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

Financial Symmetry’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	$4.93M	Buy	126,954 +2,727	+2%	+$102K	1.64%	13
2026 Q1	$4.68M	Buy	124,227 +14,961	+14%	+$529K	1.66%	13
2025 Q4	$3.59M	Buy	109,266 +3,209	+3%	+$103K	1.47%	13
2025 Q3	$3.38M	Buy	106,057 +14,493	+16%	+$453K	1.52%	12
2025 Q2	$2.69M	Buy	91,564 +3,931	+4%	+$109K	1.39%	13
2025 Q1	$2.47M	Buy	87,633 +4,559	+5%	+$138K	1.52%	14
2024 Q4	$2.56M	Sell	83,074 -3,818	-4%	-$121K	1.73%	12
2024 Q3	$2.68M	Buy	86,892 +4,288	+5%	+$129K	1.87%	11
2024 Q2	$2.38M	Buy	82,604 +12,396	+18%	+$360K	1.85%	12
2024 Q1	$2.11M	Buy	70,208 +3,655	+5%	+$104K	1.85%	10
2023 Q4	$1.89M	Buy	+66,553	New	+$1.73M	1.86%	11

Other funds holding DFSV

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

Evanson Financial Mclean, Virginia $2.04B AUM

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 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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Financial Symmetry's DFSV Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.2% in Q2 2026, buying an estimated $102K and bringing the position to 126,954 shares worth $4.93M. The position accounts for 1.64% of the portfolio, ranked #13.

Financial Symmetry first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Financial Symmetry held 126,954 shares of Dimensional US Small Cap Value ETF worth $4.93M as of Q2 2026.
Financial Symmetry bought 2,727 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $102K.
Dimensional US Small Cap Value ETF made up 1.64% of Financial Symmetry's portfolio in Q2 2026, its #13 holding.
Financial Symmetry first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
281 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.