OPS
DFSV

Orion Portfolio Solutions’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.49M Buy
52,805
+28,441
+117% +$861K 0.01% 872
2024
Q4 		$750K Buy
24,364
+2,856
+13% +$90.4K 0.01% 1195
2024
Q3 		$662K Sell
21,508
-4,069
-16% -$122K 0.01% 1223
2024
Q2 		$736K Buy
25,577
+12,234
+92% +$355K 0.01% 1128
2024
Q1 		$402K Buy
+13,343
New +$381K ﹤0.01% 1362

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 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 $11.5B AUM 18.82% 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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Orion Portfolio Solutions's DFSV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dimensional US Small Cap Value ETF (DFSV) stake by 117% in Q1 2025, buying an estimated $861K and bringing the position to 52,805 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #872.

Orion Portfolio Solutions first reported a position in DFSV in Q1 2024 and has held it in 5 quarters since. 418 funds tracked by Wall St. Rank hold DFSV as of Q1 2025.

  • Orion Portfolio Solutions held 52,805 shares of Dimensional US Small Cap Value ETF worth $1.49M as of Q1 2025.
  • Orion Portfolio Solutions bought 28,441 Dimensional US Small Cap Value ETF shares in Q1 2025, an estimated $861K.
  • Dimensional US Small Cap Value ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #872 holding.
  • Orion Portfolio Solutions first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 418 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.