PWIA
DFSV

Porter White Investment Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Porter White Investment 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 		$1.67M Buy
43,058
+777
+2% +$29K 0.64% 20
2026
Q1 		$1.48M Buy
42,281
+1,642
+4% +$58K 0.59% 19
2025
Q4 		$1.34M Buy
40,639
+531
+1% +$17.1K 0.55% 19
2025
Q3 		$1.28M Buy
40,108
+709
+2% +$22.1K 0.55% 20
2025
Q2 		$1.16M Sell
39,399
-10,585
-21% -$293K 0.54% 20
2025
Q1 		$1.41M Buy
49,984
+6,923
+16% +$209K 0.7% 19
2024
Q4 		$1.33M Sell
43,061
-1,744
-4% -$55.2K 0.67% 16
2024
Q3 		$1.38M Sell
44,805
-121
-0.3% -$3.63K 0.69% 16
2024
Q2 		$1.29M Sell
44,926
-1,153
-3% -$33.5K 0.69% 16
2024
Q1 		$1.39M Buy
46,079
+3,462
+8% +$98.7K 0.74% 16
2023
Q4 		$1.24M Sell
42,617
-688
-2% -$17.9K 0.77% 14
2023
Q3 		$1.1M Sell
43,305
-10,461
-19% -$276K 0.84% 12
2023
Q2 		$1.38M Buy
53,766
+1,004
+2% +$24.6K 1.09% 9
2023
Q1 		$1.32M Buy
52,762
+4,991
+10% +$131K 1.13% 8
2022
Q4 		$1.18M Buy
+47,771
New +$1.18M 1.05% 8

Other funds holding DFSV

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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Porter White Investment Advisors's DFSV Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 1.8% in Q2 2026, buying an estimated $29K and bringing the position to 43,058 shares worth $1.67M. The position accounts for 0.64% of the portfolio, ranked #20.

Porter White Investment Advisors first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 366 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Porter White Investment Advisors held 43,058 shares of Dimensional US Small Cap Value ETF worth $1.67M as of Q2 2026.
  • Porter White Investment Advisors bought 777 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $29K.
  • Dimensional US Small Cap Value ETF made up 0.64% of Porter White Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Porter White Investment Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.