LF
DFSV

Lantz Financial’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Lantz Financial’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 		$7.43M Buy
191,670
+15,174
+9% +$567K 1.36% 17
2026
Q1 		$6.18M Buy
176,496
+20,007
+13% +$707K 1.28% 19
2025
Q4 		$5.15M Buy
156,489
+17,467
+13% +$562K 1.09% 22
2025
Q3 		$4.43M Buy
139,022
+11,733
+9% +$367K 0.98% 22
2025
Q2 		$3.75M Sell
127,289
-108,342
-46% -$3M 0.93% 24
2025
Q1 		$6.63M Buy
235,631
+22,840
+11% +$691K 1.82% 11
2024
Q4 		$6.55M Buy
212,791
+109,439
+106% +$3.47M 1.75% 10
2024
Q3 		$3.18M Buy
103,352
+21,301
+26% +$638K 0.86% 25
2024
Q2 		$2.36M Buy
82,051
+2,642
+3% +$76.7K 0.73% 32
2024
Q1 		$2.39M Buy
79,409
+18,686
+31% +$533K 0.77% 34
2023
Q4 		$1.77M Buy
+60,723
New +$1.58M 0.64% 46

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 $72.2B AUM 27.85% 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

Lantz Financial's DFSV Position: Q2 2026 in Review

Lantz Financial increased its Dimensional US Small Cap Value ETF (DFSV) stake by 8.6% in Q2 2026, buying an estimated $567K and bringing the position to 191,670 shares worth $7.43M. The position accounts for 1.36% of the portfolio, ranked #17.

Lantz Financial first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Lantz Financial held 191,670 shares of Dimensional US Small Cap Value ETF worth $7.43M as of Q2 2026.
  • Lantz Financial bought 15,174 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $567K.
  • Dimensional US Small Cap Value ETF made up 1.36% of Lantz Financial's portfolio in Q2 2026, its #17 holding.
  • Lantz Financial first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.