BEW
DFSV

Burton Enright Welch’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Burton Enright Welch’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 		$3.13M Buy
89,257
+2,605
+3% +$92.1K 0.43% 26
2025
Q4 		$2.85M Sell
86,652
-176
-0.2% -$5.66K 0.4% 33
2025
Q3 		$2.76M Buy
86,828
+814
+0.9% +$25.4K 0.42% 31
2025
Q2 		$2.53M Sell
86,014
-13,718
-14% -$380K 0.44% 31
2025
Q1 		$2.81M Buy
99,732
+38,933
+64% +$1.18M 0.57% 24
2024
Q4 		$1.87M Buy
60,799
+8,551
+16% +$271K 0.39% 29
2024
Q3 		$1.61M Buy
52,248
+5,720
+12% +$171K 0.35% 32
2024
Q2 		$1.34M Buy
46,528
+12,408
+36% +$360K 0.31% 33
2024
Q1 		$1.03M Buy
34,120
+428
+1% +$12.2K 0.25% 39
2023
Q4 		$981K Buy
33,692
+15,808
+88% +$410K 0.26% 34
2023
Q3 		$453K Buy
17,884
+3,400
+23% +$89.7K 0.14% 52
2023
Q2 		$372K Buy
14,484
+2,644
+22% +$64.7K 0.12% 56
2023
Q1 		$295K Buy
+11,840
New +$310K 0.11% 59

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