FPI
DFSV

Financial Plan Inc’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Financial Plan Inc’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 		$904K Buy
25,804
+115
+0.4% +$4.06K 0.1% 49
2025
Q4 		$845K Buy
+25,689
New +$826K 0.1% 49

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 $69.9B AUM 22.19% 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 $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B 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 $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 Plan Inc's DFSV Position: Q1 2026 in Review

Financial Plan Inc increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.45% in Q1 2026, buying an estimated $4.06K and bringing the position to 25,804 shares worth $904K. The position accounts for 0.1% of the portfolio, ranked #49.

Financial Plan Inc first reported a position in DFSV in Q4 2025 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Financial Plan Inc held 25,804 shares of Dimensional US Small Cap Value ETF worth $904K as of Q1 2026.
  • Financial Plan Inc bought 115 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $4.06K.
  • Dimensional US Small Cap Value ETF made up 0.1% of Financial Plan Inc's portfolio in Q1 2026, its #49 holding.
  • Financial Plan Inc first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.