Diversified Portfolios Inc’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Diversified Portfolios Inc’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	$28.5M	Buy	734,781 +39,339	+6%	+$1.47M	2.07%	12
2026 Q1	$24.4M	Buy	695,442 +49,689	+8%	+$1.76M	2%	10
2025 Q4	$21.2M	Buy	645,753 +53,439	+9%	+$1.72M	1.77%	13
2025 Q3	$18.9M	Buy	592,314 +59,249	+11%	+$1.85M	1.66%	15
2025 Q2	$15.7M	Buy	533,065 +89,146	+20%	+$2.47M	1.5%	16
2025 Q1	$12.5M	Buy	443,919 +65,021	+17%	+$1.97M	1.31%	20
2024 Q4	$11.7M	Buy	378,898 +24,867	+7%	+$787K	1.27%	22
2024 Q3	$10.9M	Buy	354,031 +35,486	+11%	+$1.06M	1.23%	23
2024 Q2	$9.17M	Buy	318,545 +72,491	+29%	+$2.1M	1.21%	21
2024 Q1	$7.41M	Buy	246,054 +33,742	+16%	+$962K	1.04%	22
2023 Q4	$6.18M	Buy	212,312 +84,045	+66%	+$2.18M	0.97%	23
2023 Q3	$3.25M	Buy	128,267 +27,809	+28%	+$734K	0.61%	34
2023 Q2	$2.58M	Buy	100,458 +41,833	+71%	+$1.02M	0.52%	37
2023 Q1	$1.46M	Buy	58,625 +19,140	+48%	+$502K	0.33%	46
2022 Q4	$978K	Buy	39,485 +24,214	+159%	+$599K	0.22%	62
2022 Q3	$333K	Buy	15,271 +4,214	+38%	+$101K	0.09%	103
2022 Q2	$249K	Buy	+11,057	New	+$270K	0.07%	112

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 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

Diversified Portfolios Inc's DFSV Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Dimensional US Small Cap Value ETF (DFSV) stake by 5.7% in Q2 2026, buying an estimated $1.47M and bringing the position to 734,781 shares worth $28.5M. The position accounts for 2.07% of the portfolio, ranked #12.

Diversified Portfolios Inc first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Diversified Portfolios Inc held 734,781 shares of Dimensional US Small Cap Value ETF worth $28.5M as of Q2 2026.
Diversified Portfolios Inc bought 39,339 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.47M.
Dimensional US Small Cap Value ETF made up 2.07% of Diversified Portfolios Inc's portfolio in Q2 2026, its #12 holding.
Diversified Portfolios Inc first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.