PWA
DFSV

Physician Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Physician Wealth 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 		$771K Buy
19,870
+103
+0.5% +$3.85K 0.09% 92
2026
Q1 		$693K Buy
19,767
+122
+0.6% +$4.31K 0.1% 86
2025
Q4 		$646K Buy
19,645
+101
+0.5% +$3.25K 0.09% 89
2025
Q3 		$622K Sell
19,544
-1,765
-8% -$55.1K 0.09% 91
2025
Q2 		$627K Sell
21,309
-1,815
-8% -$50.3K 0.1% 85
2025
Q1 		$651K Sell
23,124
-2,519
-10% -$76.2K 0.11% 83
2024
Q4 		$789K Buy
25,643
+3,252
+15% +$103K 0.13% 75
2024
Q3 		$692K Buy
22,391
+352
+2% +$10.6K 0.12% 77
2024
Q2 		$688K Sell
22,039
-1,061
-5% -$30.8K 0.13% 79
2024
Q1 		$646K Buy
23,100
+295
+1% +$8.41K 0.14% 78
2023
Q4 		$651K Buy
22,805
+866
+4% +$22.5K 0.15% 76
2023
Q3 		$546K Buy
21,939
+1,136
+5% +$30K 0.14% 74
2023
Q2 		$539K Buy
20,803
+10
+0% +$245 0.13% 73
2023
Q1 		$517K Buy
20,793
+417
+2% +$10.9K 0.14% 73
2022
Q4 		$541K Buy
20,376
+7,696
+61% +$190K 0.15% 70
2022
Q3 		$296K Buy
+12,680
New +$304K 0.09% 108

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
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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Physician Wealth Advisors's DFSV Position: Q2 2026 in Review

Physician Wealth Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.52% in Q2 2026, buying an estimated $3.85K and bringing the position to 19,870 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #92.

Physician Wealth Advisors first reported a position in DFSV in Q3 2022 and has held it in 16 quarters since. The position peaked at $789K in Q4 2024. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Physician Wealth Advisors held 19,870 shares of Dimensional US Small Cap Value ETF worth $771K as of Q2 2026.
  • Physician Wealth Advisors bought 103 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $3.85K.
  • Dimensional US Small Cap Value ETF made up 0.09% of Physician Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • Physician Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Physician Wealth Advisors's Dimensional US Small Cap Value ETF position peaked at $789K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.