LWM
DFSV

Lionshead Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Lionshead Wealth 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
2025
Q1 		– Sell
-7,010
Closed -$216K – 97
2024
Q4 		$216K Buy
+7,010
New +$222K 0.16% 106

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Lionshead Wealth Management's DFSV Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2025, closing a stake of 7,010 shares — an estimated $216K sold.

Lionshead Wealth Management first reported a position in DFSV in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 418 funds tracked by Wall St. Rank hold DFSV as of Q1 2025.

  • Lionshead Wealth Management reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 7,010 Dimensional US Small Cap Value ETF shares in Q1 2025, an estimated $216K.
  • Lionshead Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's Dimensional US Small Cap Value ETF position peaked at $216K in Q4 2024.
  • 418 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.