BWMG
DFSV

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

Bannerman Wealth Management Group’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
2025
Q3 		– Sell
-11,725
Closed -$345K – 34
2025
Q2 		$345K Buy
11,725
+826
+8% +$22.9K 0.26% 31
2025
Q1 		$307K Buy
10,899
+2,693
+33% +$81.5K 0.25% 27
2024
Q4 		$253K Buy
+8,206
New +$260K 0.21% 30

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Bannerman Wealth Management Group's DFSV Position: Q3 2025 in Review

Bannerman Wealth Management Group sold out of Dimensional US Small Cap Value ETF (DFSV) in Q3 2025, closing a stake of 11,725 shares — an estimated $345K sold.

Bannerman Wealth Management Group first reported a position in DFSV in Q4 2024 and held it in 3 quarters. The position peaked at $345K in Q2 2025. 462 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

  • Bannerman Wealth Management Group reported no remaining Dimensional US Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Bannerman Wealth Management Group sold 11,725 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $345K.
  • Bannerman Wealth Management Group first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Bannerman Wealth Management Group's Dimensional US Small Cap Value ETF position peaked at $345K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on Bannerman Wealth Management Group's 13F filing for Q3 2025, filed 15 Oct 2025.