Dopkins Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Dopkins Wealth Management’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	$2.14M	Buy	55,090 +1,240	+2%	+$46.3K	0.78%	31
2026 Q1	$1.89M	Buy	53,850 +671	+1%	+$23.7K	0.76%	32
2025 Q4	$1.75M	Sell	53,179 -2,701	-5%	-$86.9K	0.71%	32
2025 Q3	$1.78M	Sell	55,880 -374	-0.7%	-$11.7K	0.75%	32
2025 Q2	$1.66M	Sell	56,254 -35,570	-39%	-$985K	0.74%	32
2025 Q1	$2.58M	Buy	91,824 +7,252	+9%	+$219K	1.31%	17
2024 Q4	$2.6M	Buy	84,572 +67,724	+402%	+$2.14M	1.33%	18
2024 Q3	$519K	Sell	16,848 -43,317	-72%	-$1.3M	0.42%	27
2024 Q2	$1.73M	Buy	60,165 +1,736	+3%	+$50.4K	1.05%	17
2024 Q1	$1.76M	Buy	58,429 +5,414	+10%	+$154K	1.06%	15
2023 Q4	$1.54M	Buy	+53,015	New	+$1.38M	1.2%	15

Other funds holding DFSV

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Dopkins Wealth Management's DFSV Position: Q2 2026 in Review

Dopkins Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.3% in Q2 2026, buying an estimated $46.3K and bringing the position to 55,090 shares worth $2.14M. The position accounts for 0.78% of the portfolio, ranked #31.

Dopkins Wealth Management first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.6M in Q4 2024. 140 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Dopkins Wealth Management held 55,090 shares of Dimensional US Small Cap Value ETF worth $2.14M as of Q2 2026.
Dopkins Wealth Management bought 1,240 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $46.3K.
Dimensional US Small Cap Value ETF made up 0.78% of Dopkins Wealth Management's portfolio in Q2 2026, its #31 holding.
Dopkins Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Dopkins Wealth Management's Dimensional US Small Cap Value ETF position peaked at $2.6M in Q4 2024.
140 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.