CFO
DFSV

CVA Family Office’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

CVA Family Office’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 		$793K Sell
20,447
-270
-1% -$10.1K 0.07% 149
2026
Q1 		$726K Hold
20,717
– – 0.08% 146
2025
Q4 		$681K Sell
20,717
-2,560
-11% -$82.3K 0.08% 141
2025
Q3 		$741K Sell
23,277
-1,228
-5% -$38.4K 0.1% 128
2025
Q2 		$721K Buy
24,505
+23,457
+2,238% +$649K 0.1% 125
2025
Q1 		$29.5K Buy
+1,048
New +$31.7K ﹤0.01% 618

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

CVA Family Office's DFSV Position: Q2 2026 in Review

CVA Family Office reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.3% in Q2 2026, selling an estimated $10.1K and leaving 20,447 shares worth $793K. The position accounts for 0.07% of the portfolio, ranked #149.

CVA Family Office first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • CVA Family Office held 20,447 shares of Dimensional US Small Cap Value ETF worth $793K as of Q2 2026.
  • CVA Family Office sold 270 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $10.1K.
  • Dimensional US Small Cap Value ETF made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #149 holding.
  • CVA Family Office first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.