CWD
DFSV

Clarity Wealth Development’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Clarity Wealth Development’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 		$19.8M Buy
511,635
+31,252
+7% +$1.17M 11.02% 2
2026
Q1 		$16.8M Buy
480,383
+27,016
+6% +$955K 13.74% 2
2025
Q4 		$14.9M Buy
453,367
+49,467
+12% +$1.59M 12.61% 2
2025
Q3 		$12.9M Buy
403,900
+23,174
+6% +$724K 11.62% 2
2025
Q2 		$11.2M Buy
380,726
+16,964
+5% +$470K 11.16% 2
2025
Q1 		$9.66M Buy
363,762
+31,481
+9% +$953K 10.78% 3
2024
Q4 		$10.5M Buy
+332,281
New +$10.5M 11.44% 2

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

Clarity Wealth Development's DFSV Position: Q2 2026 in Review

Clarity Wealth Development increased its Dimensional US Small Cap Value ETF (DFSV) stake by 6.5% in Q2 2026, buying an estimated $1.17M and bringing the position to 511,635 shares worth $19.8M. The position accounts for 11.02% of the portfolio, ranked #2.

Clarity Wealth Development first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Clarity Wealth Development held 511,635 shares of Dimensional US Small Cap Value ETF worth $19.8M as of Q2 2026.
  • Clarity Wealth Development bought 31,252 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.17M.
  • Dimensional US Small Cap Value ETF made up 11.02% of Clarity Wealth Development's portfolio in Q2 2026, its #2 holding.
  • Clarity Wealth Development first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.