FFM
DFSV

Forum Financial Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Forum Financial 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 		$5.21M Sell
134,376
-9,225
-6% -$345K 0.07% 48
2026
Q1 		$5.03M Buy
143,601
+3,129
+2% +$111K 0.07% 48
2025
Q4 		$4.62M Sell
140,472
-1,294
-0.9% -$41.6K 0.06% 66
2025
Q3 		$4.51M Sell
141,766
-25,525
-15% -$797K 0.06% 68
2025
Q2 		$4.92M Buy
167,291
+85,807
+105% +$2.38M 0.07% 56
2025
Q1 		$2.29M Buy
81,484
+32,194
+65% +$974K 0.04% 103
2024
Q4 		$1.52M Buy
+49,290
New +$1.56M 0.03% 153

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 $77.5B AUM 28.19% 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

Forum Financial Management's DFSV Position: Q2 2026 in Review

Forum Financial Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 6.4% in Q2 2026, selling an estimated $345K and leaving 134,376 shares worth $5.21M. The position accounts for 0.07% of the portfolio, ranked #48.

Forum Financial Management first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Forum Financial Management held 134,376 shares of Dimensional US Small Cap Value ETF worth $5.21M as of Q2 2026.
  • Forum Financial Management sold 9,225 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $345K.
  • Dimensional US Small Cap Value ETF made up 0.07% of Forum Financial Management's portfolio in Q2 2026, its #48 holding.
  • Forum Financial Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.