FAG
DFSV

Financial Architects (Georgia)’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Financial Architects (Georgia)’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 		$12.4M Buy
320,155
+2,805
+0.9% +$105K 5.96% 6
2026
Q1 		$11.1M Sell
317,350
-3,640
-1% -$129K 5.87% 7
2025
Q4 		$10.6M Buy
320,990
+16,625
+5% +$535K 5.68% 7
2025
Q3 		$9.69M Buy
304,365
+6,445
+2% +$201K 5.51% 6
2025
Q2 		$8.77M Sell
297,920
-10,775
-3% -$298K 5.33% 6
2025
Q1 		$8.69M Buy
308,695
+40,370
+15% +$1.22M 5.55% 6
2024
Q4 		$8.26M Sell
268,325
-11,870
-4% -$376K 5.29% 6
2024
Q3 		$8.63M Buy
280,195
+2,565
+0.9% +$76.9K 5.56% 6
2024
Q2 		$7.99M Buy
277,630
+10,125
+4% +$294K 5.43% 6
2024
Q1 		$8.05M Buy
267,505
+23,960
+10% +$683K 5.57% 6
2023
Q4 		$7.09M Buy
+243,545
New +$6.32M 5.59% 6

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 $72.2B AUM 27.85% 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

Financial Architects (Georgia)'s DFSV Position: Q2 2026 in Review

Financial Architects (Georgia) increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.88% in Q2 2026, buying an estimated $105K and bringing the position to 320,155 shares worth $12.4M. The position accounts for 5.96% of the portfolio, ranked #6.

Financial Architects (Georgia) first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Financial Architects (Georgia) held 320,155 shares of Dimensional US Small Cap Value ETF worth $12.4M as of Q2 2026.
  • Financial Architects (Georgia) bought 2,805 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $105K.
  • Dimensional US Small Cap Value ETF made up 5.96% of Financial Architects (Georgia)'s portfolio in Q2 2026, its #6 holding.
  • Financial Architects (Georgia) first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.