PWS
DFSV

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

Physician Wealth Solutions’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 		$15.9M Sell
411,042
-8,329
-2% -$311K 6.05% 4
2026
Q1 		$14.7M Sell
419,371
-8,962
-2% -$317K 6.08% 4
2025
Q4 		$14.1M Sell
428,333
-5,980
-1% -$192K 5.98% 4
2025
Q3 		$13.8M Sell
434,313
-1,542
-0.4% -$48.2K 6.04% 4
2025
Q2 		$12.8M Sell
435,855
-3,982
-0.9% -$110K 5.95% 5
2025
Q1 		$12.4M Sell
439,837
-12,361
-3% -$374K 6.22% 6
2024
Q4 		$13.9M Sell
452,198
-3,092
-0.7% -$97.9K 6.97% 5
2024
Q3 		$14M Buy
455,290
+108,233
+31% +$3.24M 7% 6
2024
Q2 		$9.99M Buy
347,057
+112,816
+48% +$3.27M 7.13% 3
2024
Q1 		$7.05M Buy
234,241
+56,290
+32% +$1.61M 5.92% 6
2023
Q4 		$5.18M Buy
+177,951
New +$4.62M 5.17% 7

Other funds holding DFSV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

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

Physician Wealth Solutions reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2% in Q2 2026, selling an estimated $311K and leaving 411,042 shares worth $15.9M. The position accounts for 6.05% of the portfolio, ranked #4.

Physician Wealth Solutions first reported a position in DFSV in Q4 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Physician Wealth Solutions held 411,042 shares of Dimensional US Small Cap Value ETF worth $15.9M as of Q2 2026.
  • Physician Wealth Solutions sold 8,329 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $311K.
  • Dimensional US Small Cap Value ETF made up 6.05% of Physician Wealth Solutions's portfolio in Q2 2026, its #4 holding.
  • Physician Wealth Solutions first reported a position in Dimensional US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 127 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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