PCM
DFSV

Peirce Capital Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Peirce Capital 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
2026
Q2 		$773K Hold
19,933
– – 0.28% 26
2026
Q1 		$698K Hold
19,933
– – 0.27% 25
2025
Q4 		$656K Hold
19,933
– – 0.26% 30
2025
Q3 		$635K Hold
19,933
– – 0.26% 26
2025
Q2 		$587K Buy
+19,933
New +$552K 0.26% 30

Other funds holding DFSV

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Peirce Capital Management's DFSV Position: Q2 2026 in Review

Peirce Capital Management held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 19,933 shares worth $773K. The position accounts for 0.28% of the portfolio, ranked #26.

Peirce Capital Management first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Peirce Capital Management held 19,933 shares of Dimensional US Small Cap Value ETF worth $773K as of Q2 2026.
  • Peirce Capital Management left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.28% of Peirce Capital Management's portfolio in Q2 2026, its #26 holding.
  • Peirce Capital Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 319 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.