Pettinga Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Pettinga Financial Advisors’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	$3.38M	Buy	87,084 +1,113	+1%	+$41.6K	0.54%	42
2026 Q1	$3.01M	Sell	85,971 -67,583	-44%	-$2.39M	0.57%	41
2025 Q4	$5.05M	Sell	153,554 -23,454	-13%	-$754K	0.96%	28
2025 Q3	$5.64M	Buy	177,008 +21,949	+14%	+$686K	1.1%	26
2025 Q2	$4.56M	Buy	155,059 +35,012	+29%	+$969K	1%	27
2025 Q1	$3.38M	Sell	120,047 -5,320	-4%	-$161K	0.79%	33
2024 Q4	$3.86M	Buy	125,367 +53,106	+73%	+$1.68M	0.87%	28
2024 Q3	$2.23M	Buy	72,261 +1,916	+3%	+$57.4K	0.53%	36
2024 Q2	$2.02M	Buy	70,345 +16,766	+31%	+$487K	0.51%	38
2024 Q1	$1.61M	Buy	53,579 +5,040	+10%	+$144K	0.41%	45
2023 Q4	$1.41M	Buy	48,539 +11,201	+30%	+$291K	0.38%	46
2023 Q3	$946K	Buy	37,338 +4,851	+15%	+$128K	0.29%	45
2023 Q2	$835K	Buy	32,487 +2,100	+7%	+$51.4K	0.25%	46
2023 Q1	$758K	Sell	30,387 -42,443	-58%	-$1.11M	0.24%	47
2022 Q4	$1.8M	Buy	+72,830	New	+$1.8M	0.59%	37

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return