MWM
DFSV

Meritas Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Meritas Wealth 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
Q2 		$2.31M Sell
59,549
-484
-0.8% -$18.1K 0.9% 16
2026
Q1 		$2.1M Sell
60,033
-422
-0.7% -$14.9K 0.95% 16
2025
Q4 		$1.99M Buy
60,455
+8,749
+17% +$281K 0.96% 16
2025
Q3 		$1.65M Buy
51,706
+1,091
+2% +$34.1K 0.82% 19
2025
Q2 		$1.49M Buy
50,615
+11,084
+28% +$307K 0.82% 20
2025
Q1 		$1.11M Buy
39,531
+232
+0.6% +$7.02K 0.65% 21
2024
Q4 		$1.21M Buy
39,299
+2,159
+6% +$68.4K 0.73% 21
2024
Q3 		$1.14M Buy
37,140
+23
+0.1% +$689 0.71% 22
2024
Q2 		$1.07M Buy
37,117
+92
+0.2% +$2.67K 0.75% 22
2024
Q1 		$1.11M Sell
37,025
-276
-0.7% -$7.87K 0.78% 20
2023
Q4 		$1.09M Sell
37,301
-1,490
-4% -$38.7K 0.81% 18
2023
Q3 		$983K Buy
38,791
+57
+0.1% +$1.5K 0.75% 17
2023
Q2 		$995K Buy
38,734
+293
+0.8% +$7.17K 0.75% 16
2023
Q1 		$958K Sell
38,441
-1,312
-3% -$34.4K 0.75% 16
2022
Q4 		$985K Buy
+39,753
New +$983K 0.81% 16

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

Meritas Wealth Management's DFSV Position: Q2 2026 in Review

Meritas Wealth Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.81% in Q2 2026, selling an estimated $18.1K and leaving 59,549 shares worth $2.31M. The position accounts for 0.9% of the portfolio, ranked #16.

Meritas Wealth Management first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Meritas Wealth Management held 59,549 shares of Dimensional US Small Cap Value ETF worth $2.31M as of Q2 2026.
  • Meritas Wealth Management sold 484 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $18.1K.
  • Dimensional US Small Cap Value ETF made up 0.9% of Meritas Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Meritas Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.