Grant Private Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Grant Private 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	$2.24M	Sell	57,727 -4,530	-7%	-$169K	0.94%	17
2026 Q1	$2.18M	Buy	62,257 +4,664	+8%	+$165K	1.16%	15
2025 Q4	$1.89M	Sell	57,593 -4,438	-7%	-$143K	1.14%	17
2025 Q3	$1.98M	Buy	+62,031	New	+$1.94M	1.22%	18
2025 Q2	–	Sell	-65,731	Closed	-$1.85M	–	87
2025 Q1	$1.85M	Buy	65,731 +218	+0.3%	+$6.6K	2%	12
2024 Q4	$2.02M	Buy	+65,513	New	+$2.07M	2.18%	9

Other funds holding DFSV

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Grant Private Wealth Management's DFSV Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 7.3% in Q2 2026, selling an estimated $169K and leaving 57,727 shares worth $2.24M. The position accounts for 0.94% of the portfolio, ranked #17.

Grant Private Wealth Management first reported a position in DFSV in Q4 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Grant Private Wealth Management held 57,727 shares of Dimensional US Small Cap Value ETF worth $2.24M as of Q2 2026.
Grant Private Wealth Management sold 4,530 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $169K.
Dimensional US Small Cap Value ETF made up 0.94% of Grant Private Wealth Management's portfolio in Q2 2026, its #17 holding.
Grant Private Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.