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

Aspire Private 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	$275K	Buy	7,100 +102	+1%	+$3.81K	0.06%	155
2026 Q1	$245K	Sell	6,998 -308	-4%	-$10.9K	0.06%	158
2025 Q4	$240K	Sell	7,306 -1,360	-16%	-$43.7K	0.05%	158
2025 Q3	$276K	Buy	8,666 +197	+2%	+$6.15K	0.06%	156
2025 Q2	$249K	Buy	8,469 +1	+0%	+$28	0.06%	166
2025 Q1	$238K	Buy	8,468 +25	+0.3%	+$756	0.06%	164
2024 Q4	$260K	Buy	8,443 +251	+3%	+$7.95K	0.06%	148
2024 Q3	$252K	Buy	8,192 +405	+5%	+$12.1K	0.06%	149
2024 Q2	$224K	Buy	7,787 +580	+8%	+$16.8K	0.06%	145
2024 Q1	$217K	Buy	7,207 +2,348	+48%	+$67K	0.06%	148
2023 Q4	$141K	Buy	4,859 +1,242	+34%	+$32.2K	0.04%	153
2023 Q3	$91.7K	Buy	3,617 +1,067	+42%	+$28.1K	0.03%	168
2023 Q2	$65.5K	Buy	+2,550	New	+$62.4K	0.02%	188

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Aspire Private Capital's DFSV Position: Q2 2026 in Review

Aspire Private Capital increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.5% in Q2 2026, buying an estimated $3.81K and bringing the position to 7,100 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #155.

Aspire Private Capital first reported a position in DFSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $276K in Q3 2025. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Aspire Private Capital held 7,100 shares of Dimensional US Small Cap Value ETF worth $275K as of Q2 2026.
Aspire Private Capital bought 102 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $3.81K.
Dimensional US Small Cap Value ETF made up 0.06% of Aspire Private Capital's portfolio in Q2 2026, its #155 holding.
Aspire Private Capital first reported a position in Dimensional US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Aspire Private Capital's Dimensional US Small Cap Value ETF position peaked at $276K in Q3 2025.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.