OIA
DFSV

OneDigital Investment Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

OneDigital Investment 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 		$25.8M Buy
665,532
+39,963
+6% +$1.49M 0.22% 90
2026
Q1 		$21.9M Buy
625,569
+24,973
+4% +$883K 0.21% 92
2025
Q4 		$19.8M Buy
600,596
+115,211
+24% +$3.71M 0.19% 106
2025
Q3 		$15.5M Buy
485,385
+32,249
+7% +$1.01M 0.16% 125
2025
Q2 		$13.3M Buy
453,136
+3,490
+0.8% +$96.6K 0.15% 131
2025
Q1 		$12.7M Buy
449,646
+63,575
+16% +$1.92M 0.15% 131
2024
Q4 		$11.9M Sell
386,071
-2,838
-0.7% -$89.9K 0.14% 138
2024
Q3 		$12M Buy
388,909
+186,654
+92% +$5.59M 0.14% 133
2024
Q2 		$5.82M Buy
202,255
+84,545
+72% +$2.45M 0.07% 208
2024
Q1 		$3.54M Buy
117,710
+22,969
+24% +$655K 0.06% 232
2023
Q4 		$2.76M Buy
94,741
+39,691
+72% +$1.03M 0.05% 258
2023
Q3 		$1.39M Buy
55,050
+19,368
+54% +$511K 0.03% 351
2023
Q2 		$917K Buy
35,682
+16,169
+83% +$396K 0.02% 428
2023
Q1 		$486K Sell
19,513
-235
-1% -$6.16K 0.01% 633
2022
Q4 		$489K Buy
+19,748
New +$488K 0.01% 528

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 27.94% 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

OneDigital Investment Advisors's DFSV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 6.4% in Q2 2026, buying an estimated $1.49M and bringing the position to 665,532 shares worth $25.8M. The position accounts for 0.22% of the portfolio, ranked #90.

OneDigital Investment Advisors first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • OneDigital Investment Advisors held 665,532 shares of Dimensional US Small Cap Value ETF worth $25.8M as of Q2 2026.
  • OneDigital Investment Advisors bought 39,963 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.49M.
  • Dimensional US Small Cap Value ETF made up 0.22% of OneDigital Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.