MFC
DFSV

Morris Financial Concepts’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Morris Financial Concepts’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 		$72K Hold
1,855
– – 0.02% 154
2026
Q1 		$65K Sell
1,855
-1
-0.1% -$35 0.02% 152
2025
Q4 		$61K Buy
1,856
+72
+4% +$2.32K 0.02% 151
2025
Q3 		$56.8K Buy
1,784
+50
+3% +$1.56K 0.02% 156
2025
Q2 		$51K Hold
1,734
– – 0.02% 154
2025
Q1 		$48.8K Hold
1,734
– – 0.02% 154
2024
Q4 		$53.4K Hold
1,734
– – 0.02% 145
2024
Q3 		$53.4K Hold
1,734
– – 0.02% 149
2024
Q2 		$49.9K Sell
1,734
-46
-3% -$1.33K 0.02% 121
2024
Q1 		$53.6K Buy
1,780
+144
+9% +$4.11K 0.03% 118
2023
Q4 		$47.6K Buy
1,636
+203
+14% +$5.27K 0.03% 116
2023
Q3 		$36.3K Sell
1,433
-1
-0.1% -$26 0.02% 108
2023
Q2 		$36.9K Buy
1,434
+1,305
+1,012% +$31.9K 0.02% 113
2023
Q1 		$3.22K Buy
129
+53
+70% +$1.39K ﹤0.01% 137
2022
Q4 		$1.88K Buy
+76
New +$1.88K ﹤0.01% 130

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 $77.5B AUM 28.19% 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

Morris Financial Concepts's DFSV Position: Q2 2026 in Review

Morris Financial Concepts held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 1,855 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #154.

Morris Financial Concepts first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Morris Financial Concepts held 1,855 shares of Dimensional US Small Cap Value ETF worth $72K as of Q2 2026.
  • Morris Financial Concepts left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.02% of Morris Financial Concepts's portfolio in Q2 2026, its #154 holding.
  • Morris Financial Concepts first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.