GVAG
DFSV

Great Valley Advisor Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Great Valley Advisor Group’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 		$2.06M Buy
53,183
+4,898
+10% +$183K 0.03% 397
2026
Q1 		$1.69M Buy
48,285
+6,882
+17% +$243K 0.03% 405
2025
Q4 		$1.36M Sell
41,403
-5,737
-12% -$185K 0.03% 430
2025
Q3 		$1.5M Buy
47,140
+5,057
+12% +$158K 0.03% 398
2025
Q2 		$1.24M Buy
42,083
+23,581
+127% +$653K 0.03% 422
2025
Q1 		$521K Buy
18,502
+10,879
+143% +$329K 0.01% 583
2024
Q4 		$234K Buy
+7,623
New +$241K 0.01% 766

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
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

Great Valley Advisor Group's DFSV Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 10% in Q2 2026, buying an estimated $183K and bringing the position to 53,183 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #397.

Great Valley Advisor Group first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Great Valley Advisor Group held 53,183 shares of Dimensional US Small Cap Value ETF worth $2.06M as of Q2 2026.
  • Great Valley Advisor Group bought 4,898 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $183K.
  • Dimensional US Small Cap Value ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #397 holding.
  • Great Valley Advisor Group first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.