PL
DFSV

Plancorp LLC’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Plancorp LLC’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 		$12.7M Buy
327,279
+675
+0.2% +$25.2K 0.31% 37
2026
Q1 		$11.8M Sell
326,604
-2,905
-0.9% -$103K 0.34% 33
2025
Q4 		$10.8M Buy
329,509
+25,284
+8% +$813K 0.33% 37
2025
Q3 		$9.69M Buy
304,225
+16,875
+6% +$527K 0.3% 36
2025
Q2 		$8.46M Buy
287,350
+162,062
+129% +$4.49M 0.29% 37
2025
Q1 		$3.53M Buy
+125,288
New +$3.79M 0.14% 64

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

Plancorp LLC's DFSV Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.21% in Q2 2026, buying an estimated $25.2K and bringing the position to 327,279 shares worth $12.7M. The position accounts for 0.31% of the portfolio, ranked #37.

Plancorp LLC first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Plancorp LLC held 327,279 shares of Dimensional US Small Cap Value ETF worth $12.7M as of Q2 2026.
  • Plancorp LLC bought 675 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $25.2K.
  • Dimensional US Small Cap Value ETF made up 0.31% of Plancorp LLC's portfolio in Q2 2026, its #37 holding.
  • Plancorp LLC first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.