MFA
DFSV

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

McClarren 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 		$1.12M Buy
28,932
+1,298
+5% +$48.5K 0.58% 32
2026
Q1 		$968K Buy
27,634
+14,458
+110% +$511K 0.57% 33
2025
Q4 		$912K Sell
13,176
-2,172
-14% -$69.9K 0.54% 35
2025
Q3 		$883K Sell
15,348
-11,708
-43% -$366K 0.54% 34
2025
Q2 		$796K Buy
27,056
+11,718
+76% +$324K 0.52% 38
2025
Q1 		$785K Sell
15,338
-6,137
-29% -$186K 0.52% 35
2024
Q4 		$661K Buy
21,475
+6,097
+40% +$193K 1.86% 8
2024
Q3 		$3.27M Buy
15,378
+14,774
+2,446% +$443K 0.41% 24
2024
Q2 		$753K Sell
604
-19,399
-97% -$563K 0.53% 35
2024
Q1 		$603K Buy
20,003
+30
+0.2% +$856 0.43% 40
2023
Q4 		$582K Buy
19,973
+80
+0.4% +$2.08K 0.44% 38
2023
Q3 		$502K Sell
19,893
-97
-0.5% -$2.56K 0.44% 37
2023
Q2 		$513K Buy
19,990
+8,661
+76% +$212K 0.42% 40
2023
Q1 		$277K Buy
11,329
+3,207
+39% +$84K 0.25% 55
2022
Q4 		$201K Buy
8,122
+2,255
+38% +$55.8K 0.19% 64
2022
Q3 		$127K Buy
+5,867
New +$140K 0.13% 79

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 $72.2B AUM 27.85% 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

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

McClarren Financial Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 4.7% in Q2 2026, buying an estimated $48.5K and bringing the position to 28,932 shares worth $1.12M. The position accounts for 0.58% of the portfolio, ranked #32.

McClarren Financial Advisors first reported a position in DFSV in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.27M in Q3 2024. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • McClarren Financial Advisors held 28,932 shares of Dimensional US Small Cap Value ETF worth $1.12M as of Q2 2026.
  • McClarren Financial Advisors bought 1,298 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $48.5K.
  • Dimensional US Small Cap Value ETF made up 0.58% of McClarren Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • McClarren Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • McClarren Financial Advisors's Dimensional US Small Cap Value ETF position peaked at $3.27M in Q3 2024.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.