JWM
DFSV

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

Johnson 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 		$525K Sell
13,540
-1,050
-7% -$39.2K 0.22% 35
2026
Q1 		$511K Sell
14,590
-1,190
-8% -$42.1K 0.25% 33
2025
Q4 		$519K Buy
15,780
+450
+3% +$14.5K 0.26% 33
2025
Q3 		$488K Buy
+15,330
New +$479K 0.27% 34

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

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

Johnson Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 7.2% in Q2 2026, selling an estimated $39.2K and leaving 13,540 shares worth $525K. The position accounts for 0.22% of the portfolio, ranked #35.

Johnson Wealth Management first reported a position in DFSV in Q3 2025 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Johnson Wealth Management held 13,540 shares of Dimensional US Small Cap Value ETF worth $525K as of Q2 2026.
  • Johnson Wealth Management sold 1,050 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $39.2K.
  • Dimensional US Small Cap Value ETF made up 0.22% of Johnson Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Johnson Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Johnson Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.