Efficient Frontier Advisors’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Efficient Frontier Advisors’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 Q2	$4.48M	Buy	152,343 +3,444	+2%	+$95.4K	2.85%	7
2025 Q1	$4.19M	Hold	148,899	–	–	2.73%	7
2024 Q4	$4.58M	Hold	148,899	–	–	3.03%	6
2024 Q3	$4.59M	Hold	148,899	–	–	2.97%	6
2024 Q2	$4.28M	Buy	+148,899	New	+$4.32M	3.02%	6

Other funds holding DFSV

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Efficient Frontier Advisors's DFSV Position: Q2 2025 in Review

Efficient Frontier Advisors increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 2.3% in Q2 2025, buying an estimated $95.4K and bringing the position to 152,343 shares worth $4.48M. The position accounts for 2.85% of the portfolio, ranked #7.

Efficient Frontier Advisors first reported a position in DFSV in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.59M in Q3 2024. 450 funds tracked by Wall St. Rank hold DFSV as of Q2 2025.

Efficient Frontier Advisors held 152,343 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $4.48M as of Q2 2025.
Efficient Frontier Advisors bought 3,444 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2025, an estimated $95.4K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 2.85% of Efficient Frontier Advisors's portfolio in Q2 2025, its #7 holding.
Efficient Frontier Advisors first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2024 and has held it in 5 quarters since.
Efficient Frontier Advisors's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $4.59M in Q3 2024.
450 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.