Mayflower Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Mayflower Financial Advisors’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	$240K	Buy	+6,188	New	+$231K	0.02%	426

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Mayflower Financial Advisors's DFSV Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 6,188 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #426 among its holdings.

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

Mayflower Financial Advisors held 6,188 shares of Dimensional US Small Cap Value ETF worth $240K as of Q2 2026.
Dimensional US Small Cap Value ETF was a new Mayflower Financial Advisors position in Q2 2026.
Dimensional US Small Cap Value ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #426 holding.
145 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.