PFA
DFSV

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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Pettinga Financial Advisors's DFSV Position: Q2 2026 in Review

Pettinga Financial Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.3% in Q2 2026, buying an estimated $41.6K and bringing the position to 87,084 shares worth $3.38M. The position accounts for 0.54% of the portfolio, ranked #42.

Pettinga Financial Advisors first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.64M in Q3 2025. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Pettinga Financial Advisors held 87,084 shares of Dimensional US Small Cap Value ETF worth $3.38M as of Q2 2026.
  • Pettinga Financial Advisors bought 1,113 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $41.6K.
  • Dimensional US Small Cap Value ETF made up 0.54% of Pettinga Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Pettinga Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Pettinga Financial Advisors's Dimensional US Small Cap Value ETF position peaked at $5.64M in Q3 2025.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.