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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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 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. 583 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.
583 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.