Avantax Planning Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Avantax Planning Partners’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	$15.3M	Sell	393,241 -20,546	-5%	-$768K	0.38%	44
2026 Q1	$14.5M	Sell	413,787 -6,621	-2%	-$234K	0.4%	40
2025 Q4	$13.8M	Buy	420,408 +51	+0%	+$1.64K	0.39%	39
2025 Q3	$13.4M	Sell	420,357 -8,240	-2%	-$257K	0.38%	44
2025 Q2	$12.6M	Buy	428,597 +157,072	+58%	+$4.35M	0.4%	44
2025 Q1	$7.64M	Buy	271,525 +251,052	+1,226%	+$7.6M	0.27%	65
2024 Q4	$630K	Buy	+20,473	New	+$648K	0.02%	225

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

Avantax Planning Partners's DFSV Position: Q2 2026 in Review

Avantax Planning Partners reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 5% in Q2 2026, selling an estimated $768K and leaving 393,241 shares worth $15.3M. The position accounts for 0.38% of the portfolio, ranked #44.

Avantax Planning Partners 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.

Avantax Planning Partners held 393,241 shares of Dimensional US Small Cap Value ETF worth $15.3M as of Q2 2026.
Avantax Planning Partners sold 20,546 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $768K.
Dimensional US Small Cap Value ETF made up 0.38% of Avantax Planning Partners's portfolio in Q2 2026, its #44 holding.
Avantax Planning Partners 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 Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.