FWP
DFSV

Firethorn Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Firethorn Wealth Partners’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 		$2.11M Sell
60,115
-1,511
-2% -$53.4K 0.77% 29
2025
Q4 		$2.03M Sell
61,626
-116
-0.2% -$3.73K 0.76% 28
2025
Q3 		$1.97M Sell
61,742
-1,802
-3% -$56.3K 0.77% 28
2025
Q2 		$1.87M Sell
63,544
-1,045
-2% -$28.9K 0.81% 29
2025
Q1 		$1.82M Buy
64,589
+2,027
+3% +$61.3K 0.87% 28
2024
Q4 		$1.93M Sell
62,562
-1,910
-3% -$60.5K 0.96% 26
2024
Q3 		$1.99M Sell
64,472
-2,166
-3% -$64.9K 1.01% 25
2024
Q2 		$1.92M Buy
66,638
+8,354
+14% +$242K 1.08% 23
2024
Q1 		$1.75M Buy
58,284
+20,126
+53% +$574K 1.03% 25
2023
Q4 		$1.11M Buy
38,158
+27,070
+244% +$702K 0.73% 30
2023
Q3 		$281K Buy
+11,088
New +$293K 0.22% 90

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MG
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JFG
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Focus Partners Wealth
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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