L.K. Benson & Company’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

L.K. Benson & Company’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	$405K	Sell	10,438 -389	-4%	-$14.5K	0.12%	92
2026 Q1	$379K	Sell	10,827 -2,621	-19%	-$92.6K	0.13%	90
2025 Q4	$442K	Sell	13,448 -13	-0.1%	-$418	0.22%	78
2025 Q3	$429K	Buy	13,461 +5,264	+64%	+$164K	0.23%	75
2025 Q2	$241K	Buy	8,197 +609	+8%	+$16.9K	0.15%	91
2025 Q1	$214K	Buy	7,588 +758	+11%	+$22.9K	0.15%	94
2024 Q4	$210K	Buy	+6,830	New	+$216K	0.15%	93

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

L.K. Benson & Company's DFSV Position: Q2 2026 in Review

L.K. Benson & Company reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 3.6% in Q2 2026, selling an estimated $14.5K and leaving 10,438 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #92.

L.K. Benson & Company first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $442K in Q4 2025. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

L.K. Benson & Company held 10,438 shares of Dimensional US Small Cap Value ETF worth $405K as of Q2 2026.
L.K. Benson & Company sold 389 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $14.5K.
Dimensional US Small Cap Value ETF made up 0.12% of L.K. Benson & Company's portfolio in Q2 2026, its #92 holding.
L.K. Benson & Company first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Dimensional US Small Cap Value ETF position peaked at $442K in Q4 2025.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.