MGIA
DFSV

Moneta Group Investment Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Moneta Group Investment 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 		$8.32M Buy
214,544
+11,163
+5% +$417K 0.06% 129
2026
Q1 		$7.13M Buy
203,381
+8,819
+5% +$312K 0.05% 132
2025
Q4 		$6.4M Buy
194,562
+10,469
+6% +$337K 0.05% 140
2025
Q3 		$5.86M Buy
+184,093
New +$5.75M 0.05% 148

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
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
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

Moneta Group Investment Advisors's DFSV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 5.5% in Q2 2026, buying an estimated $417K and bringing the position to 214,544 shares worth $8.32M. The position accounts for 0.06% of the portfolio, ranked #129.

Moneta Group Investment Advisors first reported a position in DFSV in Q3 2025 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Moneta Group Investment Advisors held 214,544 shares of Dimensional US Small Cap Value ETF worth $8.32M as of Q2 2026.
  • Moneta Group Investment Advisors bought 11,163 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $417K.
  • Dimensional US Small Cap Value ETF made up 0.06% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.