HWM
DFSV

Hassell Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Hassell Wealth Management’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 		$29.4M Buy
770,951
+8,296
+1% +$310K 9.03% 3
2026
Q1 		$26.7M Buy
762,655
+10,995
+1% +$389K 8.97% 3
2025
Q4 		$26.2M Buy
751,660
+5,125
+0.7% +$165K 8.78% 4
2025
Q3 		$23.8M Buy
746,535
+16,678
+2% +$521K 8.25% 5
2025
Q2 		$22.7M Buy
729,857
+44,638
+7% +$1.24M 8.31% 5
2025
Q1 		$17.5M Buy
685,219
+46,595
+7% +$1.41M 7.47% 5
2024
Q4 		$20.3M Sell
638,624
-18,108
-3% -$573K 8.19% 5
2024
Q3 		$20M Buy
656,732
+57,640
+10% +$1.73M 8.36% 3
2024
Q2 		$18.9M Buy
599,092
+44,010
+8% +$1.28M 8.46% 3
2024
Q1 		$16M Buy
555,082
+11,217
+2% +$320K 10.16% 3
2023
Q4 		$15.7M Buy
543,865
+351
+0.1% +$9.11K 10.56% 3
2023
Q3 		$12.9M Buy
543,514
+21,040
+4% +$555K 9.39% 4
2023
Q2 		$13.8M Buy
522,474
+44,622
+9% +$1.09M 9.47% 4
2023
Q1 		$11.4M Buy
477,852
+61,958
+15% +$1.62M 8.4% 4
2022
Q4 		$11M Buy
+415,894
New +$10.3M 8.25% 5

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Hassell Wealth Management's DFSV Position: Q2 2026 in Review

Hassell Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.1% in Q2 2026, buying an estimated $310K and bringing the position to 770,951 shares worth $29.4M. The position accounts for 9.03% of the portfolio, ranked #3.

Hassell Wealth Management first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 217 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Hassell Wealth Management held 770,951 shares of Dimensional US Small Cap Value ETF worth $29.4M as of Q2 2026.
  • Hassell Wealth Management bought 8,296 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $310K.
  • Dimensional US Small Cap Value ETF made up 9.03% of Hassell Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Hassell Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 217 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.