MSF
DFSV

Mustard Seed Financial’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Mustard Seed Financial’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 		$2.58M Buy
66,428
+6,749
+11% +$252K 1.34% 18
2026
Q1 		$2.09M Buy
59,679
+6,287
+12% +$222K 1.25% 20
2025
Q4 		$1.76M Buy
53,392
+5,568
+12% +$179K 1.1% 22
2025
Q3 		$1.52M Buy
47,824
+2,968
+7% +$92.7K 0.98% 25
2025
Q2 		$1.32M Buy
44,856
+4,744
+12% +$131K 0.95% 25
2025
Q1 		$1.13M Buy
40,112
+2,070
+5% +$62.6K 0.91% 26
2024
Q4 		$1.17M Buy
38,042
+4,021
+12% +$127K 0.95% 27
2024
Q3 		$1.05M Buy
34,021
+5,232
+18% +$157K 0.87% 27
2024
Q2 		$829K Buy
28,789
+7,020
+32% +$204K 0.79% 31
2024
Q1 		$655K Buy
21,769
+7,293
+50% +$208K 0.65% 40
2023
Q4 		$422K Buy
+14,476
New +$376K 0.48% 46

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

Mustard Seed Financial's DFSV Position: Q2 2026 in Review

Mustard Seed Financial increased its Dimensional US Small Cap Value ETF (DFSV) stake by 11% in Q2 2026, buying an estimated $252K and bringing the position to 66,428 shares worth $2.58M. The position accounts for 1.34% of the portfolio, ranked #18.

Mustard Seed Financial first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Mustard Seed Financial held 66,428 shares of Dimensional US Small Cap Value ETF worth $2.58M as of Q2 2026.
  • Mustard Seed Financial bought 6,749 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $252K.
  • Dimensional US Small Cap Value ETF made up 1.34% of Mustard Seed Financial's portfolio in Q2 2026, its #18 holding.
  • Mustard Seed Financial first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.