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 Q2	$777K	Sell	20,026 -2,054	-9%	-$76.8K	0.57%	22
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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Golden Bell Financial Planning's DFSV Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 9.3% in Q2 2026, selling an estimated $76.8K and leaving 20,026 shares worth $777K. The position accounts for 0.57% of the portfolio, ranked #22.

Golden Bell Financial Planning first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Golden Bell Financial Planning held 20,026 shares of Dimensional US Small Cap Value ETF worth $777K as of Q2 2026.
Golden Bell Financial Planning sold 2,054 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $76.8K.
Dimensional US Small Cap Value ETF made up 0.57% of Golden Bell Financial Planning's portfolio in Q2 2026, its #22 holding.
Golden Bell Financial Planning first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.