Moisand Fitzgerald Tamayo’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Moisand Fitzgerald Tamayo’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	$2.41M	Sell	62,190 -209	-0.3%	-$7.81K	0.24%	36
2026 Q1	$2.19M	Sell	62,399 -161	-0.3%	-$5.69K	0.24%	34
2025 Q4	$2.06M	Sell	62,560 -1,030	-2%	-$33.1K	0.23%	39
2025 Q3	$2.02M	Sell	63,590 -345	-0.5%	-$10.8K	0.24%	40
2025 Q2	$1.88M	Buy	63,935 +6,038	+10%	+$167K	0.24%	39
2025 Q1	$1.63M	Sell	57,897 -378	-0.6%	-$11.4K	0.23%	40
2024 Q4	$1.79M	Sell	58,275 -1,359	-2%	-$43K	0.25%	39
2024 Q3	$1.84M	Sell	59,634 -462	-0.8%	-$13.8K	0.25%	40
2024 Q2	$1.73M	Sell	60,096 -49	-0.1%	-$1.42K	0.26%	39
2024 Q1	$1.81M	Sell	60,145 -363	-0.6%	-$10.4K	0.28%	37
2023 Q4	$1.76M	Buy	60,508 +22,685	+60%	+$589K	0.3%	37
2023 Q3	$958K	Hold	37,823	–	–	0.2%	44
2023 Q2	$972K	Buy	37,823 +3,651	+11%	+$89.3K	0.2%	45
2023 Q1	$852K	Buy	34,172 +15,218	+80%	+$399K	0.18%	51
2022 Q4	$469K	Buy	18,954 +8,118	+75%	+$201K	0.11%	69
2022 Q3	$236K	Buy	10,836 +9,563	+751%	+$229K	0.06%	87
2022 Q2	$29K	Buy	+1,273	New	+$31.1K	0.01%	194

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return