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

Clearstead 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	$516K	Sell	13,290 -1,724	-11%	-$64.4K	﹤0.01%	751
2026 Q1	$526K	Buy	15,014 +1,724	+13%	+$60.9K	﹤0.01%	699
2025 Q4	$437K	Sell	13,290 -959	-7%	-$30.8K	0.01%	696
2025 Q3	$454K	Buy	14,249 +5	+0%	+$156	0.01%	663
2025 Q2	$419K	Buy	14,244 +13,294	+1,399%	+$368K	0.01%	654
2025 Q1	$26.7K	Hold	950	–	–	﹤0.01%	1338
2024 Q4	$29.2K	Buy	+950	New	+$30.1K	﹤0.01%	1286

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Clearstead Advisors's DFSV Position: Q2 2026 in Review

Clearstead Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 11% in Q2 2026, selling an estimated $64.4K and leaving 13,290 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Clearstead Advisors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $526K in Q1 2026. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Clearstead Advisors held 13,290 shares of Dimensional US Small Cap Value ETF worth $516K as of Q2 2026.
Clearstead Advisors sold 1,724 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $64.4K.
Dimensional US Small Cap Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #751 holding.
Clearstead Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Clearstead Advisors's Dimensional US Small Cap Value ETF position peaked at $526K in Q1 2026.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.