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

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return