HSWS
DFSV

Higgins & Schmidt Wealth Strategies’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$941K Sell
24,261
-779
-3% -$29.1K 0.39% 29
2026
Q1 		$877K Buy
25,040
+1,054
+4% +$37.3K 0.4% 29
2025
Q4 		$789K Buy
23,986
+909
+4% +$29.2K 0.37% 27
2025
Q3 		$735K Hold
23,077
– – 0.37% 27
2025
Q2 		$679K Buy
+23,077
New +$639K 0.38% 27

Other funds holding DFSV

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's DFSV Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 3.1% in Q2 2026, selling an estimated $29.1K and leaving 24,261 shares worth $941K. The position accounts for 0.39% of the portfolio, ranked #29.

Higgins & Schmidt Wealth Strategies first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 24,261 shares of Dimensional US Small Cap Value ETF worth $941K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 779 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $29.1K.
  • Dimensional US Small Cap Value ETF made up 0.39% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #29 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.