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

Pillar 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	$7.51M	Buy	193,526 +8,370	+5%	+$313K	3.93%	9
2026 Q1	$6.49M	Buy	185,156 +5,502	+3%	+$194K	3.79%	9
2025 Q4	$5.91M	Buy	179,654 +10,394	+6%	+$334K	3.56%	9
2025 Q3	$5.39M	Buy	169,260 +10,413	+7%	+$325K	3.38%	9
2025 Q2	$4.67M	Buy	158,847 +18,148	+13%	+$502K	3.23%	9
2025 Q1	$3.96M	Buy	140,699 +18,189	+15%	+$550K	2.95%	9
2024 Q4	$3.77M	Buy	+122,510	New	+$3.88M	2.89%	9

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

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

Pillar Financial Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 4.5% in Q2 2026, buying an estimated $313K and bringing the position to 193,526 shares worth $7.51M. The position accounts for 3.93% of the portfolio, ranked #9.

Pillar Financial Advisors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Pillar Financial Advisors held 193,526 shares of Dimensional US Small Cap Value ETF worth $7.51M as of Q2 2026.
Pillar Financial Advisors bought 8,370 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $313K.
Dimensional US Small Cap Value ETF made up 3.93% of Pillar Financial Advisors's portfolio in Q2 2026, its #9 holding.
Pillar Financial Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.