Client 1st Advisory Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Client 1st Advisory Group’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	$7.19M	Buy	185,408 +14,891	+9%	+$557K	1.87%	14
2026 Q1	$5.97M	Buy	170,517 +29,504	+21%	+$1.04M	1.82%	15
2025 Q4	$4.64M	Buy	141,013 +20,471	+17%	+$658K	1.45%	17
2025 Q3	$3.84M	Buy	120,542 +25,911	+27%	+$809K	1.27%	18
2025 Q2	$2.78M	Buy	94,631 +11,026	+13%	+$305K	1.01%	20
2025 Q1	$2.35M	Buy	83,605 +36,139	+76%	+$1.09M	0.92%	20
2024 Q4	$1.46M	Buy	+47,466	New	+$1.5M	0.56%	24

Other funds holding DFSV

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Client 1st Advisory Group's DFSV Position: Q2 2026 in Review

Client 1st Advisory Group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 8.7% in Q2 2026, buying an estimated $557K and bringing the position to 185,408 shares worth $7.19M. The position accounts for 1.87% of the portfolio, ranked #14.

Client 1st Advisory Group first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Client 1st Advisory Group held 185,408 shares of Dimensional US Small Cap Value ETF worth $7.19M as of Q2 2026.
Client 1st Advisory Group bought 14,891 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $557K.
Dimensional US Small Cap Value ETF made up 1.87% of Client 1st Advisory Group's portfolio in Q2 2026, its #14 holding.
Client 1st Advisory Group first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.