HFG Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

HFG Advisors’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 Q1	$1.69M	Buy	48,299 +1,524	+3%	+$53.9K	1.19%	23
2025 Q4	$1.54M	Buy	46,775 +1,831	+4%	+$58.9K	1.11%	26
2025 Q3	$1.43M	Buy	44,944 +1,050	+2%	+$32.8K	1.06%	27
2025 Q2	$1.29M	Buy	43,894 +4,311	+11%	+$119K	1.02%	27
2025 Q1	$1.11M	Buy	39,583 +839	+2%	+$25.4K	0.95%	30
2024 Q4	$1.19M	Sell	38,744 -769	-2%	-$24.4K	1.04%	29
2024 Q3	$1.22M	Buy	39,513 +538	+1%	+$16.1K	1.08%	25
2024 Q2	$1.12M	Buy	38,975 +1,922	+5%	+$55.8K	1.05%	27
2024 Q1	$1.12M	Buy	+37,053	New	+$1.06M	0.99%	25

Other funds holding DFSV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

HFG Advisors's DFSV Position: Q1 2026 in Review

HFG Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3.3% in Q1 2026, buying an estimated $53.9K and bringing the position to 48,299 shares worth $1.69M. The position accounts for 1.19% of the portfolio, ranked #23.

HFG Advisors first reported a position in DFSV in Q1 2024 and has held it in 9 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

HFG Advisors held 48,299 shares of Dimensional US Small Cap Value ETF worth $1.69M as of Q1 2026.
HFG Advisors bought 1,524 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $53.9K.
Dimensional US Small Cap Value ETF made up 1.19% of HFG Advisors's portfolio in Q1 2026, its #23 holding.
HFG Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.