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DFSV

Atomic Invest’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Atomic Invest’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 		– Sell
-1,015
Closed -$33.7K – 358
2025
Q4 		$33.7K Buy
+1,015
New +$32.6K 0.02% 118

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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 $9.37B AUM 23.82% 1-Year Est. Return

Atomic Invest's DFSV Position: Q1 2026 in Review

Atomic Invest sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2026, closing a stake of 1,015 shares — an estimated $33.7K sold.

Atomic Invest first reported a position in DFSV in Q4 2025 and held it in 1 quarter. The position peaked at $33.7K in Q4 2025. 554 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Atomic Invest reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Atomic Invest sold 1,015 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $33.7K.
  • Atomic Invest first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Atomic Invest's Dimensional US Small Cap Value ETF position peaked at $33.7K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Atomic Invest's 13F filing for Q1 2026, filed 25 Sep 2026.