First Command Advisory Services’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

First Command Advisory Services’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
2025 Q3	–	Sell	-9	Closed	-$265	–	626
2025 Q2	$265	Buy	+9	New	+$249	﹤0.01%	589

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

First Command Advisory Services's DFSV Position: Q3 2025 in Review

First Command Advisory Services sold out of Dimensional US Small Cap Value ETF (DFSV) in Q3 2025, closing a stake of 9 shares — an estimated $265 sold.

First Command Advisory Services first reported a position in DFSV in Q2 2025 and held it in 1 quarter. The position peaked at $265 in Q2 2025. 462 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

First Command Advisory Services reported no remaining Dimensional US Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
First Command Advisory Services sold 9 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $265.
First Command Advisory Services first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and held it in 1 quarter.
First Command Advisory Services's Dimensional US Small Cap Value ETF position peaked at $265 in Q2 2025.
462 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on First Command Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.