FA
DFSV

Fiduciary Alliance’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Fiduciary Alliance’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 		$1.27M Sell
32,649
-215
-0.7% -$8.04K 0.09% 236
2026
Q1 		$1.19M Sell
32,864
-326
-1% -$11.5K 0.07% 240
2025
Q4 		$1.09M Buy
33,190
+1,007
+3% +$32.4K 0.07% 230
2025
Q3 		$1.02M Buy
32,183
+995
+3% +$31.1K 0.07% 232
2025
Q2 		$918K Buy
+31,188
New +$864K 0.07% 233

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Fiduciary Alliance's DFSV Position: Q2 2026 in Review

Fiduciary Alliance reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.65% in Q2 2026, selling an estimated $8.04K and leaving 32,649 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #236.

Fiduciary Alliance first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Fiduciary Alliance held 32,649 shares of Dimensional US Small Cap Value ETF worth $1.27M as of Q2 2026.
  • Fiduciary Alliance sold 215 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $8.04K.
  • Dimensional US Small Cap Value ETF made up 0.09% of Fiduciary Alliance's portfolio in Q2 2026, its #236 holding.
  • Fiduciary Alliance first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.