EK
DFSV

Evensky & Katz’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Evensky & Katz’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 		$2.37M Sell
67,600
-4,941
-7% -$175K 0.13% 40
2025
Q4 		$2.39M Buy
72,541
+266
+0.4% +$8.56K 0.13% 41
2025
Q3 		$2.3M Buy
72,275
+125
+0.2% +$3.9K 0.13% 41
2025
Q2 		$2.12M Sell
72,150
-30,963
-30% -$857K 0.13% 41
2025
Q1 		$2.9M Buy
103,113
+46,079
+81% +$1.39M 0.19% 36
2024
Q4 		$1.75M Sell
57,034
-17,630
-24% -$558K 0.11% 45
2024
Q3 		$2.3M Buy
74,664
+151
+0.2% +$4.53K 0.15% 42
2024
Q2 		$2.14M Buy
74,513
+104
+0.1% +$3.02K 0.15% 43
2024
Q1 		$2.24M Buy
74,409
+87
+0.1% +$2.48K 0.16% 40
2023
Q4 		$2.16M Buy
74,322
+4,941
+7% +$128K 0.16% 42
2023
Q3 		$1.76M Sell
69,381
-1,924
-3% -$50.8K 0.15% 39
2023
Q2 		$1.83M Sell
71,305
-5,858
-8% -$143K 0.14% 39
2023
Q1 		$1.92M Sell
77,163
-4,834
-6% -$127K 0.16% 38
2022
Q4 		$2.03M Buy
81,997
+7,325
+10% +$181K 0.18% 38
2022
Q3 		$1.63M Buy
+74,672
New +$1.79M 0.19% 38

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