DAS
DFSV

Dynamic Advisor Solutions’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Dynamic Advisor Solutions’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
2025
Q4 		– Sell
-29,482
Closed -$939K – 954
2025
Q3 		$939K Buy
29,482
+4,100
+16% +$128K 0.03% 484
2025
Q2 		$747K Buy
25,382
+8,354
+49% +$231K 0.02% 512
2025
Q1 		$479K Buy
17,028
+9,816
+136% +$297K 0.02% 593
2024
Q4 		$222K Buy
+7,212
New +$228K 0.01% 598

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Dynamic Advisor Solutions's DFSV Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Dimensional US Small Cap Value ETF (DFSV) in Q4 2025, closing a stake of 29,482 shares — an estimated $939K sold.

Dynamic Advisor Solutions first reported a position in DFSV in Q4 2024 and held it in 4 quarters. The position peaked at $939K in Q3 2025. 524 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Dimensional US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 29,482 Dimensional US Small Cap Value ETF shares in Q4 2025, an estimated $939K.
  • Dynamic Advisor Solutions first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Dimensional US Small Cap Value ETF position peaked at $939K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.