B&D White Capital Company’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

B&D White Capital Company’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	$7.38M	Buy	190,336 +25,062	+15%	+$937K	0.73%	37
2026 Q1	$5.79M	Buy	165,274 +8,126	+5%	+$287K	0.72%	29
2025 Q4	$5.17M	Buy	+157,148	New	+$5.05M	0.6%	35
2023 Q2	–	Sell	-210,790	Closed	-$5.25M	–	63
2023 Q1	$5.25M	Buy	+210,790	New	+$5.52M	1.78%	13

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

B&D White Capital Company's DFSV Position: Q2 2026 in Review

B&D White Capital Company increased its Dimensional US Small Cap Value ETF (DFSV) stake by 15% in Q2 2026, buying an estimated $937K and bringing the position to 190,336 shares worth $7.38M. The position accounts for 0.73% of the portfolio, ranked #37.

B&D White Capital Company first reported a position in DFSV in Q1 2023 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

B&D White Capital Company held 190,336 shares of Dimensional US Small Cap Value ETF worth $7.38M as of Q2 2026.
B&D White Capital Company bought 25,062 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $937K.
Dimensional US Small Cap Value ETF made up 0.73% of B&D White Capital Company's portfolio in Q2 2026, its #37 holding.
B&D White Capital Company first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 4 quarters since.
584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.