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
Q2 		$2.27M Sell
58,501
-1,614
-3% -$60.3K 0.73% 31
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

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
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

Firethorn Wealth Partners's DFSV Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.7% in Q2 2026, selling an estimated $60.3K and leaving 58,501 shares worth $2.27M. The position accounts for 0.73% of the portfolio, ranked #31.

Firethorn Wealth Partners first reported a position in DFSV in Q3 2023 and has held it in 12 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Firethorn Wealth Partners held 58,501 shares of Dimensional US Small Cap Value ETF worth $2.27M as of Q2 2026.
  • Firethorn Wealth Partners sold 1,614 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $60.3K.
  • Dimensional US Small Cap Value ETF made up 0.73% of Firethorn Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Firethorn Wealth Partners first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.