BC
DFSV

Barrett & Company’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Barrett & 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 		$40.6K Buy
+1,046
New +$39.1K 0.01% 340

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Barrett & Company's DFSV Position: Q2 2026 in Review

Barrett & Company opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 1,046 shares worth $40.6K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings.

582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Barrett & Company held 1,046 shares of Dimensional US Small Cap Value ETF worth $40.6K as of Q2 2026.
  • Dimensional US Small Cap Value ETF was a new Barrett & Company position in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #340 holding.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.