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
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 $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 $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 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 $70.5B 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