GFPC
DFSV

Global Financial Private Client’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Global Financial Private Client’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 		$2.01M Buy
51,756
+19,121
+59% +$715K 0.54% 50
2026
Q1 		$1.14M Buy
32,635
+26,337
+418% +$931K 0.37% 81
2025
Q4 		$207K Buy
+6,298
New +$203K 0.07% 222
2025
Q2 		– Sell
-95
Closed -$2.67K – 573
2025
Q1 		$2.67K Hold
95
– – ﹤0.01% 798
2024
Q4 		$2.92K Buy
95
+20
+27% +$633 ﹤0.01% 689
2024
Q3 		$2.31K Buy
75
+20
+36% +$599 ﹤0.01% 706
2024
Q2 		$1.58K Buy
+55
New +$1.6K ﹤0.01% 592

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

Global Financial Private Client's DFSV Position: Q2 2026 in Review

Global Financial Private Client increased its Dimensional US Small Cap Value ETF (DFSV) stake by 59% in Q2 2026, buying an estimated $715K and bringing the position to 51,756 shares worth $2.01M. The position accounts for 0.54% of the portfolio, ranked #50.

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

  • Global Financial Private Client held 51,756 shares of Dimensional US Small Cap Value ETF worth $2.01M as of Q2 2026.
  • Global Financial Private Client bought 19,121 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $715K.
  • Dimensional US Small Cap Value ETF made up 0.54% of Global Financial Private Client's portfolio in Q2 2026, its #50 holding.
  • Global Financial Private Client first reported a position in Dimensional US Small Cap Value ETF in Q2 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 Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.