AC
DFSV

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

Apella Capital’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 		$18.7M Buy
483,548
+54,878
+13% +$2.05M 0.26% 78
2026
Q1 		$15.9M Buy
428,670
+378,802
+760% +$13.4M 0.24% 86
2025
Q4 		$1.64M Buy
49,868
+25,121
+102% +$808K 0.03% 220
2025
Q3 		$769K Buy
24,747
+284
+1% +$8.87K 0.02% 280
2025
Q2 		$743K Buy
24,463
+8,125
+50% +$225K 0.02% 255
2025
Q1 		$432K Buy
16,338
+8,986
+122% +$272K 0.01% 268
2024
Q4 		$226K Buy
7,352
+4
+0.1% +$127 0.01% 320
2024
Q3 		$223K Hold
7,348
– – 0.01% 305
2024
Q2 		$208K Buy
+7,348
New +$213K 0.01% 296

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

Apella Capital's DFSV Position: Q2 2026 in Review

Apella Capital increased its Dimensional US Small Cap Value ETF (DFSV) stake by 13% in Q2 2026, buying an estimated $2.05M and bringing the position to 483,548 shares worth $18.7M. The position accounts for 0.26% of the portfolio, ranked #78.

Apella Capital first reported a position in DFSV in Q2 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Apella Capital held 483,548 shares of Dimensional US Small Cap Value ETF worth $18.7M as of Q2 2026.
  • Apella Capital bought 54,878 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $2.05M.
  • Dimensional US Small Cap Value ETF made up 0.26% of Apella Capital's portfolio in Q2 2026, its #78 holding.
  • Apella Capital first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.