LCM
DFSV

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

Liberty 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 		$413K Buy
+10,647
New +$398K 0.07% 131
2025
Q4 		$347K Buy
10,539
+1,939
+23% +$62.4K 0.06% 138
2025
Q3 		$274K Buy
8,600
+1,053
+14% +$32.9K 0.05% 146
2025
Q2 		$222K Sell
7,547
-38,126
-83% -$1.06M 0.04% 164
2025
Q1 		$1.29M Hold
45,673
– – 0.29% 77
2024
Q4 		$1.41M Hold
45,673
– – 0.31% 75
2024
Q3 		$1.41M Buy
45,673
+61
+0.1% +$1.83K 0.31% 76
2024
Q2 		$1.31M Hold
45,612
– – 0.31% 76
2024
Q1 		$1.37M Buy
45,612
+124
+0.3% +$3.54K 0.34% 73
2023
Q4 		$1.32M Buy
45,488
+1,700
+4% +$44.1K 0.35% 73
2023
Q3 		$1.11M Buy
43,788
+11,130
+34% +$294K 0.33% 77
2023
Q2 		$839K Buy
32,658
+1,006
+3% +$24.6K 0.25% 84
2023
Q1 		$789K Hold
31,652
– – 0.26% 82
2022
Q4 		$784K Buy
31,652
+9,824
+45% +$243K 0.27% 79
2022
Q3 		$476K Buy
21,828
+10,976
+101% +$263K 0.18% 92
2022
Q2 		$245K Buy
+10,852
New +$265K 0.09% 116

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

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

Liberty Capital Management opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 10,647 shares worth $413K. The stake represents 0.07% of the portfolio and ranks #131 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in DFSV as recently as Q4 2025.

Liberty Capital Management first reported a position in DFSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q3 2024. 391 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Liberty Capital Management held 10,647 shares of Dimensional US Small Cap Value ETF worth $413K as of Q2 2026.
  • Dimensional US Small Cap Value ETF was a new Liberty Capital Management position in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.07% of Liberty Capital Management's portfolio in Q2 2026, its #131 holding.
  • Liberty Capital Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Liberty Capital Management's Dimensional US Small Cap Value ETF position peaked at $1.41M in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.