IFG
DFSV

Independent Financial Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Independent Financial Group’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
-9,896
Closed -$279K – 1312
2025
Q1 		$279K Buy
9,896
+151
+2% +$4.57K 0.01% 961
2024
Q4 		$300K Buy
9,745
+377
+4% +$11.9K 0.01% 901
2024
Q3 		$289K Buy
9,368
+264
+3% +$7.91K 0.01% 897
2024
Q2 		$262K Buy
9,104
+76
+0.8% +$2.21K 0.01% 892
2024
Q1 		$272K Buy
9,028
+131
+1% +$3.74K 0.01% 831
2023
Q4 		$259K Buy
+8,897
New +$231K 0.01% 789

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

Independent Financial Group's DFSV Position: Q2 2025 in Review

Independent Financial Group sold out of Dimensional US Small Cap Value ETF (DFSV) in Q2 2025, closing a stake of 9,896 shares — an estimated $279K sold.

Independent Financial Group first reported a position in DFSV in Q4 2023 and held it in 6 quarters. The position peaked at $300K in Q4 2024. 448 funds tracked by Wall St. Rank hold DFSV as of Q2 2025.

  • Independent Financial Group reported no remaining Dimensional US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 9,896 Dimensional US Small Cap Value ETF shares in Q2 2025, an estimated $279K.
  • Independent Financial Group first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and held it in 6 quarters.
  • Independent Financial Group's Dimensional US Small Cap Value ETF position peaked at $300K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.