BCA
DFSV

Bay Colony Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bay Colony Advisors’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 		$581K Buy
14,973
+120
+0.8% +$4.49K 0.06% 240
2026
Q1 		$520K Buy
14,853
+4,905
+49% +$173K 0.06% 253
2025
Q4 		$327K Sell
9,948
-10,731
-52% -$345K 0.04% 372
2025
Q3 		$658K Buy
20,679
+7,495
+57% +$234K 0.08% 230
2025
Q2 		$388K Buy
13,184
+2,325
+21% +$64.4K 0.05% 295
2025
Q1 		$305K Buy
10,859
+1,196
+12% +$36.2K 0.05% 331
2024
Q4 		$297K Sell
9,663
-245
-2% -$7.76K 0.04% 335
2024
Q3 		$305K Buy
9,908
+2,876
+41% +$86.2K 0.05% 320
2024
Q2 		$202K Sell
7,032
-43
-0.6% -$1.25K 0.03% 389
2024
Q1 		$213K Buy
+7,075
New +$202K 0.04% 360

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return