NSG
DFSV

Nalls Sherbakoff Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Nalls Sherbakoff Group’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 		$2.47M Sell
63,597
-981
-2% -$36.7K 1.75% 14
2026
Q1 		$2.26M Sell
64,578
-1,823
-3% -$64.4K 1.66% 14
2025
Q4 		$2.18M Sell
66,401
-4,212
-6% -$135K 1.58% 14
2025
Q3 		$2.25M Buy
70,613
+4,997
+8% +$156K 1.52% 12
2025
Q2 		$1.93M Buy
65,616
+2,632
+4% +$72.9K 1.41% 12
2025
Q1 		$1.77M Buy
+62,984
New +$1.91M 1.44% 12
2023
Q4 		$2.18M Buy
74,796
+2,527
+3% +$65.6K 1.94% 10
2023
Q3 		$1.83M Buy
72,269
+5,957
+9% +$157K 1.78% 10
2023
Q2 		$1.55M Buy
66,312
+9,547
+17% +$234K 1.52% 11
2023
Q1 		$1.39M Buy
+56,765
New +$1.49M 1.39% 13

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

Nalls Sherbakoff Group's DFSV Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.5% in Q2 2026, selling an estimated $36.7K and leaving 63,597 shares worth $2.47M. The position accounts for 1.75% of the portfolio, ranked #14.

Nalls Sherbakoff Group first reported a position in DFSV in Q1 2023 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Nalls Sherbakoff Group held 63,597 shares of Dimensional US Small Cap Value ETF worth $2.47M as of Q2 2026.
  • Nalls Sherbakoff Group sold 981 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $36.7K.
  • Dimensional US Small Cap Value ETF made up 1.75% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #14 holding.
  • Nalls Sherbakoff Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 10 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.