PFBT
DFSV

Parkside Financial Bank & Trust’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$41.1K Buy
+1,173
New +$41.5K ﹤0.01% 1035
2025
Q2 		– Sell
-400
Closed -$11.3K – 2807
2025
Q1 		$11.3K Buy
+400
New +$12.1K ﹤0.01% 1363

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Parkside Financial Bank & Trust's DFSV Position: Q1 2026 in Review

Parkside Financial Bank & Trust opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q1 2026: 1,173 shares worth $41.1K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in DFSV as recently as Q1 2025.

Parkside Financial Bank & Trust first reported a position in DFSV in Q1 2025 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,173 shares of Dimensional US Small Cap Value ETF worth $41.1K as of Q1 2026.
  • Dimensional US Small Cap Value ETF was a new Parkside Financial Bank & Trust position in Q1 2026.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1035 holding.
  • Parkside Financial Bank & Trust first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.