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
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 $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return