HWM
DFSV

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

HB 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 		$582K Hold
15,001
– – ﹤0.01% 1023
2026
Q1 		$526K Hold
15,001
– – ﹤0.01% 959
2025
Q4 		$493K Hold
15,001
– – ﹤0.01% 909
2025
Q3 		$478K Sell
15,001
-43
-0.3% -$1.34K ﹤0.01% 882
2025
Q2 		$443K Sell
15,044
-996
-6% -$27.6K ﹤0.01% 788
2025
Q1 		$452K Buy
+16,040
New +$485K ﹤0.01% 797

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 $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

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

HB Wealth Management held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 15,001 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

HB Wealth Management first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • HB Wealth Management held 15,001 shares of Dimensional US Small Cap Value ETF worth $582K as of Q2 2026.
  • HB Wealth Management left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1023 holding.
  • HB Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.