FFS
DFSV

Founders Financial Securities’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Founders Financial Securities’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 		$2.02M Buy
52,145
+265
+0.5% +$9.9K 0.1% 190
2026
Q1 		$1.89M Buy
51,880
+1,204
+2% +$42.6K 0.11% 186
2025
Q4 		$1.67M Buy
50,676
+11,205
+28% +$360K 0.1% 193
2025
Q3 		$1.26M Buy
39,471
+21,357
+118% +$667K 0.09% 213
2025
Q2 		$533K Buy
18,114
+2,337
+15% +$64.7K 0.04% 332
2025
Q1 		$420K Buy
15,777
+3,030
+24% +$91.7K 0.04% 342
2024
Q4 		$392K Buy
12,747
+2,250
+21% +$71.2K 0.04% 340
2024
Q3 		$323K Buy
10,497
+2,436
+30% +$73K 0.03% 351
2024
Q2 		$232K Buy
+8,061
New +$234K 0.02% 386

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

Founders Financial Securities's DFSV Position: Q2 2026 in Review

Founders Financial Securities increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.51% in Q2 2026, buying an estimated $9.9K and bringing the position to 52,145 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #190.

Founders Financial Securities first reported a position in DFSV in Q2 2024 and has held it in 9 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Founders Financial Securities held 52,145 shares of Dimensional US Small Cap Value ETF worth $2.02M as of Q2 2026.
  • Founders Financial Securities bought 265 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $9.9K.
  • Dimensional US Small Cap Value ETF made up 0.1% of Founders Financial Securities's portfolio in Q2 2026, its #190 holding.
  • Founders Financial Securities first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.