Cambridge Financial Group (Arizona)’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Cambridge Financial Group (Arizona)’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	$542K	Sell	13,983 -4,445	-24%	-$166K	0.17%	96
2026 Q1	$646K	Sell	18,428 -14,424	-44%	-$510K	0.22%	79
2025 Q4	$1.05M	Sell	32,852 -234	-0.7%	-$7.53K	0.37%	54
2025 Q3	$1.05M	Sell	33,086 -1,366	-4%	-$42.7K	0.34%	59
2025 Q2	$1.01M	Sell	34,452 -6,445	-16%	-$178K	0.38%	52
2025 Q1	$1.15M	Sell	40,897 -24,558	-38%	-$743K	0.49%	44
2024 Q4	$2.01M	Buy	65,455 +4,958	+8%	+$157K	0.86%	28
2024 Q3	$1.86M	Buy	60,497 +16,959	+39%	+$508K	0.78%	29
2024 Q2	$1.25M	Buy	43,538 +16,446	+61%	+$477K	0.57%	41
2024 Q1	$815K	Buy	27,092 +7,398	+38%	+$211K	0.39%	57
2023 Q4	$573K	Buy	+19,694	New	+$511K	0.3%	62

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Cambridge Financial Group (Arizona)'s DFSV Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 24% in Q2 2026, selling an estimated $166K and leaving 13,983 shares worth $542K. The position accounts for 0.17% of the portfolio, ranked #96.

Cambridge Financial Group (Arizona) first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2024. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Cambridge Financial Group (Arizona) held 13,983 shares of Dimensional US Small Cap Value ETF worth $542K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 4,445 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $166K.
Dimensional US Small Cap Value ETF made up 0.17% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #96 holding.
Cambridge Financial Group (Arizona) first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Dimensional US Small Cap Value ETF position peaked at $2.01M in Q4 2024.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.