Janney Montgomery Scott
DFSV

Janney Montgomery Scott’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Janney Montgomery Scott’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 		$633K Buy
16,331
+421
+3% +$15.7K ﹤0.01% 2236
2026
Q1 		$557K Buy
15,910
+730
+5% +$25.8K ﹤0.01% 1977
2025
Q4 		$499K Sell
15,180
-1,010
-6% -$32.5K ﹤0.01% 2190
2025
Q3 		$515K Sell
16,190
-25
-0.2% -$781 ﹤0.01% 2125
2025
Q2 		$477K Sell
16,215
-1,648
-9% -$45.6K ﹤0.01% 2044
2025
Q1 		$503K Buy
17,863
+1,418
+9% +$42.9K ﹤0.01% 1982
2024
Q4 		$506K Buy
16,445
+1,187
+8% +$37.6K ﹤0.01% 1989
2024
Q3 		$470K Buy
15,258
+603
+4% +$18.1K ﹤0.01% 2016
2024
Q2 		$422K Buy
14,655
+2,789
+24% +$80.9K ﹤0.01% 2006
2024
Q1 		$357K Buy
+11,866
New +$338K ﹤0.01% 2223

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
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

Janney Montgomery Scott's DFSV Position: Q2 2026 in Review

Janney Montgomery Scott increased its Dimensional US Small Cap Value ETF (DFSV) stake by 2.6% in Q2 2026, buying an estimated $15.7K and bringing the position to 16,331 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Janney Montgomery Scott first reported a position in DFSV in Q1 2024 and has held it in 10 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Janney Montgomery Scott held 16,331 shares of Dimensional US Small Cap Value ETF worth $633K as of Q2 2026.
  • Janney Montgomery Scott bought 421 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $15.7K.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2236 holding.
  • Janney Montgomery Scott first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.