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

Perigon 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
2026 Q1	$17.1M	Buy	487,996 +30,340	+7%	+$1.07M	0.31%	68
2025 Q4	$15.1M	Buy	457,656 +16,771	+4%	+$539K	0.27%	75
2025 Q3	$14M	Buy	440,885 +16,921	+4%	+$529K	0.29%	67
2025 Q2	$12.5M	Buy	423,964 +35,780	+9%	+$991K	0.29%	72
2025 Q1	$10.9M	Buy	388,184 +17,277	+5%	+$523K	0.28%	77
2024 Q4	$11.7M	Buy	370,907 +54,845	+17%	+$1.74M	0.29%	76
2024 Q3	$9.73M	Buy	316,062 +42,976	+16%	+$1.29M	0.26%	80
2024 Q2	$7.86M	Buy	273,086 +26,781	+11%	+$777K	0.23%	89
2024 Q1	$7.41M	Buy	246,305 +238,991	+3,268%	+$6.82M	0.22%	99
2023 Q4	$213K	Buy	+7,314	New	+$190K	0.01%	770

Other funds holding DFSV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return