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
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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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

Nalls Sherbakoff Group's DFSV Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 6% in Q4 2025, selling an estimated $135K and leaving 66,401 shares worth $2.18M. The position accounts for 1.58% of the portfolio, ranked #14.

Nalls Sherbakoff Group first reported a position in DFSV in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.25M in Q3 2025. 523 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

Nalls Sherbakoff Group held 66,401 shares of Dimensional US Small Cap Value ETF worth $2.18M as of Q4 2025.
Nalls Sherbakoff Group sold 4,212 Dimensional US Small Cap Value ETF shares in Q4 2025, an estimated $135K.
Dimensional US Small Cap Value ETF made up 1.58% of Nalls Sherbakoff Group's portfolio in Q4 2025, 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 8 quarters since.
Nalls Sherbakoff Group's Dimensional US Small Cap Value ETF position peaked at $2.25M in Q3 2025.
523 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.