MA
DFSV

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

Mutual 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 		$1.66M Buy
47,504
+1,489
+3% +$52.6K 0.04% 432
2025
Q4 		$1.51M Buy
46,015
+767
+2% +$24.7K 0.03% 433
2025
Q3 		$1.45M Sell
45,248
-611
-1% -$19.1K 0.03% 456
2025
Q2 		$1.41M Buy
45,859
+2,411
+6% +$66.8K 0.04% 401
2025
Q1 		$1.15M Buy
43,448
+3,399
+8% +$103K 0.03% 410
2024
Q4 		$1.26M Buy
40,049
+5,046
+14% +$160K 0.04% 406
2024
Q3 		$1.07M Buy
35,003
+5,024
+17% +$151K 0.03% 466
2024
Q2 		$940K Buy
29,979
+4,844
+19% +$141K 0.03% 504
2024
Q1 		$757K Buy
25,135
+6,836
+37% +$195K 0.02% 573
2023
Q4 		$533K Buy
18,299
+2,571
+16% +$66.7K 0.02% 639
2023
Q3 		$399K Buy
15,728
+2,294
+17% +$60.5K 0.02% 688
2023
Q2 		$345K Buy
13,434
+4,736
+54% +$116K 0.01% 764
2023
Q1 		$217K Buy
+8,698
New +$228K 0.01% 897

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 $70.5B 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