Jim Simons
DFSV

Jim Simons’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Jim Simons’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 		$3.13M Buy
+89,200
New +$3.15M ﹤0.01% 1646
2025
Q4 		– Sell
-44,400
Closed -$1.41M – 3346
2025
Q3 		$1.41M Sell
44,400
-7,900
-15% -$247K ﹤0.01% 2296
2025
Q2 		$1.54M Sell
52,300
-10,400
-17% -$288K ﹤0.01% 2273
2025
Q1 		$1.77M Buy
62,700
+28,800
+85% +$871K ﹤0.01% 2082
2024
Q4 		$1.04M Buy
+33,900
New +$1.07M ﹤0.01% 2476
2024
Q3 		– Sell
-67,900
Closed -$1.95M – 3601
2024
Q2 		$1.95M Buy
67,900
+27,700
+69% +$804K ﹤0.01% 1901
2024
Q1 		$1.21M Buy
40,200
+18,900
+89% +$539K ﹤0.01% 2367
2023
Q4 		$620K Buy
21,300
+2,100
+11% +$54.5K ﹤0.01% 2683
2023
Q3 		$487K Sell
19,200
-8,200
-30% -$216K ﹤0.01% 2712
2023
Q2 		$704K Sell
27,400
-27,298
-50% -$668K ﹤0.01% 2691
2023
Q1 		$1.36M Buy
54,698
+16,998
+45% +$445K ﹤0.01% 2262
2022
Q4 		$934K Buy
+37,700
New +$932K ﹤0.01% 2577

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $110B AUM 26.29% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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 $9.37B AUM 23.82% 1-Year Est. Return

Jim Simons's DFSV Position: Q1 2026 in Review

Jim Simons opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q1 2026: 89,200 shares worth $3.13M. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings. This is a return to the name: Jim Simons previously reported a position in DFSV as recently as Q3 2025.

Jim Simons first reported a position in DFSV in Q4 2022 and has held it in 12 quarters since. 553 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Jim Simons held 89,200 shares of Dimensional US Small Cap Value ETF worth $3.13M as of Q1 2026.
  • Dimensional US Small Cap Value ETF was a new Jim Simons position in Q1 2026.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1646 holding.
  • Jim Simons first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
  • 553 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.