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
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 $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return