PS
DFSV

Pinney & Scofield’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Pinney & Scofield’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 		$7.98M Sell
205,689
-2,296
-1% -$85.8K 3.9% 9
2026
Q1 		$7.29M Buy
207,985
+12,106
+6% +$428K 3.93% 8
2025
Q4 		$6.44M Buy
195,879
+6,563
+3% +$211K 3.66% 9
2025
Q3 		$6.03M Buy
189,316
+29,241
+18% +$914K 3.74% 8
2025
Q2 		$4.71M Buy
160,075
+20,434
+15% +$566K 3.19% 10
2025
Q1 		$3.93M Buy
139,641
+33,910
+32% +$1.03M 2.85% 10
2024
Q4 		$3.25M Buy
+105,731
New +$3.35M 2.46% 10

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

Pinney & Scofield's DFSV Position: Q2 2026 in Review

Pinney & Scofield reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 1.1% in Q2 2026, selling an estimated $85.8K and leaving 205,689 shares worth $7.98M. The position accounts for 3.9% of the portfolio, ranked #9.

Pinney & Scofield first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Pinney & Scofield held 205,689 shares of Dimensional US Small Cap Value ETF worth $7.98M as of Q2 2026.
  • Pinney & Scofield sold 2,296 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $85.8K.
  • Dimensional US Small Cap Value ETF made up 3.9% of Pinney & Scofield's portfolio in Q2 2026, its #9 holding.
  • Pinney & Scofield first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.