Investmark Advisory Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Investmark Advisory 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
2026 Q2	$1.71M	Buy	44,028 +591	+1%	+$22.1K	0.65%	43
2026 Q1	$1.52M	Sell	43,437 -1,086	-2%	-$38.4K	0.65%	42
2025 Q4	$1.46M	Buy	44,523 +1,564	+4%	+$50.3K	0.62%	44
2025 Q3	$1.37M	Buy	42,959 +532	+1%	+$16.6K	0.59%	42
2025 Q2	$1.25M	Sell	42,427 -4,868	-10%	-$135K	0.59%	42
2025 Q1	$1.33M	Sell	47,295 -1,870	-4%	-$56.6K	0.66%	38
2024 Q4	$1.51M	Buy	49,165 +2,808	+6%	+$88.9K	0.74%	37
2024 Q3	$1.43M	Buy	46,357 +354	+0.8%	+$10.6K	0.69%	38
2024 Q2	$1.32M	Sell	46,003 -701	-2%	-$20.3K	0.71%	39
2024 Q1	$1.41M	Buy	46,704 +1,489	+3%	+$42.5K	0.77%	35
2023 Q4	$1.32M	Buy	45,215 +3,333	+8%	+$86.5K	0.77%	33
2023 Q3	$1.06M	Sell	41,882 -111	-0.3%	-$2.93K	0.72%	36
2023 Q2	$1.08M	Buy	41,993 +11,481	+38%	+$281K	0.72%	35
2023 Q1	$761K	Buy	30,512 +1,874	+7%	+$49.1K	0.56%	38
2022 Q4	$709K	Buy	28,638 +16,080	+128%	+$398K	0.53%	46
2022 Q3	$273K	Buy	+12,558	New	+$301K	0.25%	73

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Investmark Advisory Group's DFSV Position: Q2 2026 in Review

Investmark Advisory Group increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.4% in Q2 2026, buying an estimated $22.1K and bringing the position to 44,028 shares worth $1.71M. The position accounts for 0.65% of the portfolio, ranked #43.

Investmark Advisory Group first reported a position in DFSV in Q3 2022 and has held it in 16 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Investmark Advisory Group held 44,028 shares of Dimensional US Small Cap Value ETF worth $1.71M as of Q2 2026.
Investmark Advisory Group bought 591 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $22.1K.
Dimensional US Small Cap Value ETF made up 0.65% of Investmark Advisory Group's portfolio in Q2 2026, its #43 holding.
Investmark Advisory Group first reported a position in Dimensional US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.