HIGP
DFSV

Hill Investment Group Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Hill Investment Group Partners’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 		$5.14M Sell
132,469
-2,148
-2% -$80.3K 0.52% 17
2026
Q1 		$4.72M Buy
134,617
+96
+0.1% +$3.39K 0.52% 17
2025
Q4 		$4.42M Hold
134,521
– – 0.53% 16
2025
Q3 		$4.28M Buy
134,521
+296
+0.2% +$9.25K 0.52% 16
2025
Q2 		$3.95M Buy
134,225
+36,052
+37% +$998K 0.51% 17
2025
Q1 		$2.76M Sell
98,173
-143,740
-59% -$4.35M 0.38% 19
2024
Q4 		$7.45M Sell
241,913
-14,750
-6% -$467K 1% 19
2024
Q3 		$7.31M Buy
256,663
+1,684
+0.7% +$50.5K 1.02% 19
2024
Q2 		$7.92M Sell
254,979
-18,903
-7% -$549K 1.07% 19
2024
Q1 		$8.24M Sell
273,882
-14,173
-5% -$404K 1.16% 18
2023
Q4 		$8.39M Buy
288,055
+19,092
+7% +$495K 1.23% 16
2023
Q3 		$6.82M Buy
268,963
+15,397
+6% +$406K 1.13% 15
2023
Q2 		$6.52M Buy
253,566
+169,641
+202% +$4.15M 1.17% 15
2023
Q1 		$2.09M Hold
83,925
– – 0.41% 23
2022
Q4 		$2.08M Buy
83,925
+31,444
+60% +$777K 0.5% 22
2022
Q3 		$1.14M Buy
52,481
+8,880
+20% +$213K 0.33% 26
2022
Q2 		$984K Buy
+43,601
New +$1.06M 0.27% 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

Hill Investment Group Partners's DFSV Position: Q2 2026 in Review

Hill Investment Group Partners reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.6% in Q2 2026, selling an estimated $80.3K and leaving 132,469 shares worth $5.14M. The position accounts for 0.52% of the portfolio, ranked #17.

Hill Investment Group Partners first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.39M in Q4 2023. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Hill Investment Group Partners held 132,469 shares of Dimensional US Small Cap Value ETF worth $5.14M as of Q2 2026.
  • Hill Investment Group Partners sold 2,148 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $80.3K.
  • Dimensional US Small Cap Value ETF made up 0.52% of Hill Investment Group Partners's portfolio in Q2 2026, its #17 holding.
  • Hill Investment Group Partners first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Hill Investment Group Partners's Dimensional US Small Cap Value ETF position peaked at $8.39M in Q4 2023.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Hill Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.