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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 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

Moisand Fitzgerald Tamayo's DFSV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.33% in Q2 2026, selling an estimated $7.81K and leaving 62,190 shares worth $2.41M. The position accounts for 0.24% of the portfolio, ranked #36.

Moisand Fitzgerald Tamayo first reported a position in DFSV in Q2 2022 and has held it in 17 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Moisand Fitzgerald Tamayo held 62,190 shares of Dimensional US Small Cap Value ETF worth $2.41M as of Q2 2026.
Moisand Fitzgerald Tamayo sold 209 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $7.81K.
Dimensional US Small Cap Value ETF made up 0.24% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #36 holding.
Moisand Fitzgerald Tamayo first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.