EP
DFSV

Essential Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Essential Planning’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 		$507K Sell
14,479
-18
-0.1% -$636 0.16% 51
2025
Q4 		$477K Sell
14,497
-1,357
-9% -$43.6K 0.15% 49
2025
Q3 		$505K Hold
15,854
– – 0.17% 48
2025
Q2 		$467K Buy
15,854
+3,518
+29% +$97.4K 0.17% 49
2025
Q1 		$347K Sell
12,336
-994,184
-99% -$30.1M 0.14% 59
2024
Q4 		$31.9M Buy
1,006,520
+991,030
+6,398% +$31.4M 0.21% 41
2024
Q3 		$477K Sell
15,490
-10
-0.1% -$300 0.2% 46
2024
Q2 		$446K Buy
15,500
+2,838
+22% +$82.4K 0.2% 43
2024
Q1 		$369K Hold
12,662
– – 0.18% 44
2023
Q4 		$369K Buy
+12,662
New +$329K 0.19% 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