AFA
DFSV

Avant Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Avant Financial 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 		$14M Buy
361,776
+31,199
+9% +$1.17M 8.74% 2
2026
Q1 		$11.6M Buy
330,577
+15,729
+5% +$556K 8.14% 3
2025
Q4 		$10.4M Sell
314,848
-12,012
-4% -$386K 7.44% 3
2025
Q3 		$10.4M Buy
326,860
+15,464
+5% +$483K 7.84% 3
2025
Q2 		$9.16M Buy
311,396
+43,551
+16% +$1.21M 7.55% 3
2025
Q1 		$7.54M Buy
267,845
+9,086
+4% +$275K 6.84% 3
2024
Q4 		$7.96M Buy
+258,759
New +$8.19M 7.32% 3

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 $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

Avant Financial Advisors's DFSV Position: Q2 2026 in Review

Avant Financial Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 9.4% in Q2 2026, buying an estimated $1.17M and bringing the position to 361,776 shares worth $14M. The position accounts for 8.74% of the portfolio, ranked #2.

Avant Financial Advisors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Avant Financial Advisors held 361,776 shares of Dimensional US Small Cap Value ETF worth $14M as of Q2 2026.
  • Avant Financial Advisors bought 31,199 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.17M.
  • Dimensional US Small Cap Value ETF made up 8.74% of Avant Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Avant Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.