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

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
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return