PWM
DFSV

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

PBMares 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
Q3 		$9.71M Buy
304,992
+49,686
+19% +$1.55M 1.57% 15
2025
Q2 		$7.51M Buy
255,306
+51,951
+26% +$1.44M 1.38% 16
2025
Q1 		$5.72M Buy
203,355
+10,255
+5% +$310K 1.15% 18
2024
Q4 		$5.94M Buy
193,100
+7,494
+4% +$237K 1.21% 18
2024
Q3 		$5.72M Buy
185,606
+44,088
+31% +$1.32M 1.19% 18
2024
Q2 		$4.07M Buy
141,518
+8,956
+7% +$260K 1% 22
2024
Q1 		$3.99M Buy
132,562
+34,952
+36% +$997K 1.04% 21
2023
Q4 		$2.84M Buy
97,610
+52,224
+115% +$1.36M 0.85% 25
2023
Q3 		$1.15M Buy
45,386
+7,718
+20% +$204K 0.41% 47
2023
Q2 		$968K Buy
37,668
+7,786
+26% +$190K 0.35% 54
2023
Q1 		$745K Buy
29,882
+5,885
+25% +$154K 0.28% 70
2022
Q4 		$594K Buy
+23,997
New +$593K 0.24% 74

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
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
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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

PBMares Wealth Management's DFSV Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 19% in Q3 2025, buying an estimated $1.55M and bringing the position to 304,992 shares worth $9.71M. The position accounts for 1.57% of the portfolio, ranked #15.

PBMares Wealth Management first reported a position in DFSV in Q4 2022 and has held it in 12 quarters since. 461 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

  • PBMares Wealth Management held 304,992 shares of Dimensional US Small Cap Value ETF worth $9.71M as of Q3 2025.
  • PBMares Wealth Management bought 49,686 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $1.55M.
  • Dimensional US Small Cap Value ETF made up 1.57% of PBMares Wealth Management's portfolio in Q3 2025, its #15 holding.
  • PBMares Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
  • 461 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.