wealth Management held 20,427 shares of Dimensional US Small Cap Value ETF worth $792K as of Q2 2026.
  • Andrews Lucia Wealth Management bought 2,841 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $106K.
  • Dimensional US Small Cap Value ETF made up 0.41% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.