Brown Advisory
DFSV

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

Brown Advisory’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 		$1.67M Buy
47,651
+24,337
+104% +$860K ﹤0.01% 724
2025
Q4 		$767K Buy
23,314
+2
+0% +$64 ﹤0.01% 928
2025
Q3 		$742K Buy
23,312
+6
+0% +$187 ﹤0.01% 919
2025
Q2 		$686K Buy
23,306
+5,421
+30% +$150K ﹤0.01% 906
2025
Q1 		$503K Buy
17,885
+1,324
+8% +$40.1K ﹤0.01% 981
2024
Q4 		$510K Sell
16,561
-1,272
-7% -$40.3K ﹤0.01% 1012
2024
Q3 		$549K Hold
17,833
– – ﹤0.01% 975
2024
Q2 		$513K Hold
17,833
– – ﹤0.01% 950
2024
Q1 		$537K Buy
+17,833
New +$509K ﹤0.01% 930

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 $70.5B 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