HighTower Advisors
DFSV

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

HighTower 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 		$31.3M Buy
805,623
+19,289
+2% +$721K 0.03% 505
2026
Q1 		$27.6M Sell
786,334
-94,743
-11% -$3.35M 0.03% 513
2025
Q4 		$29M Buy
881,077
+1,126
+0.1% +$36.2K 0.03% 499
2025
Q3 		$28M Buy
879,951
+42,750
+5% +$1.34M 0.03% 505
2025
Q2 		$24.6M Buy
837,201
+397,019
+90% +$11M 0.03% 508
2025
Q1 		$12.4M Buy
440,182
+25,095
+6% +$759K 0.02% 686
2024
Q4 		$12.8M Sell
415,087
-7,563
-2% -$239K 0.02% 661
2024
Q3 		$13M Buy
422,650
+30,260
+8% +$907K 0.02% 650
2024
Q2 		$11.3M Buy
392,390
+17,548
+5% +$509K 0.02% 669
2024
Q1 		$11.3M Sell
374,842
-5,813
-2% -$166K 0.02% 657
2023
Q4 		$11.1M Sell
380,655
-8,490
-2% -$220K 0.02% 666
2023
Q3 		$9.86M Buy
389,145
+2,653
+0.7% +$70K 0.02% 672
2023
Q2 		$9.94M Buy
386,492
+101,477
+36% +$2.48M 0.02% 648
2023
Q1 		$7.1M Buy
285,015
+65,745
+30% +$1.72M 0.02% 719
2022
Q4 		$5.43M Buy
219,270
+194,821
+797% +$4.82M 0.01% 815
2022
Q3 		$533K Sell
24,449
-1,327
-5% -$31.8K ﹤0.01% 1983
2022
Q2 		$583K Buy
+25,776
New +$629K ﹤0.01% 1949

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 28.19% 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

HighTower Advisors's DFSV Position: Q2 2026 in Review

HighTower Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.5% in Q2 2026, buying an estimated $721K and bringing the position to 805,623 shares worth $31.3M. The position accounts for 0.03% of the portfolio, ranked #505.

HighTower Advisors first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • HighTower Advisors held 805,623 shares of Dimensional US Small Cap Value ETF worth $31.3M as of Q2 2026.
  • HighTower Advisors bought 19,289 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $721K.
  • Dimensional US Small Cap Value ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #505 holding.
  • HighTower Advisors first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.