Financial Engines Advisors
DFSV

Financial Engines Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Financial Engines Advisors’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 		$12M Buy
342,025
+8,237
+2% +$291K 0.02% 99
2025
Q4 		$11M Buy
333,788
+2,940
+0.9% +$94.6K 0.02% 103
2025
Q3 		$10.5M Buy
330,848
+16,792
+5% +$525K 0.02% 105
2025
Q2 		$9.24M Buy
314,056
+187,782
+149% +$5.2M 0.02% 103
2025
Q1 		$3.55M Sell
126,274
-36,131
-22% -$1.09M 0.01% 156
2024
Q4 		$5M Buy
162,405
+73,583
+83% +$2.33M 0.01% 139
2024
Q3 		$2.74M Sell
88,822
-1,342
-1% -$40.2K 0.01% 165
2024
Q2 		$2.59M Buy
+90,164
New +$2.62M 0.01% 157

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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 $8.34B AUM 19.68% 1-Year Est. Return