FCG
DFSV

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

Financial Connections 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
Q1 		$20K Buy
+586
New +$20.7K 0.01% 149
2023
Q1 		– Sell
-375
Closed -$9K – 256
2022
Q4 		$9K Buy
+375
New +$9.27K 0.01% 170

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Financial Connections Group's DFSV Position: Q1 2026 in Review

Financial Connections Group opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q1 2026: 586 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Financial Connections Group previously reported a position in DFSV as recently as Q4 2022.

Financial Connections Group first reported a position in DFSV in Q4 2022 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Financial Connections Group held 586 shares of Dimensional US Small Cap Value ETF worth $20K as of Q1 2026.
  • Dimensional US Small Cap Value ETF was a new Financial Connections Group position in Q1 2026.
  • Dimensional US Small Cap Value ETF made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #149 holding.
  • Financial Connections Group first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.