LFA
DFSV

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

Level 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 		$5.58M Buy
143,779
+5,479
+4% +$205K 1.25% 22
2026
Q1 		$4.85M Buy
138,300
+12,537
+10% +$443K 1.24% 24
2025
Q4 		$4.14M Buy
125,763
+17,494
+16% +$563K 1.09% 25
2025
Q3 		$3.45M Buy
108,269
+15,504
+17% +$484K 0.97% 26
2025
Q2 		$2.73M Buy
92,765
+540
+0.6% +$15K 0.85% 28
2025
Q1 		$2.6M Buy
92,225
+10,933
+13% +$331K 0.88% 27
2024
Q4 		$2.5M Buy
81,292
+10,370
+15% +$328K 0.92% 25
2024
Q3 		$2.18M Buy
70,922
+16,217
+30% +$486K 0.83% 29
2024
Q2 		$1.57M Buy
54,705
+18,696
+52% +$543K 0.68% 31
2024
Q1 		$1.08M Buy
36,009
+25,966
+259% +$741K 0.49% 37
2023
Q4 		$292K Buy
10,043
+5,699
+131% +$148K 0.14% 55
2023
Q3 		$110K Buy
4,344
+1,647
+61% +$43.5K 0.06% 76
2023
Q2 		$69.3K Buy
2,697
+2,043
+312% +$50K 0.04% 92
2023
Q1 		$16.3K Hold
654
– – 0.01% 149
2022
Q4 		$16K Buy
+654
New +$16.2K 0.01% 137

Other funds holding DFSV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return