BDWCC
DFSV

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
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

SC
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
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 $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

B&D White Capital Company's DFSV Position: Q1 2026 in Review

B&D White Capital Company increased its Dimensional US Small Cap Value ETF (DFSV) stake by 5.2% in Q1 2026, buying an estimated $287K and bringing the position to 165,274 shares worth $5.79M. The position accounts for 0.72% of the portfolio, ranked #29.

B&D White Capital Company first reported a position in DFSV in Q1 2023 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • B&D White Capital Company held 165,274 shares of Dimensional US Small Cap Value ETF worth $5.79M as of Q1 2026.
  • B&D White Capital Company bought 8,126 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $287K.
  • Dimensional US Small Cap Value ETF made up 0.72% of B&D White Capital Company's portfolio in Q1 2026, its #29 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 3 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.