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
2023
Q1 		– Sell
-100,000
Closed -$2.48M – 3476
2022
Q4 		$2.48M Hold
100,000
– – 0.73% 12
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
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Dimensional Fund Advisors's DFSV Position: Q1 2023 in Review

Dimensional Fund Advisors sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2023, closing a stake of 100,000 shares — an estimated $2.48M sold.

Dimensional Fund Advisors first reported a position in DFSV in Q1 2022 and held it in 4 quarters. The position peaked at $258M in Q1 2022. 187 funds tracked by Wall St. Rank hold DFSV as of Q1 2023.

  • Dimensional Fund Advisors reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 100,000 Dimensional US Small Cap Value ETF shares in Q1 2023, an estimated $2.48M.
  • Dimensional Fund Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2022 and held it in 4 quarters.
  • Dimensional Fund Advisors's Dimensional US Small Cap Value ETF position peaked at $258M in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2023.

Based on Dimensional Fund Advisors's 13F filing for Q1 2023, filed 12 May 2023.