GBFP
DFSV

Golden Bell Financial Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Golden Bell Financial Planning’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
Q1 		$774K Sell
22,080
-549
-2% -$19.4K 0.62% 21
2025
Q4 		$744K Sell
22,629
-544
-2% -$17.5K 0.62% 22
2025
Q3 		$738K Buy
23,173
+1,432
+7% +$44.7K 0.64% 21
2025
Q2 		$640K Buy
21,741
+7,654
+54% +$212K 0.6% 22
2025
Q1 		$397K Hold
14,087
– – 0.39% 25
2024
Q4 		$434K Buy
+14,087
New +$446K 0.44% 24

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Golden Bell Financial Planning's DFSV Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.4% in Q1 2026, selling an estimated $19.4K and leaving 22,080 shares worth $774K. The position accounts for 0.62% of the portfolio, ranked #21.

Golden Bell Financial Planning first reported a position in DFSV in Q4 2024 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Golden Bell Financial Planning held 22,080 shares of Dimensional US Small Cap Value ETF worth $774K as of Q1 2026.
  • Golden Bell Financial Planning sold 549 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $19.4K.
  • Dimensional US Small Cap Value ETF made up 0.62% of Golden Bell Financial Planning's portfolio in Q1 2026, its #21 holding.
  • Golden Bell Financial Planning first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.