Cannon Financial Strategists’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Cannon Financial Strategists’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	$315K	Buy	+8,128	New	+$304K	0.04%	101

Other funds holding DFSV

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Cannon Financial Strategists's DFSV Position: Q2 2026 in Review

Cannon Financial Strategists opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 8,128 shares worth $315K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings.

391 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Cannon Financial Strategists held 8,128 shares of Dimensional US Small Cap Value ETF worth $315K as of Q2 2026.
Dimensional US Small Cap Value ETF was a new Cannon Financial Strategists position in Q2 2026.
Dimensional US Small Cap Value ETF made up 0.04% of Cannon Financial Strategists's portfolio in Q2 2026, its #101 holding.
391 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.