KAM
DFSV

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

Kraft 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
2025
Q2 		$422K Buy
14,331
+936
+7% +$25.9K 0.39% 29
2025
Q1 		$377K Sell
13,395
-6,323
-32% -$191K 0.35% 34
2024
Q4 		$623K Buy
19,718
+3,950
+25% +$125K 0.48% 23
2024
Q3 		$486K Sell
15,768
-364
-2% -$10.9K 0.38% 26
2024
Q2 		$464K Sell
16,132
-8,746
-35% -$254K 0.39% 26
2024
Q1 		$749K Buy
24,878
+7,136
+40% +$204K 0.6% 19
2023
Q4 		$517K Buy
+17,742
New +$460K 0.44% 25

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 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
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return