EIA
DFSV

Eldridge Investment Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Eldridge Investment 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
2026
Q2 		$601K Buy
+15,482
New +$579K 0.12% 100
2026
Q1 		– Sell
-31,656
Closed -$1.04M – 155
2025
Q4 		$1.04M Buy
+31,656
New +$1.02M 0.23% 72
2023
Q2 		– Sell
-12,669
Closed -$316K – 145
2023
Q1 		$316K Buy
+12,669
New +$332K 0.11% 108

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Corient Private Wealth
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

Eldridge Investment Advisors's DFSV Position: Q2 2026 in Review

Eldridge Investment Advisors opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 15,482 shares worth $601K. The stake represents 0.12% of the portfolio and ranks #100 among its holdings. This is a return to the name: Eldridge Investment Advisors previously reported a position in DFSV as recently as Q4 2025.

Eldridge Investment Advisors first reported a position in DFSV in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Eldridge Investment Advisors held 15,482 shares of Dimensional US Small Cap Value ETF worth $601K as of Q2 2026.
  • Dimensional US Small Cap Value ETF was a new Eldridge Investment Advisors position in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.12% of Eldridge Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Eldridge Investment Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 3 quarters since.
  • Eldridge Investment Advisors's Dimensional US Small Cap Value ETF position peaked at $1.04M in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.