MSFS
DFSV

Main Street Financial Solutions’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Main Street Financial Solutions’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
Q4 		– Sell
-10,040
Closed -$320K – 584
2025
Q3 		$320K Sell
10,040
-342
-3% -$10.7K 0.02% 486
2025
Q2 		$306K Sell
10,382
-850
-8% -$23.5K 0.02% 444
2025
Q1 		$316K Buy
11,232
+499
+5% +$15.1K 0.03% 400
2024
Q4 		$330K Sell
10,733
-906
-8% -$28.7K 0.03% 365
2024
Q3 		$358K Buy
11,639
+1,776
+18% +$53.2K 0.03% 385
2024
Q2 		$284K Sell
9,863
-1,050
-10% -$30.5K 0.03% 444
2024
Q1 		$328K Buy
+10,913
New +$311K 0.04% 396

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return