FFO
DFSV

Fortitude Family Office’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Fortitude Family Office’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 		$336K Sell
8,658
-1,565
-15% -$58.5K 0.07% 108
2026
Q1 		$358K Hold
10,223
– – 0.08% 101
2025
Q4 		$336K Sell
10,223
-160
-2% -$5.15K 0.08% 115
2025
Q3 		$331K Sell
10,383
-229
-2% -$7.15K 0.09% 109
2025
Q2 		$312K Buy
+10,612
New +$294K 0.1% 104

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Fortitude Family Office's DFSV Position: Q2 2026 in Review

Fortitude Family Office reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 15% in Q2 2026, selling an estimated $58.5K and leaving 8,658 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #108.

Fortitude Family Office first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q1 2026. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Fortitude Family Office held 8,658 shares of Dimensional US Small Cap Value ETF worth $336K as of Q2 2026.
  • Fortitude Family Office sold 1,565 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $58.5K.
  • Dimensional US Small Cap Value ETF made up 0.07% of Fortitude Family Office's portfolio in Q2 2026, its #108 holding.
  • Fortitude Family Office first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's Dimensional US Small Cap Value ETF position peaked at $358K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.