KSWWM
DFSV

Keyes Stange & Wooten Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Keyes Stange & Wooten 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 		$1.48M Sell
38,181
-1,991
-5% -$74.4K 0.59% 17
2026
Q1 		$1.41M Buy
40,172
+4,042
+11% +$143K 0.63% 17
2025
Q4 		$1.19M Sell
36,130
-6,211
-15% -$200K 0.56% 17
2025
Q3 		$1.35M Hold
42,341
– – 0.65% 17
2025
Q2 		$1.25M Buy
42,341
+24,893
+143% +$689K 0.65% 17
2025
Q1 		$491K Buy
+17,448
New +$528K 0.28% 41

Other funds holding DFSV

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's DFSV Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 5% in Q2 2026, selling an estimated $74.4K and leaving 38,181 shares worth $1.48M. The position accounts for 0.59% of the portfolio, ranked #17.

Keyes Stange & Wooten Wealth Management first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 281 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 38,181 shares of Dimensional US Small Cap Value ETF worth $1.48M as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management sold 1,991 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $74.4K.
  • Dimensional US Small Cap Value ETF made up 0.59% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 281 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.