GTWM
DFSV

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

Global Trust 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
2026
Q2 		$1.43M Buy
36,977
+10,957
+42% +$410K 0.99% 34
2026
Q1 		$912K Buy
26,020
+3,227
+14% +$114K 0.69% 40
2025
Q4 		$750K Buy
+22,793
New +$733K 0.56% 42

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 Trust Wealth Management's DFSV Position: Q2 2026 in Review

Global Trust Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 42% in Q2 2026, buying an estimated $410K and bringing the position to 36,977 shares worth $1.43M. The position accounts for 0.99% of the portfolio, ranked #34.

Global Trust Wealth Management first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Global Trust Wealth Management held 36,977 shares of Dimensional US Small Cap Value ETF worth $1.43M as of Q2 2026.
  • Global Trust Wealth Management bought 10,957 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $410K.
  • Dimensional US Small Cap Value ETF made up 0.99% of Global Trust Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Global Trust Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.