CCA
DFSV

Cravens & Co Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Cravens & Co 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 		$4.39M Sell
113,196
-22,990
-17% -$859K 2.95% 10
2026
Q1 		$4.77M Buy
136,186
+106
+0.1% +$3.75K 3.1% 10
2025
Q4 		$4.7M Buy
136,080
+613
+0.5% +$19.7K 3.08% 10
2025
Q3 		$4.31M Buy
135,467
+3,257
+2% +$102K 2.94% 10
2025
Q2 		$3.89M Buy
132,210
+15,424
+13% +$427K 2.9% 10
2025
Q1 		$3.29M Buy
116,786
+3,606
+3% +$109K 2.55% 10
2024
Q4 		$3.48M Buy
113,180
+1,000
+0.9% +$31.7K 2.65% 10
2024
Q3 		$3.46M Sell
112,180
-801
-0.7% -$24K 2.67% 9
2024
Q2 		$3.25M Buy
112,981
+9,861
+10% +$286K 2.41% 10
2024
Q1 		$3.1M Buy
103,120
+2,325
+2% +$66.3K 2.58% 9
2023
Q4 		$2.94M Sell
100,795
-653
-0.6% -$16.9K 2.53% 9
2023
Q3 		$2.57M Buy
101,448
+1,762
+2% +$46.5K 2.42% 9
2023
Q2 		$2.56M Sell
99,686
-18,305
-16% -$448K 2.36% 9
2023
Q1 		$2.94M Sell
117,991
-2,512
-2% -$65.8K 2.75% 9
2022
Q4 		$2.98M Buy
+120,503
New +$2.98M 2.76% 9

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 $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

Cravens & Co Advisors's DFSV Position: Q2 2026 in Review

Cravens & Co Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 17% in Q2 2026, selling an estimated $859K and leaving 113,196 shares worth $4.39M. The position accounts for 2.95% of the portfolio, ranked #10.

Cravens & Co Advisors first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.77M in Q1 2026. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Cravens & Co Advisors held 113,196 shares of Dimensional US Small Cap Value ETF worth $4.39M as of Q2 2026.
  • Cravens & Co Advisors sold 22,990 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $859K.
  • Dimensional US Small Cap Value ETF made up 2.95% of Cravens & Co Advisors's portfolio in Q2 2026, its #10 holding.
  • Cravens & Co Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Cravens & Co Advisors's Dimensional US Small Cap Value ETF position peaked at $4.77M in Q1 2026.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Cravens & Co Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.