FFM
DFSV

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

Flagstone Financial Management’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 		$1.37M Sell
35,430
-1,888
-5% -$70.6K 0.31% 24
2026
Q1 		$1.31M Buy
37,318
+5,053
+16% +$179K 0.32% 23
2025
Q4 		$1.06M Hold
32,265
– – 0.27% 26
2025
Q3 		$1.03M Hold
32,265
– – 0.27% 25
2025
Q2 		$950K Buy
+32,265
New +$893K 0.27% 25
2025
Q1 		– Sell
-6,720
Closed -$207K – 55
2024
Q4 		$207K Buy
6,720
+133
+2% +$4.21K 0.07% 53
2024
Q3 		$203K Buy
+6,587
New +$197K 0.07% 52

Other funds holding DFSV

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
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
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

Flagstone Financial Management's DFSV Position: Q2 2026 in Review

Flagstone Financial Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 5.1% in Q2 2026, selling an estimated $70.6K and leaving 35,430 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #24.

Flagstone Financial Management first reported a position in DFSV in Q3 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Flagstone Financial Management held 35,430 shares of Dimensional US Small Cap Value ETF worth $1.37M as of Q2 2026.
  • Flagstone Financial Management sold 1,888 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $70.6K.
  • Dimensional US Small Cap Value ETF made up 0.31% of Flagstone Financial Management's portfolio in Q2 2026, its #24 holding.
  • Flagstone Financial Management first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.