HFA
DFSV

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

Hippocratic Financial 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 		$7.34M Buy
189,323
+4,620
+3% +$173K 2.77% 9
2026
Q1 		$6.47M Buy
184,703
+4,606
+3% +$163K 2.84% 9
2025
Q4 		$5.92M Buy
180,097
+4,733
+3% +$152K 2.73% 9
2025
Q3 		$5.58M Buy
175,364
+1,088
+0.6% +$34K 2.69% 9
2025
Q2 		$5.13M Buy
174,276
+375
+0.2% +$10.4K 2.74% 9
2025
Q1 		$4.9M Buy
173,901
+20,074
+13% +$607K 2.91% 9
2024
Q4 		$4.73M Buy
+153,827
New +$4.87M 3.29% 8

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

Hippocratic Financial Advisors's DFSV Position: Q2 2026 in Review

Hippocratic Financial Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.5% in Q2 2026, buying an estimated $173K and bringing the position to 189,323 shares worth $7.34M. The position accounts for 2.77% of the portfolio, ranked #9.

Hippocratic Financial Advisors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Hippocratic Financial Advisors held 189,323 shares of Dimensional US Small Cap Value ETF worth $7.34M as of Q2 2026.
  • Hippocratic Financial Advisors bought 4,620 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $173K.
  • Dimensional US Small Cap Value ETF made up 2.77% of Hippocratic Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Hippocratic Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Hippocratic Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.