Mills Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Mills Wealth 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	$266K	Sell	6,845 -18	-0.3%	-$673	0.08%	69
2026 Q1	$240K	Buy	6,863 +6	+0.1%	+$212	0.08%	71
2025 Q4	$226K	Buy	6,857 +35	+0.5%	+$1.13K	0.09%	64
2025 Q3	$218K	Buy	6,822 +14	+0.2%	+$437	0.09%	67
2025 Q2	$200K	Buy	+6,808	New	+$189K	0.09%	68
2025 Q1	–	Sell	-7,671	Closed	-$236K	–	70
2024 Q4	$236K	Buy	+7,671	New	+$243K	0.13%	54
2023 Q1	–	Sell	-21,449	Closed	-$531K	–	48
2022 Q4	$531K	Buy	+21,449	New	+$530K	0.48%	37

Other funds holding DFSV

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mills Wealth Advisors's DFSV Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.26% in Q2 2026, selling an estimated $673 and leaving 6,845 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #69.

Mills Wealth Advisors first reported a position in DFSV in Q4 2022 and has held it in 7 quarters since. The position peaked at $531K in Q4 2022. 217 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Mills Wealth Advisors held 6,845 shares of Dimensional US Small Cap Value ETF worth $266K as of Q2 2026.
Mills Wealth Advisors sold 18 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $673.
Dimensional US Small Cap Value ETF made up 0.08% of Mills Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Mills Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 7 quarters since.
Mills Wealth Advisors's Dimensional US Small Cap Value ETF position peaked at $531K in Q4 2022.
217 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.