DI
DFSV

Disciplined Investors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Disciplined Investors’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 		$6.23M Buy
160,505
+17,672
+12% +$661K 3.11% 5
2026
Q1 		$5M Buy
142,833
+21,027
+17% +$743K 2.98% 6
2025
Q4 		$4.01M Buy
121,806
+3,934
+3% +$127K 2.63% 6
2025
Q3 		$3.75M Buy
117,872
+1,011
+0.9% +$31.6K 2.67% 8
2025
Q2 		$3.44M Sell
116,861
-19
-0% -$526 2.68% 6
2025
Q1 		$3.29M Buy
116,880
+2,353
+2% +$71.2K 2.97% 5
2024
Q4 		$3.5M Buy
+114,527
New +$3.63M 3.37% 5

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 $77.5B AUM 28.19% 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

Disciplined Investors's DFSV Position: Q2 2026 in Review

Disciplined Investors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 12% in Q2 2026, buying an estimated $661K and bringing the position to 160,505 shares worth $6.23M. The position accounts for 3.11% of the portfolio, ranked #5.

Disciplined Investors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Disciplined Investors held 160,505 shares of Dimensional US Small Cap Value ETF worth $6.23M as of Q2 2026.
  • Disciplined Investors bought 17,672 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $661K.
  • Dimensional US Small Cap Value ETF made up 3.11% of Disciplined Investors's portfolio in Q2 2026, its #5 holding.
  • Disciplined Investors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.