B
DFSV

BetterWealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

BetterWealth’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
Q1 		$3.39M Sell
96,612
-3,711
-4% -$131K 0.66% 20
2025
Q4 		$3.3M Sell
100,323
-2,710
-3% -$87.2K 0.75% 19
2025
Q3 		$3.28M Sell
103,033
-9,719
-9% -$304K 0.78% 19
2025
Q2 		$3.32M Sell
112,752
-8,839
-7% -$245K 0.85% 18
2025
Q1 		$3.42M Sell
121,591
-112,117
-48% -$3.39M 0.96% 18
2024
Q4 		$7.19M Sell
233,708
-395,037
-63% -$12.5M 1.98% 10
2024
Q3 		$19.4M Buy
628,745
+17,944
+3% +$538K 5.72% 5
2024
Q2 		$17.6M Buy
610,801
+13,715
+2% +$398K 5.6% 5
2024
Q1 		$18M Buy
597,086
+6,851
+1% +$195K 5.85% 5
2023
Q4 		$17.2M Sell
590,235
-2,350
-0.4% -$61K 5.88% 5
2023
Q3 		$15M Sell
592,585
-3,343
-0.6% -$88.2K 6.05% 5
2023
Q2 		$15.3M Buy
595,928
+8,748
+1% +$214K 5.96% 5
2023
Q1 		$14.6M Buy
587,180
+15,590
+3% +$409K 5.92% 5
2022
Q4 		$14.2M Buy
571,590
+27,779
+5% +$687K 6.37% 5
2022
Q3 		$11.8M Buy
543,811
+25,547
+5% +$612K 6.1% 7
2022
Q2 		$11.7M Buy
+518,264
New +$12.7M 5.77% 7

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

BetterWealth's DFSV Position: Q1 2026 in Review

BetterWealth reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 3.7% in Q1 2026, selling an estimated $131K and leaving 96,612 shares worth $3.39M. The position accounts for 0.66% of the portfolio, ranked #20.

BetterWealth first reported a position in DFSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $19.4M in Q3 2024. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • BetterWealth held 96,612 shares of Dimensional US Small Cap Value ETF worth $3.39M as of Q1 2026.
  • BetterWealth sold 3,711 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $131K.
  • Dimensional US Small Cap Value ETF made up 0.66% of BetterWealth's portfolio in Q1 2026, its #20 holding.
  • BetterWealth first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • BetterWealth's Dimensional US Small Cap Value ETF position peaked at $19.4M in Q3 2024.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.