PPL
DFSV

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

Planning Project 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
2025
Q4 		$62K Buy
+1,884
New +$60.6K 0.02% 57

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Planning Project LLC's DFSV Position: Q4 2025 in Review

Planning Project LLC opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q4 2025: 1,884 shares worth $62K. The stake represents 0.02% of the portfolio and ranks #57 among its holdings.

524 funds tracked by Wall St. Rank hold DFSV as of Q4 2025.

  • Planning Project LLC held 1,884 shares of Dimensional US Small Cap Value ETF worth $62K as of Q4 2025.
  • Dimensional US Small Cap Value ETF was a new Planning Project LLC position in Q4 2025.
  • Dimensional US Small Cap Value ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #57 holding.
  • 524 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.