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 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

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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