DF
DFSV

DecisionPoint Financial’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

DecisionPoint Financial’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 		$157K Buy
4,054
+1,447
+56% +$54.1K 0.03% 62
2026
Q1 		$91.4K Buy
2,607
+872
+50% +$30.8K 0.02% 69
2025
Q4 		$57.1K Buy
1,735
+118
+7% +$3.79K 0.01% 84
2025
Q3 		$51.8K Buy
1,617
+827
+105% +$25.8K 0.01% 76
2025
Q2 		$23.9K Buy
790
+380
+93% +$10.5K 0.01% 115
2025
Q1 		$11.5K Hold
410
– – ﹤0.01% 152
2024
Q4 		$12.6K Hold
410
– – ﹤0.01% 144
2024
Q3 		$12.6K Hold
410
– – ﹤0.01% 147
2024
Q2 		$13K Hold
410
– – ﹤0.01% 144
2024
Q1 		$11.8K Hold
410
– – ﹤0.01% 158
2023
Q4 		$11.9K Buy
+410
New +$10.6K 0.01% 124

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

DecisionPoint Financial's DFSV Position: Q2 2026 in Review

DecisionPoint Financial increased its Dimensional US Small Cap Value ETF (DFSV) stake by 56% in Q2 2026, buying an estimated $54.1K and bringing the position to 4,054 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #62.

DecisionPoint Financial first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • DecisionPoint Financial held 4,054 shares of Dimensional US Small Cap Value ETF worth $157K as of Q2 2026.
  • DecisionPoint Financial bought 1,447 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $54.1K.
  • Dimensional US Small Cap Value ETF made up 0.03% of DecisionPoint Financial's portfolio in Q2 2026, its #62 holding.
  • DecisionPoint Financial first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.