CWM
DFSV

Congress Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Congress Wealth Management’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
2025
Q2 		$407K Buy
13,839
+1,967
+17% +$54.5K ﹤0.01% 988
2025
Q1 		$334K Buy
+11,872
New +$359K ﹤0.01% 916

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Congress Wealth Management's DFSV Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 17% in Q2 2025, buying an estimated $54.5K and bringing the position to 13,839 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Congress Wealth Management first reported a position in DFSV in Q1 2025 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold DFSV as of Q2 2025.

  • Congress Wealth Management held 13,839 shares of Dimensional US Small Cap Value ETF worth $407K as of Q2 2025.
  • Congress Wealth Management bought 1,967 Dimensional US Small Cap Value ETF shares in Q2 2025, an estimated $54.5K.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #988 holding.
  • Congress Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.