EFA
DFSV

Efficient Frontier Advisors’s Dimensional US Small Cap Value ETF 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 		$4.29M Buy
+148,899
New +$4.32M 3.02% 6

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Efficient Frontier Advisors increased its Dimensional US Small Cap Value ETF (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. 448 funds tracked by Wall St. Rank hold DFSV as of Q2 2025.

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

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