GHA
DFSV

Granite Harbor Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Granite Harbor Advisors’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
2025
Q3 		– Sell
-24,956
Closed -$734K – 131
2025
Q2 		$734K Buy
+24,956
New +$691K 0.34% 61
2024
Q1 		– Sell
-6,908
Closed -$201K – 81
2023
Q4 		$201K Buy
+6,908
New +$179K 0.15% 74

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Granite Harbor Advisors's DFSV Position: Q3 2025 in Review

Granite Harbor Advisors sold out of Dimensional US Small Cap Value ETF (DFSV) in Q3 2025, closing a stake of 24,956 shares — an estimated $734K sold.

Granite Harbor Advisors first reported a position in DFSV in Q4 2023 and held it in 2 quarters. The position peaked at $734K in Q2 2025. 461 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

  • Granite Harbor Advisors reported no remaining Dimensional US Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Granite Harbor Advisors sold 24,956 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $734K.
  • Granite Harbor Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • Granite Harbor Advisors's Dimensional US Small Cap Value ETF position peaked at $734K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on Granite Harbor Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.