EWA
DFSV

EverSource Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

EverSource Wealth Advisors’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 		$38.8K Sell
1,000
-123,378
-99% -$4.61M ﹤0.01% 1940
2026
Q1 		$4.36M Buy
124,378
+20,317
+20% +$718K 0.13% 130
2025
Q4 		$3.42M Buy
104,061
+98,318
+1,712% +$3.16M 0.13% 134
2025
Q3 		$183K Sell
5,743
-382
-6% -$11.9K 0.01% 953
2025
Q2 		$180K Buy
+6,125
New +$170K 0.01% 905

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

EverSource Wealth Advisors's DFSV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 99% in Q2 2026, selling an estimated $4.61M and leaving 1,000 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

EverSource Wealth Advisors first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.36M in Q1 2026. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • EverSource Wealth Advisors held 1,000 shares of Dimensional US Small Cap Value ETF worth $38.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 123,378 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $4.61M.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1940 holding.
  • EverSource Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Dimensional US Small Cap Value ETF position peaked at $4.36M in Q1 2026.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.