FFG
DFSV

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

Fiduciary 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 		$1.79M Sell
46,157
-857
-2% -$32K 0.2% 68
2026
Q1 		$1.65M Buy
47,014
+5,708
+14% +$202K 0.22% 64
2025
Q4 		$1.36M Sell
41,306
-76
-0.2% -$2.44K 0.19% 77
2025
Q3 		$1.32M Buy
41,382
+5,975
+17% +$187K 0.21% 70
2025
Q2 		$1.07M Sell
35,407
-321
-0.9% -$8.89K 0.19% 74
2025
Q1 		$893K Buy
+35,728
New +$1.08M 0.19% 72

Other funds holding DFSV

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
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
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 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

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

Fiduciary Financial Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.8% in Q2 2026, selling an estimated $32K and leaving 46,157 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #68.

Fiduciary Financial Group first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Fiduciary Financial Group held 46,157 shares of Dimensional US Small Cap Value ETF worth $1.79M as of Q2 2026.
  • Fiduciary Financial Group sold 857 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $32K.
  • Dimensional US Small Cap Value ETF made up 0.2% of Fiduciary Financial Group's portfolio in Q2 2026, its #68 holding.
  • Fiduciary Financial Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 297 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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