Dimensional Fund Advisors
DFSV

Dimensional Fund Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Dimensional Fund Advisors’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
2022
Q3 		$2.51M Hold
100,000
– – ﹤0.01% 2644
2022
Q2 		$233M Hold
100,000
– – 0.08% 238
2022
Q1 		$258M Buy
+100,000
New +$2.57M 0.08% 262

Other funds holding DFSV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Dimensional Fund Advisors's DFSV Position: Q3 2022 in Review

Dimensional Fund Advisors held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q3 2022 at 100,000 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Dimensional Fund Advisors first reported a position in DFSV in Q1 2022 and has held it in 3 quarters since. The position peaked at $258M in Q1 2022. 75 funds tracked by Wall St. Rank hold DFSV as of Q3 2022.

  • Dimensional Fund Advisors held 100,000 shares of Dimensional US Small Cap Value ETF worth $2.51M as of Q3 2022.
  • Dimensional Fund Advisors left its Dimensional US Small Cap Value ETF share count unchanged in Q3 2022.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2022, its #2644 holding.
  • Dimensional Fund Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Dimensional Fund Advisors's Dimensional US Small Cap Value ETF position peaked at $258M in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2022.

Based on Dimensional Fund Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.