AAP
DFSV

Arax Advisory Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Arax Advisory Partners’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 		$605K Buy
15,586
+7,564
+94% +$283K ﹤0.01% 1516
2026
Q1 		$281K Buy
8,022
+6,695
+505% +$237K 0.01% 904
2025
Q4 		$43.6K Buy
+1,327
New +$42.7K ﹤0.01% 1682
2025
Q3 		– Sell
-1,327
Closed -$39.1K – 3745
2025
Q2 		$39.1K Sell
1,327
-166
-11% -$4.6K ﹤0.01% 1354
2025
Q1 		$42K Buy
+1,493
New +$45.2K ﹤0.01% 1012

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 $77.5B AUM 28.19% 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

Arax Advisory Partners's DFSV Position: Q2 2026 in Review

Arax Advisory Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 94% in Q2 2026, buying an estimated $283K and bringing the position to 15,586 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Arax Advisory Partners first reported a position in DFSV in Q1 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Arax Advisory Partners held 15,586 shares of Dimensional US Small Cap Value ETF worth $605K as of Q2 2026.
  • Arax Advisory Partners bought 7,564 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $283K.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1516 holding.
  • Arax Advisory Partners first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.