LFG
DFSV

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

Larson Financial 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
2025
Q4 		– Sell
-923
Closed -$29.4K – 3508
2025
Q3 		$29.4K Buy
923
+4
+0.4% +$125 ﹤0.01% 1427
2025
Q2 		$27K Buy
919
+4
+0.4% +$111 ﹤0.01% 1344
2025
Q1 		$25.8K Buy
915
+3
+0.3% +$91 ﹤0.01% 1267
2024
Q4 		$28.1K Buy
912
+4
+0.4% +$127 ﹤0.01% 1094
2024
Q3 		$28K Buy
908
+3
+0.3% +$90 ﹤0.01% 1091
2024
Q2 		$26.1K Buy
905
+3
+0.3% +$87 ﹤0.01% 982
2024
Q1 		$27.1K Buy
902
+2
+0.2% +$57 ﹤0.01% 829
2023
Q4 		$26.2K Hold
900
– – ﹤0.01% 786
2023
Q3 		$22.8K Hold
900
– – ﹤0.01% 783
2023
Q2 		$23.1K Hold
900
– – ﹤0.01% 704
2023
Q1 		$22.4K Buy
+900
New +$23.6K ﹤0.01% 713

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Larson Financial Group's DFSV Position: Q4 2025 in Review

Larson Financial Group sold out of Dimensional US Small Cap Value ETF (DFSV) in Q4 2025, closing a stake of 923 shares — an estimated $29.4K sold.

Larson Financial Group first reported a position in DFSV in Q1 2023 and held it in 11 quarters. The position peaked at $29.4K in Q3 2025. 524 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • Larson Financial Group reported no remaining Dimensional US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 923 Dimensional US Small Cap Value ETF shares in Q4 2025, an estimated $29.4K.
  • Larson Financial Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and held it in 11 quarters.
  • Larson Financial Group's Dimensional US Small Cap Value ETF position peaked at $29.4K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.