IFA
DFSV

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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Index Fund Advisors's DFSV Position: Q1 2026 in Review

Index Fund Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 8% in Q1 2026, buying an estimated $7.24M and bringing the position to 2,761,776 shares worth $96.8M. The position accounts for 4.35% of the portfolio, ranked #6.

Index Fund Advisors first reported a position in DFSV in Q1 2022 and has held it in 17 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Index Fund Advisors held 2,761,776 shares of Dimensional US Small Cap Value ETF worth $96.8M as of Q1 2026.
  • Index Fund Advisors bought 204,909 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $7.24M.
  • Dimensional US Small Cap Value ETF made up 4.35% of Index Fund Advisors's portfolio in Q1 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 17 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.