Ken Griffin
DFSV

Ken Griffin’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Ken Griffin’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
Q2 		– Sell
-5,500
Closed -$155K – 13017
2025
Q1 		$155K Sell
5,500
-2,700
-33% -$81.7K ﹤0.01% 10829
2024
Q4 		$252K Buy
+8,200
New +$260K ﹤0.01% 10016

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 $78.6B AUM 28.08% 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
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

Ken Griffin's DFSV Position: Q1 2026 in Review

Ken Griffin reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 12% in Q1 2026, selling an estimated $98K and leaving 20,660 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #8426.

Ken Griffin first reported a position in DFSV in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.73M in Q2 2025. 553 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Ken Griffin held 20,660 shares of Dimensional US Small Cap Value ETF worth $724K as of Q1 2026.
  • Ken Griffin sold 2,773 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $98K.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #8426 holding.
  • Ken Griffin first reported a position in Dimensional US Small Cap Value ETF in Q3 2022 and has held it in 13 quarters since.
  • Ken Griffin's Dimensional US Small Cap Value ETF position peaked at $2.73M in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.