BAM
DFSV

Belpointe Asset Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Belpointe Asset Management’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 		$421K Hold
10,853
– – 0.01% 779
2026
Q1 		$380K Sell
10,853
-1,802
-14% -$63.7K 0.01% 781
2025
Q4 		$416K Buy
+12,655
New +$407K 0.02% 716

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 $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

Belpointe Asset Management's DFSV Position: Q2 2026 in Review

Belpointe Asset Management held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 10,853 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #779.

Belpointe Asset Management first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Belpointe Asset Management held 10,853 shares of Dimensional US Small Cap Value ETF worth $421K as of Q2 2026.
  • Belpointe Asset Management left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #779 holding.
  • Belpointe Asset Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.