BW
DFSV

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

BIP Wealth’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 		$7.14M Buy
184,039
+56,782
+45% +$2.12M 0.2% 90
2026
Q1 		$4.46M Buy
127,257
+29,006
+30% +$1.03M 0.18% 85
2025
Q4 		$3.23M Buy
98,251
+51,180
+109% +$1.65M 0.11% 112
2025
Q3 		$1.5M Buy
47,071
+26,802
+132% +$837K 0.07% 100
2025
Q2 		$597K Buy
+20,269
New +$561K 0.04% 138

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

BIP Wealth's DFSV Position: Q2 2026 in Review

BIP Wealth increased its Dimensional US Small Cap Value ETF (DFSV) stake by 45% in Q2 2026, buying an estimated $2.12M and bringing the position to 184,039 shares worth $7.14M. The position accounts for 0.2% of the portfolio, ranked #90.

BIP Wealth first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • BIP Wealth held 184,039 shares of Dimensional US Small Cap Value ETF worth $7.14M as of Q2 2026.
  • BIP Wealth bought 56,782 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $2.12M.
  • Dimensional US Small Cap Value ETF made up 0.2% of BIP Wealth's portfolio in Q2 2026, its #90 holding.
  • BIP Wealth first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.