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

Ariadne 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	$1.04M	Buy	29,749 +2,006	+7%	+$70.9K	0.47%	46
2025 Q4	$1.02M	Hold	27,743	–	–	0.42%	52
2025 Q3	$872K	Buy	27,743 +1	+0%	+$31	0.39%	57
2025 Q2	$875K	Sell	27,742 -2,109	-7%	-$58.4K	0.42%	51
2025 Q1	$830K	Buy	29,851 +19,517	+189%	+$591K	0.43%	58
2024 Q4	$324K	Hold	10,334	–	–	0.15%	134
2024 Q3	$339K	Hold	10,334	–	–	0.18%	112
2024 Q2	$297K	Buy	+10,334	New	+$300K	0.23%	98

Other funds holding DFSV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Ariadne Wealth Management's DFSV Position: Q1 2026 in Review

Ariadne Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 7.2% in Q1 2026, buying an estimated $70.9K and bringing the position to 29,749 shares worth $1.04M. The position accounts for 0.47% of the portfolio, ranked #46.

Ariadne Wealth Management first reported a position in DFSV in Q2 2024 and has held it in 8 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

Ariadne Wealth Management held 29,749 shares of Dimensional US Small Cap Value ETF worth $1.04M as of Q1 2026.
Ariadne Wealth Management bought 2,006 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $70.9K.
Dimensional US Small Cap Value ETF made up 0.47% of Ariadne Wealth Management's portfolio in Q1 2026, its #46 holding.
Ariadne Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.