JWM
DFSV

JDH Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

JDH Wealth Management’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 		$629K Sell
16,228
-2,954
-15% -$110K 0.38% 33
2026
Q1 		$672K Hold
19,182
– – 0.45% 30
2025
Q4 		$631K Hold
19,182
– – 0.43% 31
2025
Q3 		$611K Hold
19,182
– – 0.43% 30
2025
Q2 		$565K Buy
+19,182
New +$531K 0.43% 29

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JDH Wealth Management's DFSV Position: Q2 2026 in Review

JDH Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 15% in Q2 2026, selling an estimated $110K and leaving 16,228 shares worth $629K. The position accounts for 0.38% of the portfolio, ranked #33.

JDH Wealth Management first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $672K in Q1 2026. 217 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • JDH Wealth Management held 16,228 shares of Dimensional US Small Cap Value ETF worth $629K as of Q2 2026.
  • JDH Wealth Management sold 2,954 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $110K.
  • Dimensional US Small Cap Value ETF made up 0.38% of JDH Wealth Management's portfolio in Q2 2026, its #33 holding.
  • JDH Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • JDH Wealth Management's Dimensional US Small Cap Value ETF position peaked at $672K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.