KAM
DFSV

KEB Asset Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

KEB Asset 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 		$13.2M Sell
341,522
-1,008
-0.3% -$37.7K 2.14% 12
2026
Q1 		$12M Buy
342,530
+6,391
+2% +$226K 2.3% 12
2025
Q4 		$11.1M Buy
336,139
+3,698
+1% +$119K 2.24% 12
2025
Q3 		$10.6M Buy
332,441
+156
+0% +$4.87K 2.37% 12
2025
Q2 		$9.78M Buy
332,285
+124,669
+60% +$3.45M 2.44% 11
2025
Q1 		$5.84M Buy
207,616
+85,776
+70% +$2.6M 1.66% 12
2024
Q4 		$3.75M Buy
121,840
+6,852
+6% +$217K 1.08% 15
2024
Q3 		$3.54M Buy
114,988
+1,353
+1% +$40.5K 1.07% 15
2024
Q2 		$3.27M Buy
113,635
+1,663
+1% +$48.3K 1.1% 14
2024
Q1 		$3.37M Hold
111,972
– – 1.15% 12
2023
Q4 		$3.26M Sell
111,972
-22,000
-16% -$571K 1.2% 12
2023
Q3 		$3.39M Hold
133,972
– – 1.4% 11
2023
Q2 		$3.44M Buy
133,972
+53,925
+67% +$1.32M 1.43% 11
2023
Q1 		$2M Buy
80,047
+6,602
+9% +$173K 0.87% 14
2022
Q4 		$1.82M Buy
73,445
+47,345
+181% +$1.17M 0.97% 13
2022
Q3 		$569K Buy
+26,100
New +$625K 0.36% 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
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
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

KEB Asset Management's DFSV Position: Q2 2026 in Review

KEB Asset Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.29% in Q2 2026, selling an estimated $37.7K and leaving 341,522 shares worth $13.2M. The position accounts for 2.14% of the portfolio, ranked #12.

KEB Asset Management first reported a position in DFSV in Q3 2022 and has held it in 16 quarters since. 127 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • KEB Asset Management held 341,522 shares of Dimensional US Small Cap Value ETF worth $13.2M as of Q2 2026.
  • KEB Asset Management sold 1,008 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $37.7K.
  • Dimensional US Small Cap Value ETF made up 2.14% of KEB Asset Management's portfolio in Q2 2026, its #12 holding.
  • KEB Asset Management first reported a position in Dimensional US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 127 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.