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

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

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return