DPW
DFSV

DiNuzzo Private Wealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

DiNuzzo Private Wealth’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 		$50.5M Sell
1,300,634
-46,931
-3% -$1.75M 4.99% 9
2026
Q1 		$47.2M Sell
1,347,565
-4,337
-0.3% -$153K 5.09% 8
2025
Q4 		$44.5M Sell
1,351,902
-7,475
-0.5% -$240K 4.84% 9
2025
Q3 		$44M Buy
1,359,377
+24,254
+2% +$758K 4.99% 9
2025
Q2 		$39.3M Buy
1,335,123
+96,671
+8% +$2.68M 4.66% 9
2025
Q1 		$34.9M Buy
1,238,452
+11,273
+0.9% +$341K 4.39% 9
2024
Q4 		$37.8M Sell
1,227,179
-16,255
-1% -$515K 4.78% 9
2024
Q3 		$38.3M Sell
1,243,434
-2,850
-0.2% -$85.4K 4.72% 9
2024
Q2 		$35.9M Buy
1,246,284
+7,078
+0.6% +$205K 4.84% 9
2024
Q1 		$37.3M Buy
1,239,206
+4,012
+0.3% +$114K 5.03% 9
2023
Q4 		$36M Buy
+1,235,194
New +$32.1M 5.11% 9

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return