John Overdeck’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

John Overdeck’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	–	Sell	-285,500	Closed	-$9.39M	–	4651
2025 Q4	$9.39M	Buy	285,500 +161,200	+130%	+$5.18M	0.01%	1170
2025 Q3	$3.96M	Buy	+124,300	New	+$3.88M	0.01%	1633
2025 Q2	–	Sell	-31,500	Closed	-$887K	–	3243
2025 Q1	$887K	Sell	31,500 -32,100	-50%	-$971K	﹤0.01%	2242
2024 Q4	$1.96M	Buy	+63,600	New	+$2.01M	﹤0.01%	1730
2024 Q2	–	Sell	-17,500	Closed	-$527K	–	3092
2024 Q1	$527K	Sell	17,500 -48,200	-73%	-$1.37M	﹤0.01%	2306
2023 Q4	$1.91M	Sell	65,700 -8,700	-12%	-$226K	﹤0.01%	1599
2023 Q3	$1.89M	Buy	+74,400	New	+$1.96M	0.01%	1438

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

John Overdeck's DFSV Position: Q1 2026 in Review

John Overdeck sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2026, closing a stake of 285,500 shares — an estimated $9.39M sold.

John Overdeck first reported a position in DFSV in Q3 2023 and held it in 7 quarters. The position peaked at $9.39M in Q4 2025. 554 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

John Overdeck reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
John Overdeck sold 285,500 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $9.39M.
John Overdeck first reported a position in Dimensional US Small Cap Value ETF in Q3 2023 and held it in 7 quarters.
John Overdeck's Dimensional US Small Cap Value ETF position peaked at $9.39M in Q4 2025.
554 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.