PWP
DFSV

Parkwoods Wealth Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Parkwoods Wealth Partners’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 		$16M Buy
413,454
+96,929
+31% +$3.62M 2.58% 8
2026
Q1 		$11.1M Buy
316,525
+108,757
+52% +$3.84M 2.72% 9
2025
Q4 		$6.83M Buy
207,768
+59,450
+40% +$1.91M 2.01% 11
2025
Q3 		$4.72M Buy
148,318
+123,322
+493% +$3.85M 1.61% 10
2025
Q2 		$736K Buy
24,996
+14,246
+133% +$394K 0.42% 21
2025
Q1 		$303K Buy
+10,750
New +$325K 0.2% 35

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 $72.2B AUM 27.85% 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

Parkwoods Wealth Partners's DFSV Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Dimensional US Small Cap Value ETF (DFSV) stake by 31% in Q2 2026, buying an estimated $3.62M and bringing the position to 413,454 shares worth $16M. The position accounts for 2.58% of the portfolio, ranked #8.

Parkwoods Wealth Partners first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Parkwoods Wealth Partners held 413,454 shares of Dimensional US Small Cap Value ETF worth $16M as of Q2 2026.
  • Parkwoods Wealth Partners bought 96,929 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $3.62M.
  • Dimensional US Small Cap Value ETF made up 2.58% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Parkwoods Wealth Partners first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.