CI
DFSV

CX Institutional’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

CX Institutional’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 		$35K Buy
+900
New +$33.6K ﹤0.01% 1040

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

CX Institutional's DFSV Position: Q2 2026 in Review

CX Institutional opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 900 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #1040 among its holdings.

176 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • CX Institutional held 900 shares of Dimensional US Small Cap Value ETF worth $35K as of Q2 2026.
  • Dimensional US Small Cap Value ETF was a new CX Institutional position in Q2 2026.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1040 holding.
  • 176 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.