Cetera Investment Advisers
DFSV

Cetera Investment Advisers’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Cetera Investment Advisers’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 		$182M Buy
4,700,364
+811,655
+21% +$30.3M 0.17% 111
2026
Q1 		$136M Buy
3,888,709
+1,478,369
+61% +$52.2M 0.15% 125
2025
Q4 		$79.3M Buy
2,410,340
+320,437
+15% +$10.3M 0.09% 214
2025
Q3 		$66.5M Buy
+2,089,903
New +$65.3M 0.08% 240
2025
Q1 		– Sell
-12,364
Closed -$381K – 4002
2024
Q4 		$381K Buy
+12,364
New +$391K ﹤0.01% 2913
2024
Q2 		– Sell
-8,636
Closed -$260K – 3760
2024
Q1 		$260K Sell
8,636
-1,749
-17% -$49.9K ﹤0.01% 3164
2023
Q4 		$302K Sell
10,385
-786
-7% -$20.4K ﹤0.01% 1783
2023
Q3 		$283K Buy
+11,171
New +$295K ﹤0.01% 1768

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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's DFSV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Dimensional US Small Cap Value ETF (DFSV) stake by 21% in Q2 2026, buying an estimated $30.3M and bringing the position to 4,700,364 shares worth $182M. The position accounts for 0.17% of the portfolio, ranked #111.

Cetera Investment Advisers first reported a position in DFSV in Q3 2023 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Cetera Investment Advisers held 4,700,364 shares of Dimensional US Small Cap Value ETF worth $182M as of Q2 2026.
  • Cetera Investment Advisers bought 811,655 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $30.3M.
  • Dimensional US Small Cap Value ETF made up 0.17% of Cetera Investment Advisers's portfolio in Q2 2026, its #111 holding.
  • Cetera Investment Advisers first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and has held it in 8 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.