MPCL
DFSV

My Personal CFO LLC’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

My Personal CFO LLC’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
2025
Q4 		– Sell
-333,662
Closed -$10.6M – 119
2025
Q3 		$10.6M Buy
+333,662
New +$10.4M 4.11% 7

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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

My Personal CFO LLC's DFSV Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional US Small Cap Value ETF (DFSV) in Q4 2025, closing a stake of 333,662 shares — an estimated $10.6M sold.

My Personal CFO LLC first reported a position in DFSV in Q3 2025 and held it in 1 quarter. The position peaked at $10.6M in Q3 2025. 523 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • My Personal CFO LLC reported no remaining Dimensional US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 333,662 Dimensional US Small Cap Value ETF shares in Q4 2025, an estimated $10.6M.
  • My Personal CFO LLC first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Dimensional US Small Cap Value ETF position peaked at $10.6M in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.