CWM
DFSV

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

Cahill Wealth Management’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
2025
Q1 		$7.72M Buy
274,231
+4,775
+2% +$144K 3.93% 6
2024
Q4 		$8.29M Buy
269,456
+10,689
+4% +$338K 4.23% 6
2024
Q3 		$7.97M Buy
258,767
+12,999
+5% +$390K 4.11% 6
2024
Q2 		$7.07M Buy
245,768
+17,642
+8% +$512K 4.22% 6
2024
Q1 		$6.87M Buy
228,126
+9,017
+4% +$257K 4% 7
2023
Q4 		$6.38M Buy
219,109
+21,168
+11% +$549K 4.29% 6
2023
Q3 		$5.02M Buy
197,941
+12,316
+7% +$325K 3.85% 7
2023
Q2 		$4.77M Buy
185,625
+5,772
+3% +$141K 3.29% 8
2023
Q1 		$4.48M Buy
179,853
+6,755
+4% +$177K 3.31% 8
2022
Q4 		$4.8M Buy
173,098
+128,302
+286% +$3.17M 3.49% 8
2022
Q3 		$976K Buy
44,796
+6,714
+18% +$161K 0.87% 18
2022
Q2 		$859K Buy
+38,082
New +$930K 0.73% 22

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cahill Wealth Management's DFSV Position: Q1 2025 in Review

Cahill Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.8% in Q1 2025, buying an estimated $144K and bringing the position to 274,231 shares worth $7.72M. The position accounts for 3.93% of the portfolio, ranked #6.

Cahill Wealth Management first reported a position in DFSV in Q2 2022 and has held it in 12 quarters since. The position peaked at $8.29M in Q4 2024. 418 funds tracked by Wall St. Rank hold DFSV as of Q1 2025.

  • Cahill Wealth Management held 274,231 shares of Dimensional US Small Cap Value ETF worth $7.72M as of Q1 2025.
  • Cahill Wealth Management bought 4,775 Dimensional US Small Cap Value ETF shares in Q1 2025, an estimated $144K.
  • Dimensional US Small Cap Value ETF made up 3.93% of Cahill Wealth Management's portfolio in Q1 2025, its #6 holding.
  • Cahill Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 12 quarters since.
  • Cahill Wealth Management's Dimensional US Small Cap Value ETF position peaked at $8.29M in Q4 2024.
  • 418 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.