LFA
DFSV

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

Lauterbach Financial Advisors’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 		$801K Sell
20,643
-192
-0.9% -$7.18K 0.34% 38
2026
Q1 		$730K Sell
20,835
-329
-2% -$11.6K 0.36% 35
2025
Q4 		$696K Buy
21,164
+8,212
+63% +$264K 0.34% 35
2025
Q3 		$412K Buy
12,952
+1,260
+11% +$39.4K 0.21% 56
2025
Q2 		$344K Sell
11,692
-7,676
-40% -$213K 0.19% 59
2025
Q1 		$545K Buy
19,368
+1,113
+6% +$33.7K 0.34% 40
2024
Q4 		$562K Buy
18,255
+1,631
+10% +$51.6K 0.34% 36
2024
Q3 		$512K Buy
16,624
+3,753
+29% +$112K 0.31% 38
2024
Q2 		$380K Buy
12,871
+3,076
+31% +$89.3K 0.25% 43
2024
Q1 		$295K Buy
9,795
+883
+10% +$25.2K 0.19% 48
2023
Q4 		$260K Buy
+8,912
New +$231K 0.18% 52

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

Lauterbach Financial Advisors's DFSV Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.92% in Q2 2026, selling an estimated $7.18K and leaving 20,643 shares worth $801K. The position accounts for 0.34% of the portfolio, ranked #38.

Lauterbach Financial Advisors 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.

  • Lauterbach Financial Advisors held 20,643 shares of Dimensional US Small Cap Value ETF worth $801K as of Q2 2026.
  • Lauterbach Financial Advisors sold 192 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $7.18K.
  • Dimensional US Small Cap Value ETF made up 0.34% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Lauterbach Financial Advisors 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 Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.