MAV
DFSV

Mason & Associates (Virginia)’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Mason & Associates (Virginia)’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 		$212K Buy
+5,465
New +$204K 0.04% 42

Other funds holding DFSV

AWM
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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
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mason & Associates (Virginia)'s DFSV Position: Q2 2026 in Review

Mason & Associates (Virginia) opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 5,465 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #42 among its holdings.

190 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Mason & Associates (Virginia) held 5,465 shares of Dimensional US Small Cap Value ETF worth $212K as of Q2 2026.
  • Dimensional US Small Cap Value ETF was a new Mason & Associates (Virginia) position in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.04% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #42 holding.
  • 190 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.