MFWP
DFSV

Mosaic Family Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Mosaic Family Wealth Partners’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 		$40M Buy
1,030,836
+32,843
+3% +$1.23M 2.68% 8
2026
Q1 		$35M Buy
997,993
+13,915
+1% +$492K 3.58% 7
2025
Q4 		$32.4M Sell
984,078
-21,803
-2% -$701K 3.55% 7
2025
Q3 		$32.1M Buy
1,005,881
+41,776
+4% +$1.31M 3.75% 7
2025
Q2 		$28.4M Buy
964,105
+37,882
+4% +$1.05M 3.61% 7
2025
Q1 		$26.1M Buy
926,223
+61,393
+7% +$1.86M 3.71% 7
2024
Q4 		$26.6M Buy
864,830
+39,765
+5% +$1.26M 3.84% 6
2024
Q3 		$25.4M Buy
825,065
+48,046
+6% +$1.44M 3.77% 7
2024
Q2 		$22.4M Buy
777,019
+22,088
+3% +$641K 3.6% 7
2024
Q1 		$22.7M Buy
754,931
+57,625
+8% +$1.64M 3.74% 6
2023
Q4 		$20.3M Sell
697,306
-33,132
-5% -$860K 3.5% 7
2023
Q3 		$18.5M Buy
730,438
+46,796
+7% +$1.23M 3.71% 7
2023
Q2 		$17.6M Buy
683,642
+32,418
+5% +$793K 3.45% 7
2023
Q1 		$16.2M Buy
651,224
+409,515
+169% +$10.7M 3.4% 7
2022
Q4 		$5.99M Buy
+241,709
New +$5.98M 1.69% 9

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

Mosaic Family Wealth Partners's DFSV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 3.3% in Q2 2026, buying an estimated $1.23M and bringing the position to 1,030,836 shares worth $40M. The position accounts for 2.68% of the portfolio, ranked #8.

Mosaic Family Wealth Partners first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Mosaic Family Wealth Partners held 1,030,836 shares of Dimensional US Small Cap Value ETF worth $40M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 32,843 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.23M.
  • Dimensional US Small Cap Value ETF made up 2.68% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Mosaic Family Wealth Partners first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.