Grove Street Fiduciary’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Grove Street Fiduciary’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	$1.54M	Sell	39,725 -2,415	-6%	-$90.3K	0.65%	26
2026 Q1	$1.48M	Hold	42,140	–	–	0.65%	25
2025 Q4	$1.39M	Sell	42,140 -783	-2%	-$25.2K	0.58%	28
2025 Q3	$1.37M	Sell	42,923 -834	-2%	-$26.1K	0.65%	27
2025 Q2	$1.29M	Hold	43,757	–	–	0.62%	25
2025 Q1	$1.23M	Sell	43,757 -12,265	-22%	-$371K	0.62%	26
2024 Q4	$1.72M	Buy	+56,022	New	+$1.77M	0.91%	23

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 $77.5B AUM 28.19% 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

Grove Street Fiduciary's DFSV Position: Q2 2026 in Review

Grove Street Fiduciary reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 5.7% in Q2 2026, selling an estimated $90.3K and leaving 39,725 shares worth $1.54M. The position accounts for 0.65% of the portfolio, ranked #26.

Grove Street Fiduciary first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q4 2024. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Grove Street Fiduciary held 39,725 shares of Dimensional US Small Cap Value ETF worth $1.54M as of Q2 2026.
Grove Street Fiduciary sold 2,415 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $90.3K.
Dimensional US Small Cap Value ETF made up 0.65% of Grove Street Fiduciary's portfolio in Q2 2026, its #26 holding.
Grove Street Fiduciary first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Grove Street Fiduciary's Dimensional US Small Cap Value ETF position peaked at $1.72M in Q4 2024.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.