Pinnacle Wealth Management Advisory Group’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$12.1M	Sell	312,283 -6,381	-2%	-$239K	0.72%	32
2026 Q1	$11.2M	Sell	318,664 -9,900	-3%	-$350K	0.76%	32
2025 Q4	$10.8M	Hold	328,564	–	–	0.74%	31
2025 Q3	$10.5M	Hold	328,564	–	–	0.79%	32
2025 Q2	$9.67M	Buy	328,564 +7,256	+2%	+$201K	0.8%	32
2025 Q1	$9.04M	Buy	321,308 +15,097	+5%	+$457K	0.84%	32
2024 Q4	$9.43M	Sell	306,211 -767	-0.2%	-$24.3K	0.88%	29
2024 Q3	$9.45M	Sell	306,978 -1,561	-0.5%	-$46.8K	0.9%	29
2024 Q2	$8.88M	Buy	308,539 +13,721	+5%	+$398K	0.92%	29
2024 Q1	$8.87M	Sell	294,818 -6,480	-2%	-$185K	0.95%	28
2023 Q4	$8.77M	Sell	301,298 -17,325	-5%	-$450K	1.03%	25
2023 Q3	$8.07M	Sell	318,623 -527	-0.2%	-$13.9K	1.05%	24
2023 Q2	$8.2M	Buy	319,150 +18,170	+6%	+$444K	1.02%	25
2023 Q1	$7.5M	Buy	+300,980	New	+$7.89M	1.01%	24

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

Pinnacle Wealth Management Advisory Group's DFSV Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 2% in Q2 2026, selling an estimated $239K and leaving 312,283 shares worth $12.1M. The position accounts for 0.72% of the portfolio, ranked #32.

Pinnacle Wealth Management Advisory Group first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 312,283 shares of Dimensional US Small Cap Value ETF worth $12.1M as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 6,381 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $239K.
Dimensional US Small Cap Value ETF made up 0.72% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #32 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.