PWM
DFSV

Parkworth Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Parkworth Wealth Management’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
Q2 		$1.35M Buy
45,709
+4,480
+11% +$124K 0.97% 25
2025
Q1 		$1.16M Buy
41,229
+127
+0.3% +$3.84K 0.93% 24
2024
Q4 		$1.27M Buy
+41,102
New +$1.3M 1.05% 21

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Parkworth Wealth Management's DFSV Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 11% in Q2 2025, buying an estimated $124K and bringing the position to 45,709 shares worth $1.35M. The position accounts for 0.97% of the portfolio, ranked #25.

Parkworth Wealth Management first reported a position in DFSV in Q4 2024 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold DFSV as of Q2 2025.

  • Parkworth Wealth Management held 45,709 shares of Dimensional US Small Cap Value ETF worth $1.35M as of Q2 2025.
  • Parkworth Wealth Management bought 4,480 Dimensional US Small Cap Value ETF shares in Q2 2025, an estimated $124K.
  • Dimensional US Small Cap Value ETF made up 0.97% of Parkworth Wealth Management's portfolio in Q2 2025, its #25 holding.
  • Parkworth Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.