DWA
DFSV

Delap Wealth Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Delap Wealth Advisory’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
Q1 		$1.71M Hold
48,836
– – 0.64% 30
2025
Q4 		$1.61M Hold
48,836
– – 0.62% 31
2025
Q3 		$1.56M Hold
48,836
– – 0.66% 28
2025
Q2 		$1.44M Buy
+48,836
New +$1.35M 0.69% 28

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Delap Wealth Advisory's DFSV Position: Q1 2026 in Review

Delap Wealth Advisory held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q1 2026 at 48,836 shares worth $1.71M. The position accounts for 0.64% of the portfolio, ranked #30.

Delap Wealth Advisory first reported a position in DFSV in Q2 2025 and has held it in 4 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Delap Wealth Advisory held 48,836 shares of Dimensional US Small Cap Value ETF worth $1.71M as of Q1 2026.
  • Delap Wealth Advisory left its Dimensional US Small Cap Value ETF share count unchanged in Q1 2026.
  • Dimensional US Small Cap Value ETF made up 0.64% of Delap Wealth Advisory's portfolio in Q1 2026, its #30 holding.
  • Delap Wealth Advisory first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.