LAM
DFSV

LOM Asset Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

LOM Asset 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 		$465K Buy
12,000
+7,900
+193% +$295K 0.12% 135
2026
Q1 		$144K Hold
4,100
– – 0.04% 169
2025
Q4 		$135K Buy
4,100
+600
+17% +$19.3K 0.04% 167
2025
Q3 		$111K Hold
3,500
– – 0.03% 164
2025
Q2 		$103K Buy
+3,500
New +$96.9K 0.03% 162

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

LOM Asset Management's DFSV Position: Q2 2026 in Review

LOM Asset Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 193% in Q2 2026, buying an estimated $295K and bringing the position to 12,000 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #135.

LOM Asset Management first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • LOM Asset Management held 12,000 shares of Dimensional US Small Cap Value ETF worth $465K as of Q2 2026.
  • LOM Asset Management bought 7,900 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $295K.
  • Dimensional US Small Cap Value ETF made up 0.12% of LOM Asset Management's portfolio in Q2 2026, its #135 holding.
  • LOM Asset Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.