MFG
DFSV

Merit Financial Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Merit Financial Group’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 		$3.45M Sell
88,971
-3,285
-4% -$123K 0.02% 542
2026
Q1 		$3.23M Buy
92,256
+69,229
+301% +$2.45M 0.02% 515
2025
Q4 		$757K Sell
23,027
-244
-1% -$7.85K 0.01% 1067
2025
Q3 		$741K Sell
23,271
-7,964
-25% -$249K 0.01% 989
2025
Q2 		$919K Buy
31,235
+20,903
+202% +$579K 0.01% 830
2025
Q1 		$291K Buy
10,332
+1,792
+21% +$54.2K ﹤0.01% 1132
2024
Q4 		$263K Buy
+8,540
New +$270K ﹤0.01% 978

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 $77.5B AUM 28.19% 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

Merit Financial Group's DFSV Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 3.6% in Q2 2026, selling an estimated $123K and leaving 88,971 shares worth $3.45M. The position accounts for 0.02% of the portfolio, ranked #542.

Merit Financial Group first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Merit Financial Group held 88,971 shares of Dimensional US Small Cap Value ETF worth $3.45M as of Q2 2026.
  • Merit Financial Group sold 3,285 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $123K.
  • Dimensional US Small Cap Value ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #542 holding.
  • Merit Financial Group first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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