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

HMV Wealth 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	$2.35M	Buy	60,555 +10,695	+21%	+$400K	0.91%	24
2026 Q1	$1.75M	Buy	49,860 +19,400	+64%	+$686K	0.82%	24
2025 Q4	$1M	Sell	30,460 -5,445	-15%	-$175K	0.5%	31
2025 Q3	$1.14M	Buy	35,905 +1,000	+3%	+$31.2K	0.63%	31
2025 Q2	$1.03M	Sell	34,905 -7,900	-18%	-$219K	0.67%	30
2025 Q1	$1.2M	Sell	42,805 -215	-0.5%	-$6.51K	0.96%	31
2024 Q4	$1.32M	Buy	+43,020	New	+$1.36M	1.33%	24

Other funds holding DFSV

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

Evanson Financial Mclean, Virginia $2.04B AUM

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HMV Wealth Advisors's DFSV Position: Q2 2026 in Review

HMV Wealth Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 21% in Q2 2026, buying an estimated $400K and bringing the position to 60,555 shares worth $2.35M. The position accounts for 0.91% of the portfolio, ranked #24.

HMV Wealth Advisors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

HMV Wealth Advisors held 60,555 shares of Dimensional US Small Cap Value ETF worth $2.35M as of Q2 2026.
HMV Wealth Advisors bought 10,695 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $400K.
Dimensional US Small Cap Value ETF made up 0.91% of HMV Wealth Advisors's portfolio in Q2 2026, its #24 holding.
HMV Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
217 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.