ARA
DFSV

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

Approach Retirement 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 		$2.36M Buy
60,762
+4,315
+8% +$161K 1.71% 15
2026
Q1 		$1.98M Sell
56,447
-4,483
-7% -$158K 1.65% 16
2025
Q4 		$2M Buy
+60,930
New +$1.96M 1.73% 16

Other funds holding DFSV

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Approach Retirement Advisors's DFSV Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 7.6% in Q2 2026, buying an estimated $161K and bringing the position to 60,762 shares worth $2.36M. The position accounts for 1.71% of the portfolio, ranked #15.

Approach Retirement Advisors first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Approach Retirement Advisors held 60,762 shares of Dimensional US Small Cap Value ETF worth $2.36M as of Q2 2026.
  • Approach Retirement Advisors bought 4,315 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $161K.
  • Dimensional US Small Cap Value ETF made up 1.71% of Approach Retirement Advisors's portfolio in Q2 2026, its #15 holding.
  • Approach Retirement Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.