HWM
DFSV

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

Hemington 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
2025
Q3 		$176K Sell
5,541
-336
-6% -$10.5K 0.02% 161
2025
Q2 		$172K Sell
5,877
-49,407
-89% -$1.37M 0.02% 148
2025
Q1 		$1.56M Sell
55,284
-93,036
-63% -$2.82M 0.24% 35
2024
Q4 		$4.57M Buy
148,320
+7,054
+5% +$223K 1.15% 18
2024
Q3 		$4.29M Buy
141,266
+66,283
+88% +$1.99M 1.16% 19
2024
Q2 		$2.16M Buy
74,983
+31,357
+72% +$910K 0.73% 28
2024
Q1 		$1.31M Buy
+43,626
New +$1.24M 0.48% 34

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Hemington Wealth Management's DFSV Position: Q3 2025 in Review

Hemington Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 5.7% in Q3 2025, selling an estimated $10.5K and leaving 5,541 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #161.

Hemington Wealth Management first reported a position in DFSV in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.57M in Q4 2024. 461 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

  • Hemington Wealth Management held 5,541 shares of Dimensional US Small Cap Value ETF worth $176K as of Q3 2025.
  • Hemington Wealth Management sold 336 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $10.5K.
  • Dimensional US Small Cap Value ETF made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #161 holding.
  • Hemington Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
  • Hemington Wealth Management's Dimensional US Small Cap Value ETF position peaked at $4.57M in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.