EFG
DFSV

Everest Financial Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Everest Financial Group’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 		$358K Buy
9,225
+968
+12% +$36.2K 0.05% 166
2026
Q1 		$289K Buy
+8,257
New +$292K 0.05% 161

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 $77.5B AUM 28.19% 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

Everest Financial Group's DFSV Position: Q2 2026 in Review

Everest Financial Group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 12% in Q2 2026, buying an estimated $36.2K and bringing the position to 9,225 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #166.

Everest Financial Group first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Everest Financial Group held 9,225 shares of Dimensional US Small Cap Value ETF worth $358K as of Q2 2026.
  • Everest Financial Group bought 968 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $36.2K.
  • Dimensional US Small Cap Value ETF made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #166 holding.
  • Everest Financial Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.