Kathleen S. Wright Associates’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$889K	Buy	27,919 +1,179	+4%	+$36.8K	0.33%	56
2025 Q2	$787K	Sell	26,740 -3,164	-11%	-$87.6K	0.31%	58
2025 Q1	$842K	Sell	29,904 -2,410	-7%	-$72.9K	0.35%	55
2024 Q4	$999K	Buy	32,314 +1,200	+4%	+$38K	0.42%	47
2024 Q3	$954K	Buy	31,114 +2,542	+9%	+$76.2K	0.39%	51
2024 Q2	$831K	Buy	28,572 +2,476	+9%	+$71.9K	0.38%	53
2024 Q1	$775K	Buy	26,096 +11,998	+85%	+$342K	0.37%	56
2023 Q4	$403K	Buy	14,098 +100	+0.7%	+$2.6K	0.2%	78
2023 Q3	$350K	Buy	13,998 +4,977	+55%	+$131K	0.2%	81
2023 Q2	$232K	Buy	+9,021	New	+$221K	0.15%	76

Other funds holding DFSV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Kathleen S. Wright Associates's DFSV Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Dimensional US Small Cap Value ETF (DFSV) stake by 4.4% in Q3 2025, buying an estimated $36.8K and bringing the position to 27,919 shares worth $889K. The position accounts for 0.33% of the portfolio, ranked #56.

Kathleen S. Wright Associates first reported a position in DFSV in Q2 2023 and has held it in 10 quarters since. The position peaked at $999K in Q4 2024. 461 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

Kathleen S. Wright Associates held 27,919 shares of Dimensional US Small Cap Value ETF worth $889K as of Q3 2025.
Kathleen S. Wright Associates bought 1,179 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $36.8K.
Dimensional US Small Cap Value ETF made up 0.33% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #56 holding.
Kathleen S. Wright Associates first reported a position in Dimensional US Small Cap Value ETF in Q2 2023 and has held it in 10 quarters since.
Kathleen S. Wright Associates's Dimensional US Small Cap Value ETF position peaked at $999K in Q4 2024.
461 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.