Northwestern Mutual Wealth Management
DFSV

Northwestern Mutual Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Northwestern Mutual Wealth Management’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 		$3.27M Buy
84,189
+11,667
+16% +$436K ﹤0.01% 1001
2026
Q1 		$2.54M Buy
72,522
+4,543
+7% +$161K ﹤0.01% 1026
2025
Q4 		$2.24M Buy
67,979
+2,601
+4% +$83.7K ﹤0.01% 1023
2025
Q3 		$2.08M Sell
65,378
-563
-0.9% -$17.6K ﹤0.01% 996
2025
Q2 		$1.94M Buy
65,941
+59,152
+871% +$1.64M ﹤0.01% 947
2025
Q1 		$191K Hold
6,789
– – ﹤0.01% 1680
2024
Q4 		$209K Hold
6,789
– – ﹤0.01% 1635
2024
Q3 		$209K Hold
6,789
– – ﹤0.01% 1606
2024
Q2 		$195K Hold
6,789
– – ﹤0.01% 1576
2024
Q1 		$204K Hold
6,789
– – ﹤0.01% 1550
2023
Q4 		$198K Buy
+6,789
New +$176K ﹤0.01% 1510

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 $77.5B AUM 28.19% 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

Northwestern Mutual Wealth Management's DFSV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 16% in Q2 2026, buying an estimated $436K and bringing the position to 84,189 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Northwestern Mutual Wealth Management first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Northwestern Mutual Wealth Management held 84,189 shares of Dimensional US Small Cap Value ETF worth $3.27M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 11,667 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $436K.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1001 holding.
  • Northwestern Mutual Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.