ACP
DFSV

Aviance Capital Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Aviance Capital 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 		$6.45M Buy
166,186
+7,356
+5% +$275K 0.67% 29
2026
Q1 		$5.57M Buy
158,830
+22,809
+17% +$806K 0.65% 31
2025
Q4 		$4.47M Buy
136,021
+508
+0.4% +$16.3K 0.52% 42
2025
Q3 		$4.31M Buy
135,513
+3,153
+2% +$98.5K 0.51% 45
2025
Q2 		$3.9M Buy
132,360
+21,088
+19% +$584K 0.51% 44
2025
Q1 		$3.13M Buy
111,272
+121
+0.1% +$3.66K 0.44% 50
2024
Q4 		$3.42M Buy
111,151
+4,631
+4% +$147K 0.47% 45
2024
Q3 		$3.28M Buy
106,520
+21,035
+25% +$630K 0.43% 48
2024
Q2 		$2.46M Sell
85,485
-1,563
-2% -$45.4K 0.35% 70
2024
Q1 		$2.62M Buy
87,048
+1,448
+2% +$41.3K 0.39% 60
2023
Q4 		$2.49M Buy
85,600
+2,553
+3% +$66.2K 0.53% 41
2023
Q3 		$2.1M Buy
+83,047
New +$2.19M 0.47% 54

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

Aviance Capital Partners's DFSV Position: Q2 2026 in Review

Aviance Capital Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 4.6% in Q2 2026, buying an estimated $275K and bringing the position to 166,186 shares worth $6.45M. The position accounts for 0.67% of the portfolio, ranked #29.

Aviance Capital Partners first reported a position in DFSV in Q3 2023 and has held it in 12 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Aviance Capital Partners held 166,186 shares of Dimensional US Small Cap Value ETF worth $6.45M as of Q2 2026.
  • Aviance Capital Partners bought 7,356 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $275K.
  • Dimensional US Small Cap Value ETF made up 0.67% of Aviance Capital Partners's portfolio in Q2 2026, its #29 holding.
  • Aviance Capital Partners first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.