Grunden Financial Advisory’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Grunden Financial Advisory’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
2025 Q4	$15.3M	Buy	464,053 +11,700	+3%	+$376K	5.96%	7
2025 Q3	$14.4M	Buy	452,353 +37,278	+9%	+$1.16M	5.86%	7
2025 Q2	$12.2M	Buy	415,075 +8,088	+2%	+$224K	5.39%	7
2025 Q1	$11.5M	Sell	406,987 -8,789	-2%	-$266K	5.57%	7
2024 Q4	$12.8M	Buy	415,776 +17,486	+4%	+$554K	6.18%	7
2024 Q3	$12.3M	Buy	398,290 +3,802	+1%	+$114K	6.02%	7
2024 Q2	$11.4M	Buy	394,488 +12,366	+3%	+$359K	5.93%	7
2024 Q1	$11.5M	Buy	382,122 +6,988	+2%	+$199K	6.12%	7
2023 Q4	$10.9M	Buy	+375,134	New	+$9.73M	6.14%	7

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Grunden Financial Advisory's DFSV Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.6% in Q4 2025, buying an estimated $376K and bringing the position to 464,053 shares worth $15.3M. The position accounts for 5.96% of the portfolio, ranked #7.

Grunden Financial Advisory first reported a position in DFSV in Q4 2023 and has held it in 9 quarters since. 524 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

Grunden Financial Advisory held 464,053 shares of Dimensional US Small Cap Value ETF worth $15.3M as of Q4 2025.
Grunden Financial Advisory bought 11,700 Dimensional US Small Cap Value ETF shares in Q4 2025, an estimated $376K.
Dimensional US Small Cap Value ETF made up 5.96% of Grunden Financial Advisory's portfolio in Q4 2025, its #7 holding.
Grunden Financial Advisory first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
524 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.