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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return