CGPCS
DFSV

Capital Group Private Client Services’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Capital Group Private Client Services’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 		$230K Buy
5,925
+20
+0.3% +$748 ﹤0.01% 251
2026
Q1 		$207K Buy
+5,905
New +$209K ﹤0.01% 238

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
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

Capital Group Private Client Services's DFSV Position: Q2 2026 in Review

Capital Group Private Client Services increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.34% in Q2 2026, buying an estimated $748 and bringing the position to 5,925 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Capital Group Private Client Services first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Capital Group Private Client Services held 5,925 shares of Dimensional US Small Cap Value ETF worth $230K as of Q2 2026.
  • Capital Group Private Client Services bought 20 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $748.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #251 holding.
  • Capital Group Private Client Services first reported a position in Dimensional US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.