HR
DFSV

Howe & Rusling’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Howe & Rusling’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
2025
Q2 		– Sell
-60
Closed -$1.69K – 473
2025
Q1 		$1.69K Buy
+60
New +$1.82K ﹤0.01% 425
2024
Q4 		– Sell
-60
Closed -$1.85K – 419
2024
Q3 		$1.85K Hold
60
– – ﹤0.01% 390
2024
Q2 		$1.73K Hold
60
– – ﹤0.01% 355
2024
Q1 		$1.81K Buy
+60
New +$1.71K ﹤0.01% 379

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Howe & Rusling's DFSV Position: Q2 2025 in Review

Howe & Rusling sold out of Dimensional US Small Cap Value ETF (DFSV) in Q2 2025, closing a stake of 60 shares — an estimated $1.69K sold.

Howe & Rusling first reported a position in DFSV in Q1 2024 and held it in 4 quarters. The position peaked at $1.85K in Q3 2024. 448 funds tracked by Wall St. Rank hold DFSV as of Q2 2025.

  • Howe & Rusling reported no remaining Dimensional US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Howe & Rusling sold 60 Dimensional US Small Cap Value ETF shares in Q2 2025, an estimated $1.69K.
  • Howe & Rusling first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and held it in 4 quarters.
  • Howe & Rusling's Dimensional US Small Cap Value ETF position peaked at $1.85K in Q3 2024.
  • 448 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2025.

Based on Howe & Rusling's 13F filing for Q2 2025, filed 12 Aug 2025.