Focus Partners Wealth
DFSV

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

Focus Partners Wealth’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 		$158M Buy
4,501,394
+190,468
+4% +$6.73M 0.18% 128
2025
Q4 		$142M Buy
4,310,926
+728,129
+20% +$23.4M 0.16% 126
2025
Q3 		$114M Buy
3,582,797
+424,038
+13% +$13.2M 0.18% 101
2025
Q2 		$93M Buy
3,158,759
+875,728
+38% +$24.2M 0.2% 108
2025
Q1 		$64.3M Buy
2,283,031
+283,434
+14% +$8.58M 0.16% 132
2024
Q4 		$61.5M Buy
1,999,597
+211,597
+12% +$6.7M 0.16% 127
2024
Q3 		$55.1M Buy
+1,788,000
New +$53.6M 0.18% 124

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B 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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth's DFSV Position: Q1 2026 in Review

Focus Partners Wealth increased its Dimensional US Small Cap Value ETF (DFSV) stake by 4.4% in Q1 2026, buying an estimated $6.73M and bringing the position to 4,501,394 shares worth $158M. The position accounts for 0.18% of the portfolio, ranked #128.

Focus Partners Wealth first reported a position in DFSV in Q3 2024 and has held it in 7 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Focus Partners Wealth held 4,501,394 shares of Dimensional US Small Cap Value ETF worth $158M as of Q1 2026.
  • Focus Partners Wealth bought 190,468 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $6.73M.
  • Dimensional US Small Cap Value ETF made up 0.18% of Focus Partners Wealth's portfolio in Q1 2026, its #128 holding.
  • Focus Partners Wealth first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.