Index Fund Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Index Fund 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	$110M	Buy	2,844,072 +82,296	+3%	+$3.08M	4.38%	6
2026 Q1	$96.8M	Buy	2,761,776 +204,909	+8%	+$7.24M	4.35%	6
2025 Q4	$84.1M	Buy	2,556,867 +129,096	+5%	+$4.15M	3.95%	6
2025 Q3	$77.3M	Buy	2,427,771 +242,195	+11%	+$7.57M	3.75%	6
2025 Q2	$64.3M	Buy	2,185,576 +228,401	+12%	+$6.32M	3.61%	6
2025 Q1	$55.1M	Buy	1,957,175 +65,409	+3%	+$1.98M	3.41%	6
2024 Q4	$58.2M	Buy	1,891,766 +82,280	+5%	+$2.61M	3.15%	6
2024 Q3	$55.7M	Buy	1,809,486 +192,534	+12%	+$5.77M	2.95%	6
2024 Q2	$46.5M	Buy	1,616,952 +205,364	+15%	+$5.96M	2.63%	6
2024 Q1	$42.5M	Buy	1,411,588 +104,517	+8%	+$2.98M	2.35%	6
2023 Q4	$38.1M	Buy	1,307,071 +322,383	+33%	+$8.37M	2.24%	6
2023 Q3	$25M	Buy	984,688 +132,590	+16%	+$3.5M	1.66%	6
2023 Q2	$21.9M	Buy	852,098 +126,271	+17%	+$3.09M	1.43%	6
2023 Q1	$18.1M	Buy	725,827 +138,440	+24%	+$3.63M	1.24%	7
2022 Q4	$14.6M	Buy	587,387 +217,412	+59%	+$5.38M	1.02%	7
2022 Q3	$8.06M	Buy	369,975 +216,470	+141%	+$5.18M	0.62%	8
2022 Q2	$3.46M	Buy	153,505 +129,356	+536%	+$3.16M	0.26%	11
2022 Q1	$622K	Buy	+24,149	New	+$620K	0.05%	47

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Index Fund Advisors's DFSV Position: Q2 2026 in Review

Index Fund Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3% in Q2 2026, buying an estimated $3.08M and bringing the position to 2,844,072 shares worth $110M. The position accounts for 4.38% of the portfolio, ranked #6.

Index Fund Advisors first reported a position in DFSV in Q1 2022 and has held it in 18 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Index Fund Advisors held 2,844,072 shares of Dimensional US Small Cap Value ETF worth $110M as of Q2 2026.
Index Fund Advisors bought 82,296 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $3.08M.
Dimensional US Small Cap Value ETF made up 4.38% of Index Fund Advisors's portfolio in Q2 2026, its #6 holding.
Index Fund Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.