HW
DFSV

Hancock Whitney’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Hancock Whitney’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 		$330K Sell
8,514
-180
-2% -$6.73K 0.01% 650
2026
Q1 		$305K Sell
8,694
-4,599
-35% -$163K 0.01% 654
2025
Q4 		$437K Buy
13,293
+4,784
+56% +$154K 0.01% 586
2025
Q3 		$271K Buy
8,509
+623
+8% +$19.5K ﹤0.01% 687
2025
Q2 		$232K Buy
+7,886
New +$218K ﹤0.01% 710

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

Hancock Whitney's DFSV Position: Q2 2026 in Review

Hancock Whitney reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.1% in Q2 2026, selling an estimated $6.73K and leaving 8,514 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #650.

Hancock Whitney first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $437K in Q4 2025. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Hancock Whitney held 8,514 shares of Dimensional US Small Cap Value ETF worth $330K as of Q2 2026.
  • Hancock Whitney sold 180 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $6.73K.
  • Dimensional US Small Cap Value ETF made up 0.01% of Hancock Whitney's portfolio in Q2 2026, its #650 holding.
  • Hancock Whitney first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Hancock Whitney's Dimensional US Small Cap Value ETF position peaked at $437K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.