CWP
DFSV

Cyndeo Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Cyndeo Wealth Partners’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 		$835K Sell
21,533
-5
-0% -$187 0.04% 282
2026
Q1 		$755K Sell
21,538
-1,550
-7% -$54.8K 0.04% 268
2025
Q4 		$759K Sell
23,088
-4,923
-18% -$158K 0.04% 272
2025
Q3 		$892K Buy
28,011
+1,114
+4% +$34.8K 0.05% 249
2025
Q2 		$792K Buy
26,897
+50
+0.2% +$1.38K 0.05% 255
2025
Q1 		$756K Sell
26,847
-7,323
-21% -$222K 0.05% 248
2024
Q4 		$1.05M Buy
34,170
+269
+0.8% +$8.52K 0.07% 210
2024
Q3 		$1.04M Buy
+33,901
New +$1.02M 0.07% 210

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 $72.2B AUM 27.85% 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

Cyndeo Wealth Partners's DFSV Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.02% in Q2 2026, selling an estimated $187 and leaving 21,533 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #282.

Cyndeo Wealth Partners first reported a position in DFSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2024. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Cyndeo Wealth Partners held 21,533 shares of Dimensional US Small Cap Value ETF worth $835K as of Q2 2026.
  • Cyndeo Wealth Partners sold 5 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $187.
  • Dimensional US Small Cap Value ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #282 holding.
  • Cyndeo Wealth Partners first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Cyndeo Wealth Partners's Dimensional US Small Cap Value ETF position peaked at $1.05M in Q4 2024.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.