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 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return