FWM
DFSV

Forteris Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Forteris Wealth 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 		$232K Buy
+5,990
New +$224K 0.19% 68

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

Forteris Wealth Management's DFSV Position: Q2 2026 in Review

Forteris Wealth Management opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 5,990 shares worth $232K. The stake represents 0.19% of the portfolio and ranks #68 among its holdings.

391 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Forteris Wealth Management held 5,990 shares of Dimensional US Small Cap Value ETF worth $232K as of Q2 2026.
  • Dimensional US Small Cap Value ETF was a new Forteris Wealth Management position in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.19% of Forteris Wealth Management's portfolio in Q2 2026, its #68 holding.
  • 391 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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