EAN
DFSV

Excelsior Advisor Network’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Excelsior Advisor Network’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 		$1.54M Sell
39,745
-177
-0.4% -$6.62K 0.2% 112
2026
Q1 		$1.4M Buy
39,922
+1,350
+3% +$47.7K 0.53% 45
2025
Q4 		$1.27M Buy
+38,572
New +$1.24M 0.62% 40

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

Excelsior Advisor Network's DFSV Position: Q2 2026 in Review

Excelsior Advisor Network reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.44% in Q2 2026, selling an estimated $6.62K and leaving 39,745 shares worth $1.54M. The position accounts for 0.2% of the portfolio, ranked #112.

Excelsior Advisor Network first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Excelsior Advisor Network held 39,745 shares of Dimensional US Small Cap Value ETF worth $1.54M as of Q2 2026.
  • Excelsior Advisor Network sold 177 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $6.62K.
  • Dimensional US Small Cap Value ETF made up 0.2% of Excelsior Advisor Network's portfolio in Q2 2026, its #112 holding.
  • Excelsior Advisor Network first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.