MA
DFSV

MSA Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

MSA 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
Q1 		$869K Buy
+24,793
New +$876K 0.26% 25

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

MSA Advisors's DFSV Position: Q1 2026 in Review

MSA Advisors opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q1 2026: 24,793 shares worth $869K. The stake represents 0.26% of the portfolio and ranks #25 among its holdings.

550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • MSA Advisors held 24,793 shares of Dimensional US Small Cap Value ETF worth $869K as of Q1 2026.
  • Dimensional US Small Cap Value ETF was a new MSA Advisors position in Q1 2026.
  • Dimensional US Small Cap Value ETF made up 0.26% of MSA Advisors's portfolio in Q1 2026, its #25 holding.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on MSA Advisors's 13F filing for Q1 2026, filed 18 May 2026.