MAM
DFSV

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

McLean 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
Q1 		$8.29M Buy
236,681
+35,143
+17% +$1.24M 1.45% 18
2025
Q4 		$7.01M Buy
201,538
+96,646
+92% +$3.11M 1.26% 19
2025
Q3 		$3.39M Buy
+104,892
New +$3.28M 0.7% 24

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 $11.5B AUM 18.82% 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 $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

McLean Asset Management's DFSV Position: Q1 2026 in Review

McLean Asset Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 17% in Q1 2026, buying an estimated $1.24M and bringing the position to 236,681 shares worth $8.29M. The position accounts for 1.45% of the portfolio, ranked #18.

McLean Asset Management first reported a position in DFSV in Q3 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • McLean Asset Management held 236,681 shares of Dimensional US Small Cap Value ETF worth $8.29M as of Q1 2026.
  • McLean Asset Management bought 35,143 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $1.24M.
  • Dimensional US Small Cap Value ETF made up 1.45% of McLean Asset Management's portfolio in Q1 2026, its #18 holding.
  • McLean Asset Management first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.