OFI
DFSV

Outbound Financial Inc’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Outbound Financial Inc’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 		$3.44M Sell
88,741
-8,451
-9% -$316K 2.23% 11
2026
Q1 		$3.44M Sell
97,192
-6,796
-7% -$240K 2.58% 10
2025
Q4 		$3.46M Buy
103,988
+1,261
+1% +$40.6K 2.69% 11
2025
Q3 		$3.27M Sell
102,727
-1,136
-1% -$35.5K 2.67% 12
2025
Q2 		$3.06M Buy
+103,863
New +$2.88M 2.79% 10

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Outbound Financial Inc's DFSV Position: Q2 2026 in Review

Outbound Financial Inc reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 8.7% in Q2 2026, selling an estimated $316K and leaving 88,741 shares worth $3.44M. The position accounts for 2.23% of the portfolio, ranked #11.

Outbound Financial Inc first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.46M in Q4 2025. 180 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Outbound Financial Inc held 88,741 shares of Dimensional US Small Cap Value ETF worth $3.44M as of Q2 2026.
  • Outbound Financial Inc sold 8,451 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $316K.
  • Dimensional US Small Cap Value ETF made up 2.23% of Outbound Financial Inc's portfolio in Q2 2026, its #11 holding.
  • Outbound Financial Inc first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Outbound Financial Inc's Dimensional US Small Cap Value ETF position peaked at $3.46M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.