HFS
DFSV

Horizon Financial Services’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Horizon Financial Services’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 		$28.9K Hold
744
– – 0.01% 206
2026
Q1 		$26.1K Buy
+744
New +$26.3K 0.01% 151

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
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
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

Horizon Financial Services's DFSV Position: Q2 2026 in Review

Horizon Financial Services held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 744 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #206.

Horizon Financial Services first reported a position in DFSV in Q1 2026 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Horizon Financial Services held 744 shares of Dimensional US Small Cap Value ETF worth $28.9K as of Q2 2026.
  • Horizon Financial Services left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #206 holding.
  • Horizon Financial Services first reported a position in Dimensional US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.