MWP
DFSV

Meredith Wealth Planning’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Meredith Wealth Planning’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 		$582K Buy
15,002
+52
+0.3% +$1.94K 0.14% 44
2026
Q1 		$524K Sell
14,950
-131
-0.9% -$4.63K 0.14% 45
2025
Q4 		$496K Buy
15,081
+184
+1% +$5.92K 0.15% 45
2025
Q3 		$474K Buy
14,897
+66
+0.4% +$2.06K 0.15% 45
2025
Q2 		$436K Buy
+14,831
New +$411K 0.16% 41

Other funds holding DFSV

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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
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

Meredith Wealth Planning's DFSV Position: Q2 2026 in Review

Meredith Wealth Planning increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.35% in Q2 2026, buying an estimated $1.94K and bringing the position to 15,002 shares worth $582K. The position accounts for 0.14% of the portfolio, ranked #44.

Meredith Wealth Planning first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Meredith Wealth Planning held 15,002 shares of Dimensional US Small Cap Value ETF worth $582K as of Q2 2026.
  • Meredith Wealth Planning bought 52 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.94K.
  • Dimensional US Small Cap Value ETF made up 0.14% of Meredith Wealth Planning's portfolio in Q2 2026, its #44 holding.
  • Meredith Wealth Planning first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.