Avondale Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Avondale Wealth Management’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	$790K	Hold	20,363	–	–	0.32%	32
2026 Q1	$714K	Buy	20,363 +36	+0.2%	+$1.27K	0.35%	37
2025 Q4	$669K	Hold	20,327	–	–	0.34%	30
2025 Q3	$647K	Hold	20,327	–	–	0.34%	30
2025 Q2	$598K	Buy	20,327 +20,201	+16,033%	+$559K	0.33%	31
2025 Q1	$3.56K	Hold	126	–	–	﹤0.01%	109
2024 Q4	$3.89K	Hold	126	–	–	﹤0.01%	110
2024 Q3	$3.89K	Buy	126 +32	+34%	+$959	﹤0.01%	108
2024 Q2	$2.7K	Buy	94 +36	+62%	+$1.04K	﹤0.01%	117
2024 Q1	$1.74K	Hold	58	–	–	﹤0.01%	117
2023 Q4	$1.68K	Hold	58	–	–	﹤0.01%	115
2023 Q3	$1.46K	Buy	+58	New	+$1.53K	﹤0.01%	127

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return