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

Fortress 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
2025 Q3	$204K	Buy	+6,393	New	+$200K	0.09%	74

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Fortress Wealth Management's DFSV Position: Q3 2025 in Review

Fortress Wealth Management opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q3 2025: 6,393 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #74 among its holdings.

462 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

Fortress Wealth Management held 6,393 shares of Dimensional US Small Cap Value ETF worth $204K as of Q3 2025.
Dimensional US Small Cap Value ETF was a new Fortress Wealth Management position in Q3 2025.
Dimensional US Small Cap Value ETF made up 0.09% of Fortress Wealth Management's portfolio in Q3 2025, its #74 holding.
462 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.