MBFW
DFSV

Morton Brown Family Wealth’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Morton Brown Family Wealth’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 		$1.42M Buy
36,492
+284
+0.8% +$10.6K 0.32% 25
2026
Q1 		$1.27M Buy
36,208
+13
+0% +$459 0.34% 26
2025
Q4 		$1.19M Hold
36,195
– – 0.32% 26
2025
Q3 		$1.15M Hold
36,195
– – 0.33% 26
2025
Q2 		$1.07M Buy
36,195
+35,580
+5,785% +$985K 0.32% 28
2025
Q1 		$17.3K Sell
615
-3,936
-86% -$119K 0.01% 157
2024
Q4 		$140K Buy
+4,551
New +$144K 0.05% 69

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

Morton Brown Family Wealth's DFSV Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.78% in Q2 2026, buying an estimated $10.6K and bringing the position to 36,492 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #25.

Morton Brown Family Wealth first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Morton Brown Family Wealth held 36,492 shares of Dimensional US Small Cap Value ETF worth $1.42M as of Q2 2026.
  • Morton Brown Family Wealth bought 284 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $10.6K.
  • Dimensional US Small Cap Value ETF made up 0.32% of Morton Brown Family Wealth's portfolio in Q2 2026, its #25 holding.
  • Morton Brown Family Wealth first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.