KCM
DFSV

Kendall Capital Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Kendall Capital 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
2025
Q1 		– Sell
-32,000
Closed -$985K – 220
2024
Q4 		$985K Buy
+32,000
New +$1.01M 0.29% 90

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Pathstone Holdings
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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Kendall Capital Management's DFSV Position: Q1 2025 in Review

Kendall Capital Management sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2025, closing a stake of 32,000 shares — an estimated $985K sold.

Kendall Capital Management first reported a position in DFSV in Q4 2024 and held it in 1 quarter. The position peaked at $985K in Q4 2024. 418 funds tracked by Wall St. Rank hold DFSV as of Q1 2025.

  • Kendall Capital Management reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Kendall Capital Management sold 32,000 Dimensional US Small Cap Value ETF shares in Q1 2025, an estimated $985K.
  • Kendall Capital Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Kendall Capital Management's Dimensional US Small Cap Value ETF position peaked at $985K in Q4 2024.
  • 418 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2025.

Based on Kendall Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.