Focus Partners Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$93M Buy
3,158,759
+875,728
+38% +$25.8M 0.2% 108
2025
Q1 		$64.3M Buy
2,283,031
+283,434
+14% +$7.98M 0.16% 132
2024
Q4 		$61.5M Buy
1,999,597
+211,597
+12% +$6.51M 0.16% 127
2024
Q3 		$55.1M Buy
+1,788,000
New +$55.1M 0.18% 124