EWA
DFSV

Elevate Wealth Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Elevate Wealth Advisory’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 		$431K Buy
11,108
+12
+0.1% +$449 0.25% 53
2026
Q1 		$389K Buy
11,096
+93
+0.8% +$3.29K 0.25% 54
2025
Q4 		$362K Buy
11,003
+1,053
+11% +$33.9K 0.25% 52
2025
Q3 		$317K Buy
9,950
+78
+0.8% +$2.44K 0.23% 55
2025
Q2 		$291K Buy
9,872
+15
+0.2% +$415 0.21% 62
2025
Q1 		$277K Sell
9,857
-32
-0.3% -$968 0.2% 61
2024
Q4 		$304K Buy
9,889
+1,548
+19% +$49K 0.23% 53
2024
Q3 		$257K Buy
8,341
+389
+5% +$11.7K 0.19% 59
2024
Q2 		$229K Buy
7,952
+42
+0.5% +$1.22K 0.19% 59
2024
Q1 		$238K Sell
7,910
-2,791
-26% -$79.6K 0.21% 54
2023
Q4 		$312K Buy
+10,701
New +$278K 0.29% 44

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

Elevate Wealth Advisory's DFSV Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.11% in Q2 2026, buying an estimated $449 and bringing the position to 11,108 shares worth $431K. The position accounts for 0.25% of the portfolio, ranked #53.

Elevate Wealth Advisory first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Elevate Wealth Advisory held 11,108 shares of Dimensional US Small Cap Value ETF worth $431K as of Q2 2026.
  • Elevate Wealth Advisory bought 12 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $449.
  • Dimensional US Small Cap Value ETF made up 0.25% of Elevate Wealth Advisory's portfolio in Q2 2026, its #53 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.