Graves Light Lenhart Wealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Graves Light Lenhart Wealth’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	$765K	Buy	19,732 +47	+0.2%	+$1.76K	0.07%	103
2026 Q1	$690K	Buy	19,685 +44	+0.2%	+$1.55K	0.07%	101
2025 Q4	$646K	Buy	19,641 +58	+0.3%	+$1.86K	0.07%	105
2025 Q3	$624K	Buy	19,583 +59	+0.3%	+$1.84K	0.07%	104
2025 Q2	$575K	Buy	19,524 +59	+0.3%	+$1.63K	0.07%	107
2025 Q1	$548K	Buy	19,465 +35	+0.2%	+$1.06K	0.07%	107
2024 Q4	$598K	Buy	19,430 +55	+0.3%	+$1.74K	0.07%	104
2024 Q3	$597K	Buy	19,375 +40	+0.2%	+$1.2K	0.07%	102
2024 Q2	$551K	Buy	19,335 +50	+0.3%	+$1.45K	0.06%	106
2024 Q1	$580K	Buy	19,285 +679	+4%	+$19.4K	0.07%	103
2023 Q4	$542K	Buy	18,606 +1,978	+12%	+$51.3K	0.07%	106
2023 Q3	$410K	Buy	16,628 +3,858	+30%	+$102K	0.06%	116
2023 Q2	$328K	Hold	12,770	–	–	0.04%	135
2023 Q1	$318K	Hold	12,770	–	–	0.05%	125
2022 Q4	$316K	Hold	12,770	–	–	0.05%	131
2022 Q3	$278K	Buy	12,770 +12,000	+1,558%	+$287K	0.05%	138
2022 Q2	$17K	Buy	+770	New	+$18.8K	﹤0.01%	436

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

Graves Light Lenhart Wealth's DFSV Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.24% in Q2 2026, buying an estimated $1.76K and bringing the position to 19,732 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #103.

Graves Light Lenhart Wealth first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Graves Light Lenhart Wealth held 19,732 shares of Dimensional US Small Cap Value ETF worth $765K as of Q2 2026.
Graves Light Lenhart Wealth bought 47 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.76K.
Dimensional US Small Cap Value ETF made up 0.07% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #103 holding.
Graves Light Lenhart Wealth first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.