HA
DFSV

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
Q2 		$1.93M Buy
49,873
+1,574
+3% +$58.8K 1.21% 21
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

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 $72.2B AUM 27.85% 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

HFG Advisors's DFSV Position: Q2 2026 in Review

HFG Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3.3% in Q2 2026, buying an estimated $58.8K and bringing the position to 49,873 shares worth $1.93M. The position accounts for 1.21% of the portfolio, ranked #21.

HFG Advisors first reported a position in DFSV in Q1 2024 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • HFG Advisors held 49,873 shares of Dimensional US Small Cap Value ETF worth $1.93M as of Q2 2026.
  • HFG Advisors bought 1,574 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $58.8K.
  • Dimensional US Small Cap Value ETF made up 1.21% of HFG Advisors's portfolio in Q2 2026, its #21 holding.
  • HFG Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.