LCM
DFSV

Lazari Capital Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Lazari Capital Management’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 		$579K Buy
14,917
+27
+0.2% +$1.01K 0.18% 93
2026
Q1 		$522K Sell
14,890
-835
-5% -$29.5K 0.18% 88
2025
Q4 		$517K Sell
15,725
-1,758
-10% -$56.5K 0.17% 87
2025
Q3 		$557K Sell
17,483
-3,715
-18% -$116K 0.19% 81
2025
Q2 		$624K Sell
21,198
-696
-3% -$19.3K 0.23% 70
2025
Q1 		$616K Hold
21,894
– – 0.25% 64
2024
Q4 		$674K Sell
21,894
-8,854
-29% -$280K 0.27% 60
2024
Q3 		$947K Sell
30,748
-1,340
-4% -$40.2K 0.41% 45
2024
Q2 		$924K Buy
+32,088
New +$931K 0.42% 43

Other funds holding DFSV

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
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Lazari Capital Management's DFSV Position: Q2 2026 in Review

Lazari Capital Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.18% in Q2 2026, buying an estimated $1.01K and bringing the position to 14,917 shares worth $579K. The position accounts for 0.18% of the portfolio, ranked #93.

Lazari Capital Management first reported a position in DFSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $947K in Q3 2024. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Lazari Capital Management held 14,917 shares of Dimensional US Small Cap Value ETF worth $579K as of Q2 2026.
  • Lazari Capital Management bought 27 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.01K.
  • Dimensional US Small Cap Value ETF made up 0.18% of Lazari Capital Management's portfolio in Q2 2026, its #93 holding.
  • Lazari Capital Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Lazari Capital Management's Dimensional US Small Cap Value ETF position peaked at $947K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.