KWA
DFSV

Kingswood Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Kingswood Wealth Advisors’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 		$3.06M Sell
78,895
-3,420
-4% -$128K 0.12% 184
2026
Q1 		$2.88M Buy
82,315
+12,840
+18% +$454K 0.14% 172
2025
Q4 		$2.29M Buy
69,475
+229
+0.3% +$7.37K 0.11% 189
2025
Q3 		$2.2M Buy
69,246
+921
+1% +$28.8K 0.13% 167
2025
Q2 		$2.01M Sell
68,325
-4,021
-6% -$111K 0.16% 140
2025
Q1 		$2.04M Buy
72,346
+2,208
+3% +$66.8K 0.19% 132
2024
Q4 		$2.16M Buy
70,138
+50,133
+251% +$1.59M 0.16% 141
2024
Q3 		$616K Buy
+20,005
New +$600K 0.04% 403

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Kingswood Wealth Advisors's DFSV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 4.2% in Q2 2026, selling an estimated $128K and leaving 78,895 shares worth $3.06M. The position accounts for 0.12% of the portfolio, ranked #184.

Kingswood Wealth Advisors first reported a position in DFSV in Q3 2024 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Kingswood Wealth Advisors held 78,895 shares of Dimensional US Small Cap Value ETF worth $3.06M as of Q2 2026.
  • Kingswood Wealth Advisors sold 3,420 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $128K.
  • Dimensional US Small Cap Value ETF made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • Kingswood Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.