BFG
DFSV

Berger Financial Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Berger Financial 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
2026
Q2 		$315K Hold
8,111
– – 0.02% 374
2026
Q1 		$284K Sell
8,111
-389
-5% -$13.7K 0.02% 381
2025
Q4 		$280K Buy
8,500
+819
+11% +$26.3K 0.02% 390
2025
Q3 		$245K Sell
7,681
-89
-1% -$2.78K 0.01% 391
2025
Q2 		$229K Buy
7,770
+2
+0% +$55 0.01% 381
2025
Q1 		$219K Buy
+7,768
New +$235K 0.02% 391

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

Berger Financial Group's DFSV Position: Q2 2026 in Review

Berger Financial Group held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 8,111 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #374.

Berger Financial Group first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Berger Financial Group held 8,111 shares of Dimensional US Small Cap Value ETF worth $315K as of Q2 2026.
  • Berger Financial Group left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #374 holding.
  • Berger Financial Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.