CWM
DFSV

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

Capstone 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
2026
Q2 		$532K Buy
13,641
+171
+1% +$6.39K 0.4% 27
2026
Q1 		$475K Sell
13,470
-199
-1% -$7.03K 0.4% 28
2025
Q4 		$450K Buy
+13,669
New +$440K 0.39% 29

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

Capstone Wealth Management's DFSV Position: Q2 2026 in Review

Capstone Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.3% in Q2 2026, buying an estimated $6.39K and bringing the position to 13,641 shares worth $532K. The position accounts for 0.4% of the portfolio, ranked #27.

Capstone Wealth Management first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Capstone Wealth Management held 13,641 shares of Dimensional US Small Cap Value ETF worth $532K as of Q2 2026.
  • Capstone Wealth Management bought 171 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $6.39K.
  • Dimensional US Small Cap Value ETF made up 0.4% of Capstone Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Capstone Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.