LG
DFSV

LAM Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

LAM Group’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 		$3.69M Sell
95,240
-2,755
-3% -$103K 1.83% 21
2026
Q1 		$3.43M Sell
97,995
-995
-1% -$35.2K 1.89% 21
2025
Q4 		$3.26M Sell
98,990
-2,000
-2% -$64.3K 1.86% 21
2025
Q3 		$3.22M Sell
100,990
-3,875
-4% -$121K 1.99% 20
2025
Q2 		$3.09M Buy
104,865
+2,080
+2% +$57.6K 2.06% 19
2025
Q1 		$2.89M Buy
102,785
+10,040
+11% +$304K 2.13% 18
2024
Q4 		$2.85M Buy
92,745
+122
+0.1% +$3.86K 2.04% 19
2024
Q3 		$2.85M Sell
92,623
-1,310
-1% -$39.3K 2.02% 18
2024
Q2 		$2.7M Buy
93,933
+690
+0.7% +$20K 2.28% 15
2024
Q1 		$2.81M Buy
93,243
+955
+1% +$27.2K 2.29% 14
2023
Q4 		$2.69M Sell
92,288
-8,150
-8% -$211K 2.45% 14
2023
Q3 		$2.55M Buy
100,438
+2,353
+2% +$62.1K 2.5% 14
2023
Q2 		$2.52M Sell
98,085
-3,460
-3% -$84.6K 2.35% 15
2023
Q1 		$2.53M Buy
101,545
+3,630
+4% +$95.1K 2.48% 16
2022
Q4 		$2.43M Buy
+97,915
New +$2.42M 2.49% 16

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

LAM Group's DFSV Position: Q2 2026 in Review

LAM Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2.8% in Q2 2026, selling an estimated $103K and leaving 95,240 shares worth $3.69M. The position accounts for 1.83% of the portfolio, ranked #21.

LAM Group first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 283 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • LAM Group held 95,240 shares of Dimensional US Small Cap Value ETF worth $3.69M as of Q2 2026.
  • LAM Group sold 2,755 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $103K.
  • Dimensional US Small Cap Value ETF made up 1.83% of LAM Group's portfolio in Q2 2026, its #21 holding.
  • LAM Group first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 283 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.