CPA
DFSV

Cardiff Park Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Cardiff Park Advisors’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 		$15M Sell
386,270
-844
-0.2% -$31.5K 1.16% 18
2026
Q1 		$13.6M Buy
387,114
+3,625
+0.9% +$128K 1.08% 17
2025
Q4 		$12.6M Sell
383,489
-8,560
-2% -$275K 1.04% 19
2025
Q3 		$12.5M Sell
392,049
-1,819
-0.5% -$56.8K 0.96% 18
2025
Q2 		$11.6M Buy
393,868
+83,214
+27% +$2.3M 1% 17
2025
Q1 		$8.74M Sell
310,654
-9,779
-3% -$296K 0.84% 20
2024
Q4 		$9.86M Buy
320,433
+4,747
+2% +$150K 0.94% 18
2024
Q3 		$9.72M Buy
+315,686
New +$9.46M 0.87% 20
2023
Q4 		– Sell
-303,114
Closed -$7.68M – 337
2023
Q3 		$7.68M Sell
303,114
-15,308
-5% -$404K 0.97% 20
2023
Q2 		$8.18M Sell
318,422
-1,276
-0.4% -$31.2K 1% 20
2023
Q1 		$7.97M Buy
319,698
+14,628
+5% +$383K 1.05% 20
2022
Q4 		$7.56M Buy
305,070
+38,829
+15% +$960K 1.05% 20
2022
Q3 		$5.8M Buy
266,241
+261,181
+5,162% +$6.25M 0.91% 22
2022
Q2 		$114K Buy
5,060
+2,892
+133% +$70.6K 0.02% 253
2022
Q1 		$56K Buy
+2,168
New +$55.7K 0.01% 280

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 $72.2B AUM 27.85% 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

Cardiff Park Advisors's DFSV Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.22% in Q2 2026, selling an estimated $31.5K and leaving 386,270 shares worth $15M. The position accounts for 1.16% of the portfolio, ranked #18.

Cardiff Park Advisors first reported a position in DFSV in Q1 2022 and has held it in 15 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Cardiff Park Advisors held 386,270 shares of Dimensional US Small Cap Value ETF worth $15M as of Q2 2026.
  • Cardiff Park Advisors sold 844 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $31.5K.
  • Dimensional US Small Cap Value ETF made up 1.16% of Cardiff Park Advisors's portfolio in Q2 2026, its #18 holding.
  • Cardiff Park Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2022 and has held it in 15 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.