MECA
DFSV

Miller Equity Capital Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Miller Equity Capital 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
2025
Q1 		– Sell
-49,630
Closed -$1.53M – 17
2024
Q4 		$1.53M Buy
49,630
+10,785
+28% +$341K 0.58% 37
2024
Q3 		$1.2M Buy
38,845
+6,195
+19% +$186K 0.47% 39
2024
Q2 		$940K Buy
32,650
+16,355
+100% +$475K 0.39% 40
2024
Q1 		$490K Buy
+16,295
New +$465K 0.2% 47

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Miller Equity Capital Advisors's DFSV Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Dimensional US Small Cap Value ETF (DFSV) in Q1 2025, closing a stake of 49,630 shares — an estimated $1.53M sold.

Miller Equity Capital Advisors first reported a position in DFSV in Q1 2024 and held it in 4 quarters. The position peaked at $1.53M in Q4 2024. 418 funds tracked by Wall St. Rank hold DFSV as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Dimensional US Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 49,630 Dimensional US Small Cap Value ETF shares in Q1 2025, an estimated $1.53M.
  • Miller Equity Capital Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and held it in 4 quarters.
  • Miller Equity Capital Advisors's Dimensional US Small Cap Value ETF position peaked at $1.53M in Q4 2024.
  • 418 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.