Mercer Global Advisors
DFSV

Mercer Global Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Mercer Global 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 		$3.79M Buy
97,828
+25,284
+35% +$945K ﹤0.01% 1002
2026
Q1 		$2.54M Buy
72,544
+55,103
+316% +$1.95M ﹤0.01% 1077
2025
Q4 		$574K Sell
17,441
-1,641
-9% -$52.8K ﹤0.01% 1777
2025
Q3 		$608K Sell
19,082
-5,761
-23% -$180K ﹤0.01% 1644
2025
Q2 		$731K Buy
24,843
+7,647
+44% +$212K ﹤0.01% 1365
2025
Q1 		$484K Buy
17,196
+8,922
+108% +$270K ﹤0.01% 1490
2024
Q4 		$255K Sell
8,274
-119,855
-94% -$3.8M ﹤0.01% 1846
2024
Q3 		$128K Buy
128,129
+37,555
+41% +$1.13M ﹤0.01% 1864
2024
Q2 		$90.6K Sell
90,574
-1,071
-1% -$31.1K ﹤0.01% 1876
2024
Q1 		$92K Buy
91,645
+84,446
+1,173% +$2.41M ﹤0.01% 1858
2023
Q4 		$210K Buy
+7,199
New +$187K ﹤0.01% 1812
2023
Q1 		– Sell
-56,855
Closed -$1.41M – 1957
2022
Q4 		$1.41M Buy
+56,855
New +$1.41M 0.01% 787

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

Mercer Global Advisors's DFSV Position: Q2 2026 in Review

Mercer Global Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 35% in Q2 2026, buying an estimated $945K and bringing the position to 97,828 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Mercer Global Advisors first reported a position in DFSV in Q4 2022 and has held it in 12 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Mercer Global Advisors held 97,828 shares of Dimensional US Small Cap Value ETF worth $3.79M as of Q2 2026.
  • Mercer Global Advisors bought 25,284 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $945K.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1002 holding.
  • Mercer Global Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.