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
Q2 		$1.77M Sell
45,656
-1,848
-4% -$69.1K 0.03% 450
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 $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

Mutual Advisors's DFSV Position: Q2 2026 in Review

Mutual Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 3.9% in Q2 2026, selling an estimated $69.1K and leaving 45,656 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #450.

Mutual Advisors first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Mutual Advisors held 45,656 shares of Dimensional US Small Cap Value ETF worth $1.77M as of Q2 2026.
  • Mutual Advisors sold 1,848 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $69.1K.
  • Dimensional US Small Cap Value ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #450 holding.
  • Mutual Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.