HWM
DFSV

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

HBE 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 		$1.31M Hold
33,788
– – 0.94% 19
2026
Q1 		$1.18M Buy
33,788
+691
+2% +$24.4K 1.03% 19
2025
Q4 		$1.09M Buy
+33,097
New +$1.06M 1.02% 20

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 27.94% 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

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

HBE Wealth Management held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 33,788 shares worth $1.31M. The position accounts for 0.94% of the portfolio, ranked #19.

HBE Wealth Management first reported a position in DFSV in Q4 2025 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • HBE Wealth Management held 33,788 shares of Dimensional US Small Cap Value ETF worth $1.31M as of Q2 2026.
  • HBE Wealth Management left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.94% of HBE Wealth Management's portfolio in Q2 2026, its #19 holding.
  • HBE Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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