FIM
DFSV

Freedom Investment Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Freedom Investment 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 		$10.5M Sell
270,084
-18,112
-6% -$677K 2.92% 11
2026
Q1 		$10.1M Sell
288,196
-18,322
-6% -$648K 3% 10
2025
Q4 		$10.1M Sell
306,518
-9,603
-3% -$309K 2.93% 10
2025
Q3 		$10.1M Sell
316,121
-24,522
-7% -$766K 2.66% 10
2025
Q2 		$10M Buy
340,643
+46,382
+16% +$1.28M 0.8% 24
2025
Q1 		$8.28M Buy
294,261
+349
+0.1% +$10.6K 0.7% 27
2024
Q4 		$9.05M Sell
293,912
-21,168
-7% -$670K 0.75% 28
2024
Q3 		$9.7M Sell
315,080
-1,113
-0.4% -$33.4K 0.77% 25
2024
Q2 		$9.1M Buy
316,193
+3,580
+1% +$104K 0.75% 28
2024
Q1 		$9.41M Sell
312,613
-17,636
-5% -$503K 0.75% 25
2023
Q4 		$9.62M Buy
+330,249
New +$8.57M 0.78% 24

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

Freedom Investment Management's DFSV Position: Q2 2026 in Review

Freedom Investment Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 6.3% in Q2 2026, selling an estimated $677K and leaving 270,084 shares worth $10.5M. The position accounts for 2.92% of the portfolio, ranked #11.

Freedom Investment Management first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Freedom Investment Management held 270,084 shares of Dimensional US Small Cap Value ETF worth $10.5M as of Q2 2026.
  • Freedom Investment Management sold 18,112 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $677K.
  • Dimensional US Small Cap Value ETF made up 2.92% of Freedom Investment Management's portfolio in Q2 2026, its #11 holding.
  • Freedom Investment Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.